Contravisory Investment Management 13F-HR Quarterly holdings report by institutional manager

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

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OMB Number:		3235-0006
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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	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
GOOSEHEAD INS INC	COM CL A	38267D109	242,408	3,198	SH		SOLE		0	0	3,198
SCIENCE APPLICATIONS INTL CO	COM	808625107	25,486	205	SH		SOLE		0	0	205
CHARTER COMMUNICATIONS INC N	CL A	16119P108	650,650	1,674	SH		SOLE		14	0	1,660
MCDONALDS CORP	COM	580135101	7,330,913	24,724	SH		SOLE		69	0	24,655
D R HORTON INC	COM	23331A109	8,156,463	53,668	SH		SOLE		206	0	53,462
FASTENAL CO	COM	311900104	532,863	8,227	SH		SOLE		159	0	8,068
HASBRO INC	COM	418056107	5,872	115	SH		SOLE		0	0	115
WESTLAKE CORPORATION	COM	960413102	8,953,521	63,972	SH		SOLE		204	0	63,768
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	6,500,728	62,507	SH		SOLE		183	0	62,324
BANCORP INC DEL	COM	05969A105	11,838	307	SH		SOLE		0	0	307
INGERSOLL RAND INC	COM	45687V106	692,348	8,952	SH		SOLE		106	0	8,846
FRONTDOOR INC	COM	35905A109	226,782	6,439	SH		SOLE		0	0	6,439
TANGER INC	COM	875465106	13,832	499	SH		SOLE		0	0	499
MONDELEZ INTL INC	CL A	609207105	7,346,792	101,433	SH		SOLE		292	0	101,141
QUANTA SVCS INC	COM	74762E102	1,060,441	4,914	SH		SOLE		53	0	4,862
SAP SE	SPON ADR	803054204	222,146	1,437	SH		SOLE		193	0	1,244
ISHARES TR	MSCI EMG MKT ETF	464287234	513,401	12,768	SH		SOLE		1,634	0	11,134
CADENCE DESIGN SYSTEM INC	COM	127387108	1,255,626	4,610	SH		SOLE		55	0	4,556
OLD DOMINION FREIGHT LINE IN	COM	679580100	468,156	1,155	SH		SOLE		18	0	1,137
STARBUCKS CORP	COM	855244109	52,806	550	SH		SOLE		0	0	550
BADGER METER INC	COM	056525108	247,455	1,603	SH		SOLE		0	0	1,603
LULULEMON ATHLETICA INC	COM	550021109	166,681	326	SH		SOLE		0	0	326
ALPHABET INC	CAP STK CL C	02079K107	7,286,081	51,700	SH		SOLE		148	0	51,552
AVNET INC	COM	053807103	347,306	6,891	SH		SOLE		0	0	6,891
SHOPIFY INC	CL A	82509L107	9,757,598	125,258	SH		SOLE		414	0	124,844
NEWS CORP NEW	CL B	65249B208	535,207	20,809	SH		SOLE		372	0	20,437
PINTEREST INC	CL A	72352L106	8,692,473	234,678	SH		SOLE		713	0	233,965
ROBERT HALF INC.	COM	770323103	421,576	4,795	SH		SOLE		71	0	4,724
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	1,397,212	7,259	SH		SOLE		0	0	7,259
MICROSOFT CORP	COM	594918104	7,354,590	19,558	SH		SOLE		54	0	19,504
MARSH & MCLENNAN COS INC	COM	571748102	7,720,903	40,750	SH		SOLE		114	0	40,636
LIVE NATION ENTERTAINMENT IN	COM	538034109	418,860	4,475	SH		SOLE		73	0	4,402
RYANAIR HOLDINGS PLC	SPONSORED ADS	783513203	245,382	1,840	SH		SOLE		248	0	1,592
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	6,023,875	37,070	SH		SOLE		127	0	36,943
SCHWAB STRATEGIC TR	SHT TM US TRES	808524862	155,525	3,210	SH		SOLE		0	0	3,210
ELECTRONIC ARTS INC	COM	285512109	404,821	2,959	SH		SOLE		44	0	2,915
BLOOMIN BRANDS INC	COM	094235108	13,681	486	SH		SOLE		0	0	486
TOPBUILD CORP	COM	89055F103	28,444	76	SH		SOLE		0	0	76
VONTIER CORPORATION	COM	928881101	289,218	8,371	SH		SOLE		0	0	8,371
MOLSON COORS BEVERAGE CO	CL B	60871R209	651,274	10,640	SH		SOLE		133	0	10,507
COMFORT SYS USA INC	COM	199908104	18,922	92	SH		SOLE		0	0	92
ARCBEST CORP	COM	03937C105	13,223	110	SH		SOLE		0	0	110
WARNER BROS DISCOVERY INC	COM SER A	934423104	842	74	SH		SOLE		0	0	74
RUSH ENTERPRISES INC	CL A	781846209	16,599	330	SH		SOLE		0	0	330
GMS INC	COM	36251C103	15,579	189	SH		SOLE		0	0	189
CELANESE CORP DEL	COM	150870103	422,451	2,719	SH		SOLE		42	0	2,677
KADANT INC	COM	48282T104	14,856	53	SH		SOLE		0	0	53
ISHARES TR	FLTG RATE NT ETF	46429B655	1,266	25	SH		SOLE		0	0	25
GENERAL ELECTRIC CO	COM NEW	369604301	439,813	3,446	SH		SOLE		0	0	3,446
SELECTIVE INS GROUP INC	COM	816300107	23,577	237	SH		SOLE		0	0	237
RYDER SYS INC	COM	783549108	26,119	227	SH		SOLE		0	0	227
BROADCOM INC	COM	11135F101	7,814	7	SH		SOLE		0	0	7
ISHARES TR	MSCI USA MMENTM	46432F396	18,356	117	SH		SOLE		0	0	117
PARKER-HANNIFIN CORP	COM	701094104	2,764	6	SH		SOLE		0	0	6
FORTIVE CORP	COM	34959J108	447,302	6,075	SH		SOLE		105	0	5,970
NCR ATLEOS CORPORATION	COM SHS	63001N106	3,449	142	SH		SOLE		0	0	142
WABTEC	COM	929740108	805,815	6,350	SH		SOLE		73	0	6,277
AMPHENOL CORP NEW	CL A	032095101	462,937	4,670	SH		SOLE		0	0	4,670
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	45,072	190	SH		SOLE		0	0	190
J & J SNACK FOODS CORP	COM	466032109	261,407	1,564	SH		SOLE		0	0	1,564
RAMBUS INC DEL	COM	750917106	577,327	8,459	SH		SOLE		0	0	8,459
TARGA RES CORP	COM	87612G101	593,843	6,836	SH		SOLE		79	0	6,757
CSW INDUSTRIALS INC	COM	126402106	16,385	79	SH		SOLE		0	0	79
CHEMED CORP NEW	COM	16359R103	23,975	41	SH		SOLE		0	0	41
PINNACLE WEST CAP CORP	COM	723484101	499,432	6,952	SH		SOLE		96	0	6,857
CROWDSTRIKE HLDGS INC	CL A	22788C105	11,608,634	45,467	SH		SOLE		144	0	45,323
CARNIVAL CORP	UNIT 99/99/9999	143658300	806,305	43,490	SH		SOLE		722	0	42,768
SONY GROUP CORP	SPONSORED ADR	835699307	187,392	1,979	SH		SOLE		264	0	1,715
SCHWAB STRATEGIC TR	US MID-CAP ETF	808524508	50,916	676	SH		SOLE		0	0	676
ISHARES INC	EMNG MKTS EQT	46434G889	10,844	253	SH		SOLE		0	0	253
CIMPRESS PLC	SHS EURO	G2143T103	185,396	2,316	SH		SOLE		307	0	2,009
LEGALZOOM COM INC	COM	52466B103	11,673	1,033	SH		SOLE		0	0	1,033
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	469,008	1,315	SH		SOLE		0	0	1,315
PENTAIR PLC	SHS	G7S00T104	524,457	7,213	SH		SOLE		77	0	7,136
ATI INC	COM	01741R102	16,960	373	SH		SOLE		0	0	373
STANLEY BLACK & DECKER INC	COM	854502101	355,514	3,624	SH		SOLE		57	0	3,567
CURTISS WRIGHT CORP	COM	231561101	25,398	114	SH		SOLE		0	0	114
AAR CORP	COM	000361105	10,858	174	SH		SOLE		0	0	174
ARCH CAP GROUP LTD	ORD	G0450A105	480,601	6,471	SH		SOLE		71	0	6,400
SEALED AIR CORP NEW	COM	81211K100	2,191	60	SH		SOLE		0	0	60
DOLBY LABORATORIES INC	COM CL A	25659T107	24,389	283	SH		SOLE		0	0	283
GARTNER INC	COM	366651107	868,387	1,925	SH		SOLE		22	0	1,903
DROPBOX INC	CL A	26210C104	25,589	868	SH		SOLE		0	0	868
ISHARES INC	MSCI SWITZERLAND	464286749	759,528	15,735	SH		SOLE		2,128	0	13,607
PRIMERICA INC	COM	74164M108	24,485	119	SH		SOLE		0	0	119
WESTROCK CO	COM	96145D105	562,762	13,554	SH		SOLE		148	0	13,406
WESTERN DIGITAL CORP.	COM	958102105	389,895	7,445	SH		SOLE		119	0	7,326
VICTORY CAP HLDGS INC	COM CL A	92645B103	12,881	374	SH		SOLE		0	0	374
CLEAN HARBORS INC	COM	184496107	25,478	146	SH		SOLE		0	0	146
KIMBERLY-CLARK CORP	COM	494368103	3,984,677	32,793	SH		SOLE		132	0	32,661
INVESCO EXCH TRADED FD TR II	EMRNG MKT SVRG	46138E784	2,619	127	SH		SOLE		0	0	127
TJX COS INC NEW	COM	872540109	2,439	26	SH		SOLE		0	0	26
FLEETCOR TECHNOLOGIES INC	COM	339041105	791,873	2,802	SH		SOLE		34	0	2,768
ESSENT GROUP LTD	COM	G3198U102	25,579	485	SH		SOLE		0	0	485
KLA CORP	COM NEW	482480100	1,348,616	2,320	SH		SOLE		23	0	2,297
ISHARES INC	MSCI EURZONE ETF	464286608	761,649	16,055	SH		SOLE		2,158	0	13,897
EXPEDITORS INTL WASH INC	COM	302130109	619,464	4,870	SH		SOLE		56	0	4,814
WALMART INC	COM	931142103	389,711	2,472	SH		SOLE		0	0	2,472
SIMPSON MFG INC	COM	829073105	28,707	145	SH		SOLE		0	0	145
HESS CORP	COM	42809H107	290,915	2,018	SH		SOLE		40	0	1,978
ISHARES TR	IBOXX INV CP ETF	464287242	1,771	16	SH		SOLE		0	0	16
ISHARES TR	MSCI DENMARK ETF	46429B523	733,237	6,538	SH		SOLE		890	0	5,648
AIRBNB INC	COM CL A	009066101	6,963,425	51,149	SH		SOLE		159	0	50,990
AFLAC INC	COM	001055102	8,111,565	98,322	SH		SOLE		363	0	97,959
ISHARES INC	MSCI MEXICO ETF	464286822	824,852	12,157	SH		SOLE		1,617	0	10,540
SELECT SECTOR SPDR TR	COMMUNICATION	81369Y852	888,051	12,222	SH		SOLE		0	0	12,222
STRYKER CORPORATION	COM	863667101	7,076,539	23,631	SH		SOLE		69	0	23,562
MERCK & CO INC	COM	58933Y105	8,097,679	74,277	SH		SOLE		217	0	74,060
HAEMONETICS CORP MASS	COM	405024100	299,884	3,507	SH		SOLE		0	0	3,507
CORVEL CORP	COM	221006109	404,188	1,635	SH		SOLE		0	0	1,635
MERCADOLIBRE INC	COM	58733R102	216,873	138	SH		SOLE		19	0	119
F5 INC	COM	315616102	543,204	3,035	SH		SOLE		33	0	3,002
ISHARES TR	CORE US AGGBD ET	464287226	3,016,208	30,390	SH		SOLE		0	0	30,390
CACI INTL INC	CL A	127190304	24,290	75	SH		SOLE		0	0	75
VICTORY PORTFOLIOS II	USAA MSCI USA SM	92647N568	3,237	44	SH		SOLE		0	0	44
EMPIRE ST RLTY TR INC	CL A	292104106	14,283	1,474	SH		SOLE		0	0	1,474
VORNADO RLTY TR	SH BEN INT	929042109	26,499	938	SH		SOLE		0	0	938
SHERWIN WILLIAMS CO	COM	824348106	444,458	1,425	SH		SOLE		0	0	1,425
CARDINAL HEALTH INC	COM	14149Y108	9,524,794	94,492	SH		SOLE		362	0	94,130
TYLER TECHNOLOGIES INC	COM	902252105	425,228	1,017	SH		SOLE		16	0	1,001
CINTAS CORP	COM	172908105	9,056,774	15,028	SH		SOLE		53	0	14,975
ULTA BEAUTY INC	COM	90384S303	2,450	5	SH		SOLE		0	0	5
VANGUARD INDEX FDS	SMALL CP ETF	922908751	3,627	17	SH		SOLE		0	0	17
VERIZON COMMUNICATIONS INC	COM	92343V104	3,280	87	SH		SOLE		0	0	87
KIRBY CORP	COM	497266106	24,486	312	SH		SOLE		0	0	312
PG&E CORP	COM	69331C108	588,157	32,621	SH		SOLE		0	0	32,621
AUTOZONE INC	COM	053332102	612,790	237	SH		SOLE		0	0	237
PENNYMAC FINL SVCS INC NEW	COM	70932M107	251,855	2,850	SH		SOLE		0	0	2,850
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	142,956	282	SH		SOLE		0	0	282
JPMORGAN CHASE & CO	COM	46625H100	451,956	2,657	SH		SOLE		0	0	2,657
CENTRAL GARDEN & PET CO	COM	153527106	13,931	278	SH		SOLE		0	0	278
RALPH LAUREN CORP	CL A	751212101	479,753	3,327	SH		SOLE		54	0	3,273
EVEREST GROUP LTD	COM	G3223R108	699,381	1,978	SH		SOLE		22	0	1,956
NETFLIX INC	COM	64110L106	8,464,896	17,386	SH		SOLE		55	0	17,331
LENNAR CORP	CL A	526057104	496,750	3,333	SH		SOLE		54	0	3,279
EXELIXIS INC	COM	30161Q104	26,077	1,087	SH		SOLE		0	0	1,087
ISHARES TR	MSCI USA QLT FCT	46432F339	21,335	145	SH		SOLE		0	0	145
BUILDERS FIRSTSOURCE INC	COM	12008R107	28,046	168	SH		SOLE		0	0	168
Q2 HLDGS INC	COM	74736L109	297,793	6,860	SH		SOLE		0	0	6,860
MYR GROUP INC DEL	COM	55405W104	13,884	96	SH		SOLE		0	0	96
PBF ENERGY INC	CL A	69318G106	23,958	545	SH		SOLE		0	0	545
AMAZON COM INC	COM	023135106	7,012,183	46,151	SH		SOLE		148	0	46,003
ECOLAB INC	COM	278865100	423,081	2,133	SH		SOLE		31	0	2,102
BOOT BARN HLDGS INC	COM	099406100	160,352	2,089	SH		SOLE		0	0	2,089
ATLASSIAN CORPORATION	CL A	049468101	215,263	905	SH		SOLE		123	0	782
WORKIVA INC	COM CL A	98139A105	229,255	2,258	SH		SOLE		0	0	2,258
UNUM GROUP	COM	91529Y106	25,052	554	SH		SOLE		0	0	554
DAVITA INC	COM	23918K108	611,484	5,837	SH		SOLE		67	0	5,770
SCHWAB STRATEGIC TR	US TIPS ETF	808524870	72,349	1,386	SH		SOLE		0	0	1,386
MARTIN MARIETTA MATLS INC	COM	573284106	651,576	1,306	SH		SOLE		15	0	1,291
FASTLY INC	CL A	31188V100	12,567	706	SH		SOLE		0	0	706
SHAKE SHACK INC	CL A	819047101	243,410	3,284	SH		SOLE		0	0	3,284
AMERIPRISE FINL INC	COM	03076C106	435,285	1,146	SH		SOLE		17	0	1,129
COSTCO WHSL CORP NEW	COM	22160K105	387,467	587	SH		SOLE		0	0	587
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	50077B207	13,107	646	SH		SOLE		0	0	646
GROUP 1 AUTOMOTIVE INC	COM	398905109	368,431	1,209	SH		SOLE		0	0	1,209
BOEING CO	COM	097023105	65,165	250	SH		SOLE		0	0	250
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	500472303	200,358	8,588	SH		SOLE		1,145	0	7,443
NVIDIA CORPORATION	COM	67066G104	430,841	870	SH		SOLE		0	0	870
SELECT SECTOR SPDR TR	INDL	81369Y704	400,675	3,515	SH		SOLE		0	0	3,515
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	92206C409	170,756	2,207	SH		SOLE		0	0	2,207
BUNGE GLOBAL SA	COM SHS	H11356104	914,506	9,059	SH		SOLE		62	0	8,997
ROYAL CARIBBEAN GROUP	COM	V7780T103	863,957	6,672	SH		SOLE		109	0	6,563
TRANSDIGM GROUP INC	COM	893641100	483,545	478	SH		SOLE		7	0	471
INVESCO QQQ TR	UNIT SER 1	46090E103	2,068,076	5,050	SH		SOLE		0	0	5,050
CARRIER GLOBAL CORPORATION	COM	14448C104	444,491	7,737	SH		SOLE		116	0	7,621
MCKESSON CORP	COM	58155Q103	14,056,536	30,361	SH		SOLE		111	0	30,250
MASCO CORP	COM	574599106	436,844	6,522	SH		SOLE		98	0	6,424
TESLA INC	COM	88160R101	24,848	100	SH		SOLE		0	0	100
VANGUARD WORLD FDS	INF TECH ETF	92204A702	5,324	11	SH		SOLE		0	0	11
MASONITE INTL CORP	COM	575385109	148,663	1,756	SH		SOLE		0	0	1,756
ISHARES TR	MSCI UK ETF NEW	46435G334	749,508	22,678	SH		SOLE		3,013	0	19,665
PTC INC	COM	69370C100	834,559	4,770	SH		SOLE		55	0	4,715
ITRON INC	COM	465741106	16,084	213	SH		SOLE		0	0	213
CHIPOTLE MEXICAN GRILL INC	COM	169656105	9,099,814	3,979	SH		SOLE		10	0	3,969
ISHARES TR	MSCI USA VALUE	46432F388	9,003	89	SH		SOLE		0	0	89
TERADATA CORP DEL	COM	88076W103	1,305	30	SH		SOLE		0	0	30
AMETEK INC	COM	031100100	430,363	2,610	SH		SOLE		43	0	2,567
TREX CO INC	COM	89531P105	28,480	344	SH		SOLE		0	0	344
PALO ALTO NETWORKS INC	COM	697435105	2,949	10	SH		SOLE		0	0	10
VISA INC	COM CL A	92826C839	426,453	1,638	SH		SOLE		0	0	1,638
VANGUARD INDEX FDS	GROWTH ETF	922908736	11,192	36	SH		SOLE		0	0	36
THOMSON REUTERS CORP.	COM	884903808	447,726	3,062	SH		SOLE		0	0	3,062
MUELLER INDS INC	COM	624756102	16,833	357	SH		SOLE		0	0	357
FEDERAL SIGNAL CORP	COM	313855108	310,797	4,050	SH		SOLE		0	0	4,050
ORACLE CORP	COM	68389X105	2,319	22	SH		SOLE		0	0	22
WASTE CONNECTIONS INC	COM	94106B101	6,596,391	44,191	SH		SOLE		134	0	44,057
DREAM FINDERS HOMES INC	COM CL A	26154D100	16,628	468	SH		SOLE		0	0	468
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	163,467	1,911	SH		SOLE		0	0	1,911
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	479,470	2,979	SH		SOLE		46	0	2,933
OLD REP INTL CORP	COM	680223104	353,564	12,026	SH		SOLE		0	0	12,026
BAKER HUGHES COMPANY	CL A	05722G100	516,802	15,120	SH		SOLE		171	0	14,949
SALESFORCE INC	COM	79466L302	488,388	1,856	SH		SOLE		0	0	1,856
ISHARES TR	20 YR TR BD ETF	464287432	297	3	SH		SOLE		0	0	3
ING GROEP N.V.	SPONSORED ADR	456837103	195,140	12,992	SH		SOLE		1,732	0	11,260
APPIAN CORP	CL A	03782L101	136,743	3,631	SH		SOLE		0	0	3,631
EQUINIX INC	COM	29444U700	543,638	675	SH		SOLE		0	0	675
SCHWAB STRATEGIC TR	US SML CAP ETF	808524607	24,376	516	SH		SOLE		0	0	516
ISHARES TR	MSCI IRELAND ETF	46429B507	778,511	12,735	SH		SOLE		1,703	0	11,032
EATON CORP PLC	SHS	G29183103	543,531	2,257	SH		SOLE		0	0	2,257
URBAN OUTFITTERS INC	COM	917047102	340,376	9,537	SH		SOLE		0	0	9,537
ARTISAN PARTNERS ASSET MGMT	CL A	04316A108	15,154	343	SH		SOLE		0	0	343
INTERDIGITAL INC	COM	45867G101	13,025	120	SH		SOLE		0	0	120
BECTON DICKINSON & CO	COM	075887109	5,828,512	23,904	SH		SOLE		76	0	23,828
DISNEY WALT CO	COM	254687106	114,668	1,270	SH		SOLE		0	0	1,270
CENCORA INC	COM	03073E105	1,177,649	5,734	SH		SOLE		44	0	5,690
FISERV INC	COM	337738108	7,073,066	53,245	SH		SOLE		141	0	53,104
MARRIOTT INTL INC NEW	CL A	571903202	680,589	3,018	SH		SOLE		0	0	3,018
UFP INDUSTRIES INC	COM	90278Q108	26,868	214	SH		SOLE		0	0	214
MASTERCARD INCORPORATED	CL A	57636Q104	8,034,595	18,838	SH		SOLE		53	0	18,785
CHORD ENERGY CORPORATION	COM NEW	674215207	43,054	259	SH		SOLE		0	0	259
INNOSPEC INC	COM	45768S105	308,593	2,504	SH		SOLE		0	0	2,504
NEW YORK TIMES CO	CL A	650111107	27,336	558	SH		SOLE		0	0	558
NETAPP INC	COM	64110D104	501,807	5,692	SH		SOLE		87	0	5,605
TETRA TECH INC NEW	COM	88162G103	25,540	153	SH		SOLE		0	0	153
GLOBANT S A	COM	L44385109	4,046	17	SH		SOLE		0	0	17
NCR VOYIX CORPORATION	COM	62886E108	4,802	284	SH		SOLE		0	0	284
GARMIN LTD	SHS	H2906T109	785,765	6,113	SH		SOLE		74	0	6,039
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	383,199	2,219	SH		SOLE		0	0	2,219
ATMOS ENERGY CORP	COM	049560105	437,523	3,775	SH		SOLE		65	0	3,710
CELSIUS HLDGS INC	COM NEW	15118V207	24,643	452	SH		SOLE		0	0	452
VERACYTE INC	COM	92337F107	243,436	8,849	SH		SOLE		0	0	8,849
ADVANCED DRAIN SYS INC DEL	COM	00790R104	27,144	193	SH		SOLE		0	0	193
N-ABLE INC	COMMON STOCK	62878D100	183,963	13,884	SH		SOLE		0	0	13,884
VERTEX PHARMACEUTICALS INC	COM	92532F100	634,342	1,559	SH		SOLE		0	0	1,559
INTEGER HLDGS CORP	COM	45826H109	14,168	143	SH		SOLE		0	0	143
SPDR SER TR	S&P 600 SMCP VAL	78464A300	17,912	215	SH		SOLE		0	0	215
ISHARES TR	INTERNATIONAL SL	46434V266	3,823	119	SH		SOLE		0	0	119
ALAMO GROUP INC	COM	011311107	13,452	64	SH		SOLE		0	0	64
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	G7997R103	441,960	5,177	SH		SOLE		78	0	5,099
PHILLIPS 66	COM	718546104	226,471	1,701	SH		SOLE		0	0	1,701
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	7,181,920	38,220	SH		SOLE		115	0	38,105
SCHWAB STRATEGIC TR	INTL EQTY ETF	808524805	8,168	221	SH		SOLE		0	0	221
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	464,661	6,152	SH		SOLE		97	0	6,055
OWENS CORNING NEW	COM	690742101	26,533	179	SH		SOLE		0	0	179
CBOE GLOBAL MKTS INC	COM	12503M108	813,341	4,555	SH		SOLE		54	0	4,501
MEDPACE HLDGS INC	COM	58506Q109	25,749	84	SH		SOLE		0	0	84
WARRIOR MET COAL INC	COM	93627C101	14,328	235	SH		SOLE		0	0	235
SELECT SECTOR SPDR TR	FINANCIAL	81369Y605	696,314	18,519	SH		SOLE		0	0	18,519
VANECK ETF TRUST	FALLEN ANGEL HG	92189F437	3,857	134	SH		SOLE		0	0	134
HSBC HLDGS PLC	SPON ADR NEW	404280406	176,998	4,366	SH		SOLE		582	0	3,784
BOISE CASCADE CO DEL	COM	09739D100	16,817	130	SH		SOLE		0	0	130
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	532,714	31,373	SH		SOLE		512	0	30,861
CHEESECAKE FACTORY INC	COM	163072101	14,879	425	SH		SOLE		0	0	425
VULCAN MATLS CO	COM	929160109	576,378	2,539	SH		SOLE		29	0	2,510
WHITE MTNS INS GROUP LTD	COM	G9618E107	251,337	167	SH		SOLE		0	0	167
LITHIA MTRS INC	COM	536797103	59,929	182	SH		SOLE		0	0	182
DELL TECHNOLOGIES INC	CL C	24703L202	9,257	121	SH		SOLE		0	0	121
DUPONT DE NEMOURS INC	COM	26614N102	613,748	7,978	SH		SOLE		89	0	7,889
ROPER TECHNOLOGIES INC	COM	776696106	427,958	785	SH		SOLE		0	0	785
LAM RESEARCH CORP	COM	512807108	7,929,724	10,124	SH		SOLE		29	0	10,095
AKAMAI TECHNOLOGIES INC	COM	00971T101	478,134	4,040	SH		SOLE		62	0	3,978
J P MORGAN EXCHANGE TRADED F	DIVERSFED RTRN	46641Q886	7,902	86	SH		SOLE		0	0	86
AON PLC	SHS CL A	G0403H108	6,299,128	21,645	SH		SOLE		61	0	21,584
SPROUTS FMRS MKT INC	COM	85208M102	16,935	352	SH		SOLE		0	0	352
NMI HLDGS INC	CL A	629209305	253,912	8,555	SH		SOLE		0	0	8,555
ARISTA NETWORKS INC	COM	040413106	624,573	2,652	SH		SOLE		42	0	2,610
ZILLOW GROUP INC	CL C CAP STK	98954M200	7,111,168	122,903	SH		SOLE		393	0	122,510
LIVERAMP HLDGS INC	COM	53815P108	13,713	362	SH		SOLE		0	0	362
CME GROUP INC	COM	12572Q105	357,388	1,697	SH		SOLE		0	0	1,697
WATSCO INC	COM	942622200	25,708	60	SH		SOLE		0	0	60
PEPSICO INC	COM	713448108	18,513	109	SH		SOLE		0	0	109
BLACKROCK MULTI SECTOR INC T	COM	09258A107	15,000	1,000	SH		SOLE		0	0	1,000
LGI HOMES INC	COM	50187T106	284,297	2,135	SH		SOLE		0	0	2,135
INTUIT	COM	461202103	502,524	804	SH		SOLE		0	0	804
LINCOLN ELEC HLDGS INC	COM	533900106	26,530	122	SH		SOLE		0	0	122
INTERACTIVE BROKERS GROUP IN	COM CL A	45841N107	24,787	299	SH		SOLE		0	0	299
ISHARES TR	RUSSELL 2000 ETF	464287655	72,710	362	SH		SOLE		0	0	362
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	1,227,173	6,863	SH		SOLE		0	0	6,863
SYNOPSYS INC	COM	871607107	1,618,877	3,144	SH		SOLE		34	0	3,110
PROCTER AND GAMBLE CO	COM	742718109	6,401,893	43,687	SH		SOLE		115	0	43,572
UPBOUND GROUP INC	COM	76009N100	266,597	7,848	SH		SOLE		0	0	7,848
COPART INC	COM	217204106	7,079,177	144,473	SH		SOLE		552	0	143,921
WATTS WATER TECHNOLOGIES INC	CL A	942749102	25,626	123	SH		SOLE		0	0	123
FLOWSERVE CORP	COM	34354P105	25,845	627	SH		SOLE		0	0	627
REGIONS FINANCIAL CORP NEW	COM	7591EP100	771,324	39,800	SH		SOLE		0	0	39,800
ONTO INNOVATION INC	COM	683344105	27,522	180	SH		SOLE		0	0	180
FERRARI N V	COM	N3167Y103	173,276	512	SH		SOLE		69	0	443
LAUREATE EDUCATION INC	COMMON STOCK	518613203	12,435	907	SH		SOLE		0	0	907
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	162,601	2,883	SH		SOLE		0	0	2,883
BOSTON SCIENTIFIC CORP	COM	101137107	429,817	7,435	SH		SOLE		0	0	7,435
ISHARES TR	MSCI USA MIN VOL	46429B697	13,265	170	SH		SOLE		0	0	170
NORFOLK SOUTHN CORP	COM	655844108	70,914	300	SH		SOLE		0	0	300
VOYA FINANCIAL INC	COM	929089100	265,501	3,639	SH		SOLE		0	0	3,639
FAIR ISAAC CORP	COM	303250104	568,037	488	SH		SOLE		7	0	481
M/I HOMES INC	COM	55305B101	17,906	130	SH		SOLE		0	0	130
BWX TECHNOLOGIES INC	COM	05605H100	24,323	317	SH		SOLE		0	0	317
SELECT SECTOR SPDR TR	SBI HEALTHCARE	81369Y209	985,482	7,226	SH		SOLE		0	0	7,226
COMCAST CORP NEW	CL A	20030N101	6,576,272	149,972	SH		SOLE		438	0	149,534
INTUITIVE SURGICAL INC	COM NEW	46120E602	374,807	1,111	SH		SOLE		0	0	1,111
OTTER TAIL CORP	COM	689648103	14,870	175	SH		SOLE		0	0	175
HINGHAM INSTN SVGS MASS	COM	433323102	24,300	125	SH		SOLE		0	0	125
BOSTON PROPERTIES INC	COM	101121101	274,365	3,910	SH		SOLE		0	0	3,910
SELECT SECTOR SPDR TR	ENERGY	81369Y506	1,868,877	22,291	SH		SOLE		0	0	22,291
MOOG INC	CL A	615394202	16,071	111	SH		SOLE		0	0	111
META PLATFORMS INC	CL A	30303M102	437,141	1,235	SH		SOLE		0	0	1,235
OLLIES BARGAIN OUTLET HLDGS	COM	681116109	314,412	4,143	SH		SOLE		0	0	4,143
ADOBE INC	COM	00724F101	9,787,223	16,405	SH		SOLE		49	0	16,356
SAIA INC	COM	78709Y105	25,855	59	SH		SOLE		0	0	59
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	3,353	70	SH		SOLE		0	0	70
ISHARES TR	NATIONAL MUN ETF	464288414	434	4	SH		SOLE		0	0	4
CDW CORP	COM	12514G108	620,811	2,731	SH		SOLE		31	0	2,700
DIGITAL RLTY TR INC	COM	253868103	569,273	4,230	SH		SOLE		46	0	4,184
HOWMET AEROSPACE INC	COM	443201108	907,105	16,761	SH		SOLE		185	0	16,576
WEST PHARMACEUTICAL SVSC INC	COM	955306105	591,209	1,679	SH		SOLE		19	0	1,660
GALLAGHER ARTHUR J & CO	COM	363576109	1,596,873	7,101	SH		SOLE		64	0	7,038
CORNERSTONE TOTAL RETURN FD	COM	21924U300	26,016	3,685	SH		SOLE		0	0	3,685
PULTE GROUP INC	COM	745867101	961,598	9,316	SH		SOLE		126	0	9,190
AMPHASTAR PHARMACEUTICALS IN	COM	03209R103	14,720	238	SH		SOLE		0	0	238
BEACON ROOFING SUPPLY INC	COM	073685109	387,500	4,453	SH		SOLE		0	0	4,453
SELECT SECTOR SPDR TR	SBI CONS STPLS	81369Y308	427,138	5,930	SH		SOLE		0	0	5,930
ISHARES INC	MSCI FRANCE ETF	464286707	792,611	20,230	SH		SOLE		2,678	0	17,552
APPLIED MATLS INC	COM	038222105	7,274,026	44,882	SH		SOLE		144	0	44,738
EXTREME NETWORKS	COM	30226D106	13,353	757	SH		SOLE		0	0	757
DOMINOS PIZZA INC	COM	25754A201	529,716	1,285	SH		SOLE		14	0	1,271
NEXTERA ENERGY INC	COM	65339F101	5,345	88	SH		SOLE		0	0	88
ALPHABET INC	CAP STK CL A	02079K305	2,514	18	SH		SOLE		0	0	18
MSC INDL DIRECT INC	CL A	553530106	24,809	245	SH		SOLE		0	0	245
NVENT ELECTRIC PLC	SHS	G6700G107	217,274	3,677	SH		SOLE		431	0	3,246
DYNATRACE INC	COM NEW	268150109	25,486	466	SH		SOLE		0	0	466
SPDR S&P 500 ETF TR	TR UNIT	78462F103	1,609,413	3,386	SH		SOLE		0	0	3,386
MSA SAFETY INC	COM	553498106	25,156	149	SH		SOLE		0	0	149
PEGASYSTEMS INC	COM	705573103	225,635	4,618	SH		SOLE		0	0	4,618
LOEWS CORP	COM	540424108	626,519	9,003	SH		SOLE		112	0	8,891
WD 40 CO	COM	929236107	14,822	62	SH		SOLE		0	0	62
SNAP ON INC	COM	833034101	569,881	1,973	SH		SOLE		25	0	1,948
ROKU INC	COM CL A	77543R102	4,583	50	SH		SOLE		0	0	50
GRAINGER W W INC	COM	384802104	834,491	1,007	SH		SOLE		12	0	995
AUTONATION INC	COM	05329W102	7,687,864	51,191	SH		SOLE		150	0	51,041
SMITH A O CORP	COM	831865209	179,225	2,174	SH		SOLE		0	0	2,174
VODAFONE GROUP PLC NEW	SPONSORED ADR	92857W308	78	9	SH		SOLE		0	0	9
MOTOROLA SOLUTIONS INC	COM NEW	620076307	6,888,919	22,003	SH		SOLE		68	0	21,935
COLUMBIA SPORTSWEAR CO	COM	198516106	162,023	2,037	SH		SOLE		0	0	2,037
GIBRALTAR INDS INC	COM	374689107	13,743	174	SH		SOLE		0	0	174
UBS GROUP AG	SHS	H42097107	10,460,052	338,513	SH		SOLE		2,380	0	336,133
FEDEX CORP	COM	31428X106	336,197	1,329	SH		SOLE		0	0	1,329
ESCO TECHNOLOGIES INC	COM	296315104	14,980	128	SH		SOLE		0	0	128
SPDR SER TR	PORTFOLIO AGRGTE	78464A649	7,051	275	SH		SOLE		0	0	275
FLEXSHARES TR	CR SCD US BD	33939L761	3,645	76	SH		SOLE		0	0	76
TENNANT CO	COM	880345103	268,708	2,899	SH		SOLE		0	0	2,899
ICF INTL INC	COM	44925C103	228,489	1,704	SH		SOLE		0	0	1,704
APPLE INC	COM	037833100	727,378	3,778	SH		SOLE		0	0	3,778
ASGN INC	COM	00191U102	26,158	272	SH		SOLE		0	0	272
APTARGROUP INC	COM	038336103	23,859	193	SH		SOLE		0	0	193
SUPER MICRO COMPUTER INC	COM	86800U104	23,878	84	SH		SOLE		0	0	84
FRESHPET INC	COM	358039105	317,975	3,665	SH		SOLE		0	0	3,665
UNIVERSAL DISPLAY CORP	COM	91347P105	306,972	1,605	SH		SOLE		0	0	1,605
GLOBAL PMTS INC	COM	37940X102	433,197	3,411	SH		SOLE		51	0	3,360
AMEDISYS INC	COM	023436108	257,518	2,709	SH		SOLE		0	0	2,709
RADNET INC	COM	750491102	11,996	345	SH		SOLE		0	0	345
ROSS STORES INC	COM	778296103	454,058	3,281	SH		SOLE		51	0	3,230
ISHARES TR	MSCI EAFE ETF	464287465	3,521,845	46,740	SH		SOLE		5,451	0	41,289
IRON MTN INC DEL	COM	46284V101	947,529	13,540	SH		SOLE		142	0	13,399
AT&T INC	COM	00206R102	10,655	635	SH		SOLE		0	0	635
ROLLINS INC	COM	775711104	741,167	16,972	SH		SOLE		211	0	16,761
OREILLY AUTOMOTIVE INC	COM	67103H107	487,391	513	SH		SOLE		0	0	513
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	3,494	8	SH		SOLE		0	0	8
EVERCORE INC	CLASS A	29977A105	27,197	159	SH		SOLE		0	0	159
BLACKSTONE INC	COM	09260D107	3,142	24	SH		SOLE		0	0	24