#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Axos Financial Inc.	AX	378,670	$32.6M	14.45%
2	Broadcom Ltd.	AVGO	36,877	$12.8M	5.65%
3	NVIDIA Corp	NVDA	68,222	$12.7M	5.64%
4	Alphabet Inc.	GOOG	33,957	$10.6M	4.71%
5	Microsoft Corp	MSFT	21,121	$10.2M	4.53%
6	Micron Technology	MU	34,322	$9.8M	4.34%
7	Apple Inc.	AAPL	32,318	$8.8M	3.89%
8	Taiwan Semiconductor-Sp Adr	874039100	25,349	$7.7M	3.41%
9	Amazon.com	AMZN	30,038	$6.9M	3.07%
10	Insulet Corp.	PODD	23,352	$6.6M	2.94%
11	JPMorgan Chase & Co.	VYLD	19,799	$6.4M	2.83%
12	iRadimed Corp	IRMD	62,245	$6.1M	2.68%
13	Argan, Inc.	AGX	16,061	$5.0M	2.23%
14	Casey's General Stores, Inc.	147528103	7,782	$4.3M	1.91%
15	Meta Platforms Inc.	META	6,458	$4.3M	1.89%
16	Arista Networks, Inc.	ANET	30,379	$4.0M	1.76%
17	O'Reilly Automotive	67103H107	41,794	$3.8M	1.69%
18	Ollie's Bargain Outlet Holdings Inc.	681116109	34,310	$3.8M	1.67%
19	Uber Technologies Inc.	UBER	45,479	$3.7M	1.65%
20	Goldman Sachs Group	GSCE	3,876	$3.4M	1.51%