The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1 800 FLOWERS COM INC CL A 68243Q106   250,575 32,125 SH   SOLE   32,125 0 0
ALPHABET INC CAP STK CL A 02079K305   451,269 3,770 SH   SOLE   3,770 0 0
BEST BUY INC COM 086516101   489,298 5,971 SH   SOLE   5,970 0 0
BLACKSTONE INC COM 09260D107   1,061,462 11,417 SH   SOLE   11,417 0 0
BLOCK INC CL A 852234103   12,142,435 182,401 SH   SOLE   182,401 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   12,066,469 336,207 SH   SOLE   336,207 0 0
DUOLINGO INC CL A COM 26603R106   751,293 5,256 SH   SOLE   5,256 0 0
EATON VANCE TAX-MANAGED BUY- COM 27828Y108   387,336 30,308 SH   SOLE   30,308 0 0
EATON VANCE TAX-MANAGED GLOB COM 27829C105   379,205 46,132 SH   SOLE   46,132 0 0
EATON VANCE TAX-MANAGED GLOB COM 27829F108   380,794 48,080 SH   SOLE   48,080 0 0
ELECTRONIC ARTS INC COM 285512109   356,825 2,751 SH   SOLE   2,751 0 0
FIVERR INTL LTD ORD SHS M4R82T106   12,139,699 466,732 SH   SOLE   466,732 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   307,820 4,046 SH   SOLE   4,046 0 0
INSTRUCTURE HLDGS INC COM 457790103   301,794 11,995 SH   SOLE   11,995 0 0
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621   775,779 54,061 SH   SOLE   54,061 0 0
ISHARES GOLD TR ISHARES NEW 464285204   327,510 9,000 SH   SOLE   9,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   1,151,950 15,345 SH   SOLE   15,345 0 0
META PLATFORMS INC CL A 30303M102   10,894,909 37,964 SH   SOLE   37,964 0 0
MISTER CAR WASH INC COM 60646V105   351,578 36,433 SH   SOLE   36,433 0 0
MSCI INC COM 55354G100   267,059 569 SH   SOLE   569 0 0
NETFLIX INC COM 64110L106   413,180 938 SH   SOLE   938 0 0
NUTANIX INC CL A 67059N108   15,704,466 559,874 SH   SOLE   559,874 0 0
NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107   427,724 17,157 SH   SOLE   17,157 0 0
OMNICELL COM COM 68213N109   9,235,271 125,360 SH   SOLE   125,360 0 0
PAYCOM SOFTWARE INC COM 70432V102   292,348 910 SH   SOLE   910 0 0
PAYPAL HLDGS INC COM 70450Y103   239,160 3,584 SH   SOLE   3,584 0 0
PLANET FITNESS INC CL A 72703H101   549,029 8,141 SH   SOLE   8,141 0 0
SALESFORCE INC COM 79466L302   649,202 3,073 SH   SOLE   3,073 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   376,727 2,251 SH   SOLE   2,251 0 0
TARGET CORP COM 87612E106   343,615 2,605 SH   SOLE   2,605 0 0
UNITEDHEALTH GROUP INC COM 91324P102   711,828 1,481 SH   SOLE   1,481 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   2,951,021 98,008 SH   SOLE   98,008 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   11,733,737 28,810 SH   SOLE   28,810 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   6,122,123 21,636 SH   SOLE   21,636 0 0
WALMART INC COM 931142103   284,401 1,809 SH   SOLE   1,809 0 0
WIX COM LTD SHS M98068105   4,913,785 62,804 SH   SOLE   62,804 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   11,318,351 225,196 SH   SOLE   225,196 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   9,819,385 144,658 SH   SOLE   144,658 0 0