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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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	221,911	3,331	SH		SOLE		0	0	3,331
MCDONALDS CORP	COM	580135101	6,915,670	24,528	SH		SOLE		50	0	24,478
SCIENCE APPLICATIONS INTL CO	COM	808625107	26,730	205	SH		SOLE		0	0	205
SELECT SECTOR SPDR TR	RL EST SEL SEC	81369Y860	144,522	3,656	SH		SOLE		0	0	3,656
WESTLAKE CORPORATION	COM	960413102	9,658,182	63,208	SH		SOLE		142	0	63,066
D R HORTON INC	COM	23331A109	8,803,260	53,499	SH		SOLE		165	0	53,334
FASTENAL CO	COM	311900104	9,083,852	117,758	SH		SOLE		401	0	117,357
ZIONS BANCORPORATION N A	COM	989701107	740,664	17,066	SH		SOLE		191	0	16,875
HASBRO INC	COM	418056107	6,500	115	SH		SOLE		0	0	115
MONDELEZ INTL INC	CL A	609207105	350,280	5,004	SH		SOLE		0	0	5,004
FRONTDOOR INC	COM	35905A109	209,783	6,439	SH		SOLE		0	0	6,439
ELI LILLY & CO	COM	532457108	501,006	644	SH		SOLE		0	0	644
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	8,435,236	62,001	SH		SOLE		137	0	61,864
BANCORP INC DEL	COM	05969A105	18,370	549	SH		SOLE		0	0	549
INGERSOLL RAND INC	COM	45687V106	843,916	8,888	SH		SOLE		106	0	8,782
TANGER INC	COM	875465106	14,735	499	SH		SOLE		0	0	499
ISHARES TR	MSCI EMG MKT ETF	464287234	509,885	12,412	SH		SOLE		1,558	0	10,854
OLD DOMINION FREIGHT LINE IN	COM	679580100	504,852	2,302	SH		SOLE		36	0	2,266
SAP SE	SPON ADR	803054204	264,656	1,357	SH		SOLE		174	0	1,183
CADENCE DESIGN SYSTEM INC	COM	127387108	8,587,281	27,587	SH		SOLE		101	0	27,487
QUANTA SVCS INC	COM	74762E102	1,241,324	4,778	SH		SOLE		53	0	4,726
STARBUCKS CORP	COM	855244109	50,265	550	SH		SOLE		0	0	550
LULULEMON ATHLETICA INC	COM	550021109	126,571	324	SH		SOLE		0	0	324
BADGER METER INC	COM	056525108	259,381	1,603	SH		SOLE		0	0	1,603
MOHAWK INDS INC	COM	608190104	479,450	3,663	SH		SOLE		59	0	3,604
ALPHABET INC	CAP STK CL C	02079K107	7,905,035	51,918	SH		SOLE		109	0	51,809
CORPAY INC	COM SHS	219948106	8,537,302	27,670	SH		SOLE		86	0	27,584
AVNET INC	COM	053807103	11,899	240	SH		SOLE		0	0	240
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	2,219,325	10,656	SH		SOLE		0	0	10,656
MICROSOFT CORP	COM	594918104	8,262,520	19,639	SH		SOLE		40	0	19,599
MARSH & MCLENNAN COS INC	COM	571748102	8,268,037	40,140	SH		SOLE		87	0	40,053
NEWS CORP NEW	CL B	65249B208	560,846	20,726	SH		SOLE		372	0	20,354
PINTEREST INC	CL A	72352L106	8,047,011	232,103	SH		SOLE		517	0	231,586
COMERICA INC	COM	200340107	497,495	9,047	SH		SOLE		146	0	8,901
LIVE NATION ENTERTAINMENT IN	COM	538034109	472,052	4,463	SH		SOLE		73	0	4,390
ROBERT HALF INC.	COM	770323103	378,800	4,778	SH		SOLE		71	0	4,707
SHOPIFY INC	CL A	82509L107	9,517,993	123,338	SH		SOLE		299	0	123,039
SCHWAB STRATEGIC TR	SHT TM US TRES	808524862	154,754	3,210	SH		SOLE		0	0	3,210
RYANAIR HOLDINGS PLC	SPONSORED ADS	783513203	255,802	1,757	SH		SOLE		233	0	1,524
ELECTRONIC ARTS INC	COM	285512109	391,111	2,948	SH		SOLE		44	0	2,904
RELIANCE INC	COM	759509102	29,742	89	SH		SOLE		0	0	89
TOPBUILD CORP	COM	89055F103	33,495	76	SH		SOLE		0	0	76
VONTIER CORPORATION	COM	928881101	375,082	8,269	SH		SOLE		0	0	8,269
COMFORT SYS USA INC	COM	199908104	23,828	75	SH		SOLE		0	0	75
ARCBEST CORP	COM	03937C105	26,790	188	SH		SOLE		0	0	188
WARNER BROS DISCOVERY INC	COM SER A	934423104	646	74	SH		SOLE		0	0	74
KADANT INC	COM	48282T104	17,389	53	SH		SOLE		0	0	53
RUSH ENTERPRISES INC	CL A	781846209	270,222	5,049	SH		SOLE		0	0	5,049
CELANESE CORP DEL	COM	150870103	465,397	2,708	SH		SOLE		42	0	2,666
GMS INC	COM	36251C103	18,397	189	SH		SOLE		0	0	189
ISHARES INC	MSCI ITALY ETF	46434G830	843,268	22,356	SH		SOLE		2,934	0	19,422
ISHARES TR	FLTG RATE NT ETF	46429B655	1,277	25	SH		SOLE		0	0	25
GENERAL ELECTRIC CO	COM NEW	369604301	601,366	3,426	SH		SOLE		0	0	3,426
SELECTIVE INS GROUP INC	COM	816300107	25,873	237	SH		SOLE		0	0	237
RYDER SYS INC	COM	783549108	28,966	241	SH		SOLE		0	0	241
BROADCOM INC	COM	11135F101	11,929	9	SH		SOLE		0	0	9
S&P GLOBAL INC	COM	78409V104	2,127	5	SH		SOLE		0	0	5
ISHARES TR	MSCI USA MMENTM	46432F396	21,920	117	SH		SOLE		0	0	117
PARKER-HANNIFIN CORP	COM	701094104	3,335	6	SH		SOLE		0	0	6
NCR ATLEOS CORPORATION	COM SHS	63001N106	2,805	142	SH		SOLE		0	0	142
WABTEC	COM	929740108	922,154	6,330	SH		SOLE		73	0	6,257
AMPHENOL CORP NEW	CL A	032095101	508,809	4,411	SH		SOLE		0	0	4,411
FORTIVE CORP	COM	34959J108	520,679	6,053	SH		SOLE		105	0	5,948
RAMBUS INC DEL	COM	750917106	467,345	7,561	SH		SOLE		0	0	7,561
TARGA RES CORP	COM	87612G101	774,187	6,913	SH		SOLE		79	0	6,834
CSW INDUSTRIALS INC	COM	126402106	18,533	79	SH		SOLE		0	0	79
CHEMED CORP NEW	COM	16359R103	28,887	45	SH		SOLE		0	0	45
SIX FLAGS ENTMT CORP NEW	COM	83001A102	144,681	5,497	SH		SOLE		0	0	5,497
CIMPRESS PLC	SHS EURO	G2143T103	197,997	2,237	SH		SOLE		292	0	1,945
SONY GROUP CORP	SPONSORED ADR	835699307	168,565	1,966	SH		SOLE		251	0	1,715
SCHWAB STRATEGIC TR	US MID-CAP ETF	808524508	66,610	818	SH		SOLE		0	0	818
BANCO SANTANDER S.A.	ADR	05964H105	231,265	47,782	SH		SOLE		6,297	0	41,485
CARNIVAL CORP	UNIT 99/99/9999	143658300	703,029	43,025	SH		SOLE		722	0	42,303
CROWDSTRIKE HLDGS INC	CL A	22788C105	13,720,611	42,798	SH		SOLE		104	0	42,694
ISHARES INC	EMNG MKTS EQT	46434G889	11,269	253	SH		SOLE		0	0	253
PENTAIR PLC	SHS	G7S00T104	625,848	7,325	SH		SOLE		77	0	7,248
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	546,676	1,300	SH		SOLE		0	0	1,300
CUSHMAN WAKEFIELD PLC	SHS	G2717B108	240,308	22,974	SH		SOLE		0	0	22,974
AAR CORP	COM	000361105	10,417	174	SH		SOLE		0	0	174
ATI INC	COM	01741R102	19,086	373	SH		SOLE		0	0	373
ARCH CAP GROUP LTD	ORD	G0450A105	592,910	6,414	SH		SOLE		71	0	6,343
GARTNER INC	COM	366651107	899,953	1,888	SH		SOLE		22	0	1,866
STANLEY BLACK & DECKER INC	COM	854502101	353,821	3,613	SH		SOLE		57	0	3,556
CURTISS WRIGHT CORP	COM	231561101	30,713	120	SH		SOLE		0	0	120
SEALED AIR CORP NEW	COM	81211K100	2,232	60	SH		SOLE		0	0	60
WESTERN DIGITAL CORP.	COM	958102105	505,931	7,414	SH		SOLE		119	0	7,295
WILLIAMS SONOMA INC	COM	969904101	33,341	105	SH		SOLE		0	0	105
WESTROCK CO	COM	96145D105	667,229	13,493	SH		SOLE		148	0	13,345
DROPBOX INC	CL A	26210C104	21,092	868	SH		SOLE		0	0	868
PRIMERICA INC	COM	74164M108	30,102	119	SH		SOLE		0	0	119
ISHARES INC	MSCI SWITZERLAND	464286749	725,900	15,250	SH		SOLE		2,039	0	13,211
VICTORY CAP HLDGS INC	COM CL A	92645B103	15,869	374	SH		SOLE		0	0	374
TJX COS INC NEW	COM	872540109	122,414	1,207	SH		SOLE		0	0	1,207
CLEAN HARBORS INC	COM	184496107	29,391	146	SH		SOLE		0	0	146
ISHARES INC	MSCI EURZONE ETF	464286608	791,838	15,508	SH		SOLE		2,054	0	13,454
WALMART INC	COM	931142103	439,422	7,303	SH		SOLE		0	0	7,303
ESSENT GROUP LTD	COM	G3198U102	294,694	4,952	SH		SOLE		0	0	4,952
HESS CORP	COM	42809H107	306,654	2,009	SH		SOLE		40	0	1,969
KLA CORP	COM NEW	482480100	1,500,528	2,148	SH		SOLE		22	0	2,126
EXPEDITORS INTL WASH INC	COM	302130109	599,340	4,930	SH		SOLE		56	0	4,874
SIMPSON MFG INC	COM	829073105	29,751	145	SH		SOLE		0	0	145
ISHARES TR	IBOXX INV CP ETF	464287242	1,743	16	SH		SOLE		0	0	16
ISHARES TR	MSCI DENMARK ETF	46429B523	776,033	6,352	SH		SOLE		853	0	5,499
MANHATTAN ASSOCIATES INC	COM	562750109	30,778	123	SH		SOLE		0	0	123
AIRBNB INC	COM CL A	009066101	8,352,750	50,635	SH		SOLE		115	0	50,520
CORVEL CORP	COM	221006109	425,206	1,617	SH		SOLE		0	0	1,617
AFLAC INC	COM	001055102	8,320,177	96,904	SH		SOLE		287	0	96,617
STRYKER CORPORATION	COM	863667101	8,009,846	22,382	SH		SOLE		50	0	22,332
ISHARES INC	MSCI MEXICO ETF	464286822	811,620	11,710	SH		SOLE		1,528	0	10,182
SELECT SECTOR SPDR TR	COMMUNICATION	81369Y852	1,090,079	13,349	SH		SOLE		0	0	13,349
MERCADOLIBRE INC	COM	58733R102	205,627	136	SH		SOLE		19	0	117
F5 INC	COM	315616102	584,506	3,083	SH		SOLE		33	0	3,050
CACI INTL INC	CL A	127190304	28,412	75	SH		SOLE		0	0	75
NUCOR CORP	COM	670346105	222,638	1,125	SH		SOLE		0	0	1,125
EMPIRE ST RLTY TR INC	CL A	292104106	14,932	1,474	SH		SOLE		0	0	1,474
TYLER TECHNOLOGIES INC	COM	902252105	430,960	1,014	SH		SOLE		16	0	998
KIRBY CORP	COM	497266106	29,740	312	SH		SOLE		0	0	312
SHERWIN WILLIAMS CO	COM	824348106	486,609	1,401	SH		SOLE		0	0	1,401
CINTAS CORP	COM	172908105	10,137,128	14,755	SH		SOLE		43	0	14,712
CARDINAL HEALTH INC	COM	14149Y108	10,485,478	93,704	SH		SOLE		288	0	93,416
VORNADO RLTY TR	SH BEN INT	929042109	26,986	938	SH		SOLE		0	0	938
VERIZON COMMUNICATIONS INC	COM	92343V104	3,651	87	SH		SOLE		0	0	87
ULTA BEAUTY INC	COM	90384S303	2,614	5	SH		SOLE		0	0	5
ALKAMI TECHNOLOGY INC	COM	01644J108	247,616	10,078	SH		SOLE		0	0	10,078
PG&E CORP	COM	69331C108	541,348	32,300	SH		SOLE		0	0	32,300
BATH & BODY WORKS INC	COM	070830104	486,995	9,736	SH		SOLE		158	0	9,578
AUTOZONE INC	COM	053332102	737,486	234	SH		SOLE		0	0	234
QORVO INC	COM	74736K101	423,378	3,687	SH		SOLE		59	0	3,628
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	151,382	272	SH		SOLE		0	0	272
JPMORGAN CHASE & CO	COM	46625H100	520,780	2,600	SH		SOLE		0	0	2,600
CENTRAL GARDEN & PET CO	COM	153527106	11,907	278	SH		SOLE		0	0	278
LINCOLN NATL CORP IND	COM	534187109	553,060	17,321	SH		SOLE		280	0	17,041
UNITED STS LIME & MINERALS I	COM	911922102	310,662	1,042	SH		SOLE		0	0	1,042
PENNYMAC FINL SVCS INC NEW	COM	70932M107	259,607	2,850	SH		SOLE		0	0	2,850
SAMSARA INC	COM CL A	79589L106	7,327,368	193,897	SH		SOLE		413	0	193,484
RALPH LAUREN CORP	CL A	751212101	621,861	3,312	SH		SOLE		54	0	3,258
NETFLIX INC	COM	64110L106	10,657,427	17,548	SH		SOLE		40	0	17,508
LENNAR CORP	CL A	526057104	570,974	3,320	SH		SOLE		54	0	3,266
EXELIXIS INC	COM	30161Q104	25,795	1,087	SH		SOLE		0	0	1,087
DR REDDYS LABS LTD	ADR	256135203	189,243	2,580	SH		SOLE		339	0	2,241
AMAZON COM INC	COM	023135106	8,241,201	45,688	SH		SOLE		111	0	45,577
ECOLAB INC	COM	278865100	919,444	3,982	SH		SOLE		31	0	3,951
MYR GROUP INC DEL	COM	55405W104	258,585	1,463	SH		SOLE		0	0	1,463
Q2 HLDGS INC	COM	74736L109	376,540	7,164	SH		SOLE		0	0	7,164
BUILDERS FIRSTSOURCE INC	COM	12008R107	35,036	168	SH		SOLE		0	0	168
DAVITA INC	COM	23918K108	810,492	5,871	SH		SOLE		67	0	5,804
ATLASSIAN CORPORATION	CL A	049468101	175,794	901	SH		SOLE		117	0	784
MARTIN MARIETTA MATLS INC	COM	573284106	794,438	1,294	SH		SOLE		15	0	1,279
SCHWAB STRATEGIC TR	US TIPS ETF	808524870	72,294	1,386	SH		SOLE		0	0	1,386
AMERIPRISE FINL INC	COM	03076C106	500,698	1,142	SH		SOLE		17	0	1,125
SHAKE SHACK INC	CL A	819047101	338,618	3,255	SH		SOLE		0	0	3,255
FASTLY INC	CL A	31188V100	9,157	706	SH		SOLE		0	0	706
COSTCO WHSL CORP NEW	COM	22160K105	589,767	805	SH		SOLE		0	0	805
TOYOTA MOTOR CORP	ADS	892331307	233,307	927	SH		SOLE		122	0	805
SIMMONS 1ST NATL CORP	CL A $1 PAR	828730200	22,613	1,162	SH		SOLE		0	0	1,162
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	50077B207	11,873	646	SH		SOLE		0	0	646
GROUP 1 AUTOMOTIVE INC	COM	398905109	346,877	1,187	SH		SOLE		0	0	1,187
TRANSDIGM GROUP INC	COM	893641100	585,010	475	SH		SOLE		7	0	468
BOEING CO	COM	097023105	48,248	250	SH		SOLE		0	0	250
SELECT SECTOR SPDR TR	INDL	81369Y704	827,431	6,569	SH		SOLE		0	0	6,569
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	92206C409	170,623	2,207	SH		SOLE		0	0	2,207
NVIDIA CORPORATION	COM	67066G104	692,127	766	SH		SOLE		0	0	766
MCKESSON CORP	COM	58155Q103	15,453,764	28,786	SH		SOLE		85	0	28,701
ROYAL CARIBBEAN GROUP	COM	V7780T103	916,076	6,590	SH		SOLE		105	0	6,485
MASCO CORP	COM	574599106	512,562	6,498	SH		SOLE		98	0	6,400
CARRIER GLOBAL CORPORATION	COM	14448C104	7,713,502	132,694	SH		SOLE		391	0	132,303
INVESCO QQQ TR	UNIT SER 1	46090E103	2,244,027	5,054	SH		SOLE		0	0	5,054
TESLA INC	COM	88160R101	17,579	100	SH		SOLE		0	0	100
ISHARES TR	MSCI UK ETF NEW	46435G334	751,081	21,955	SH		SOLE		2,874	0	19,081
PTC INC	COM	69370C100	890,663	4,714	SH		SOLE		55	0	4,659
ITRON INC	COM	465741106	31,827	344	SH		SOLE		0	0	344
TREX CO INC	COM	89531P105	34,314	344	SH		SOLE		0	0	344
CHIPOTLE MEXICAN GRILL INC	COM	169656105	11,249,200	3,870	SH		SOLE		7	0	3,863
TERADATA CORP DEL	COM	88076W103	1,160	30	SH		SOLE		0	0	30
AMETEK INC	COM	031100100	475,723	2,601	SH		SOLE		43	0	2,558
VISA INC	COM CL A	92826C839	461,877	1,655	SH		SOLE		0	0	1,655
PALO ALTO NETWORKS INC	COM	697435105	2,841	10	SH		SOLE		0	0	10
THOMSON REUTERS CORP.	COM	884903808	475,593	3,052	SH		SOLE		0	0	3,052
ZOETIS INC	CL A	98978V103	377,508	2,231	SH		SOLE		0	0	2,231
FEDERAL SIGNAL CORP	COM	313855108	340,838	4,016	SH		SOLE		0	0	4,016
MUELLER INDS INC	COM	624756102	19,253	357	SH		SOLE		0	0	357
ORACLE CORP	COM	68389X105	2,763	22	SH		SOLE		0	0	22
OLD REP INTL CORP	COM	680223104	362,834	11,811	SH		SOLE		0	0	11,811
WASTE CONNECTIONS INC	COM	94106B101	7,548,659	43,885	SH		SOLE		99	0	43,786
DREAM FINDERS HOMES INC	COM CL A	26154D100	20,466	468	SH		SOLE		0	0	468
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	176,584	1,901	SH		SOLE		0	0	1,901
SALESFORCE INC	COM	79466L302	533,992	1,773	SH		SOLE		0	0	1,773
MARATHON PETE CORP	COM	56585A102	248,248	1,232	SH		SOLE		0	0	1,232
ISHARES TR	20 YR TR BD ETF	464287432	284	3	SH		SOLE		0	0	3
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	440,867	2,969	SH		SOLE		46	0	2,923
SCHWAB STRATEGIC TR	US SML CAP ETF	808524607	31,464	639	SH		SOLE		0	0	639
ISHARES TR	MSCI IRELAND ETF	46429B507	850,679	12,268	SH		SOLE		1,616	0	10,652
EATON CORP PLC	SHS	G29183103	600,658	1,921	SH		SOLE		0	0	1,921
URBAN OUTFITTERS INC	COM	917047102	418,873	9,647	SH		SOLE		0	0	9,647
ING GROEP N.V.	SPONSORED ADR	456837103	207,197	12,565	SH		SOLE		1,659	0	10,906
EQUINIX INC	COM	29444U700	571,954	693	SH		SOLE		0	0	693
DISNEY WALT CO	COM	254687106	155,397	1,270	SH		SOLE		0	0	1,270
CENCORA INC	COM	03073E105	1,291,249	5,314	SH		SOLE		44	0	5,270
MARRIOTT INTL INC NEW	CL A	571903202	734,727	2,912	SH		SOLE		0	0	2,912
ARTISAN PARTNERS ASSET MGMT	CL A	04316A108	15,699	343	SH		SOLE		0	0	343
MASTERCARD INCORPORATED	CL A	57636Q104	9,018,361	18,727	SH		SOLE		38	0	18,689
UFP INDUSTRIES INC	COM	90278Q108	28,415	231	SH		SOLE		0	0	231
FISERV INC	COM	337738108	8,531,032	53,379	SH		SOLE		99	0	53,280
INTERDIGITAL INC	COM	45867G101	237,299	2,229	SH		SOLE		0	0	2,229
NEW YORK TIMES CO	CL A	650111107	24,117	558	SH		SOLE		0	0	558
LENNOX INTL INC	COM	526107107	29,814	61	SH		SOLE		0	0	61
TETRA TECH INC NEW	COM	88162G103	28,261	153	SH		SOLE		0	0	153
INNOSPEC INC	COM	45768S105	319,513	2,478	SH		SOLE		0	0	2,478
NETAPP INC	COM	64110D104	595,705	5,675	SH		SOLE		87	0	5,588
GLOBANT S A	COM	L44385109	3,432	17	SH		SOLE		0	0	17
CHORD ENERGY CORPORATION	COM NEW	674215207	46,164	259	SH		SOLE		0	0	259
NCR VOYIX CORPORATION	COM	62886E108	3,587	284	SH		SOLE		0	0	284
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	429,869	2,176	SH		SOLE		0	0	2,176
ATMOS ENERGY CORP	COM	049560105	447,308	3,763	SH		SOLE		65	0	3,698
GARMIN LTD	SHS	H2906T109	913,466	6,136	SH		SOLE		74	0	6,062
CELSIUS HLDGS INC	COM NEW	15118V207	37,480	452	SH		SOLE		0	0	452
VERTEX PHARMACEUTICALS INC	COM	92532F100	639,137	1,529	SH		SOLE		0	0	1,529
INTEGER HLDGS CORP	COM	45826H109	16,685	143	SH		SOLE		0	0	143
ADVANCED DRAIN SYS INC DEL	COM	00790R104	33,242	193	SH		SOLE		0	0	193
SPDR SER TR	S&P 600 SMCP VAL	78464A300	12,280	148	SH		SOLE		0	0	148
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	449,707	6,136	SH		SOLE		97	0	6,039
ALAMO GROUP INC	COM	011311107	25,345	111	SH		SOLE		0	0	111
OWENS CORNING NEW	COM	690742101	29,857	179	SH		SOLE		0	0	179
PHILLIPS 66	COM	718546104	271,798	1,664	SH		SOLE		0	0	1,664
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	9,850,331	37,326	SH		SOLE		84	0	37,242
SCHWAB STRATEGIC TR	INTL EQTY ETF	808524805	8,623	221	SH		SOLE		0	0	221
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	G7997R103	479,952	5,158	SH		SOLE		78	0	5,080
MEDPACE HLDGS INC	COM	58506Q109	33,949	84	SH		SOLE		0	0	84
WARRIOR MET COAL INC	COM	93627C101	14,265	235	SH		SOLE		0	0	235
SELECT SECTOR SPDR TR	FINANCIAL	81369Y605	733,730	17,420	SH		SOLE		0	0	17,420
CBOE GLOBAL MKTS INC	COM	12503M108	829,173	4,513	SH		SOLE		54	0	4,459
VULCAN MATLS CO	COM	929160109	703,861	2,579	SH		SOLE		29	0	2,550
HSBC HLDGS PLC	SPON ADR NEW	404280406	170,822	4,340	SH		SOLE		556	0	3,784
BOISE CASCADE CO DEL	COM	09739D100	19,938	130	SH		SOLE		0	0	130
CHEESECAKE FACTORY INC	COM	163072101	15,364	425	SH		SOLE		0	0	425
LITHIA MTRS INC	COM	536797103	54,757	182	SH		SOLE		0	0	182
DELL TECHNOLOGIES INC	CL C	24703L202	13,807	121	SH		SOLE		0	0	121
BANK AMERICA CORP	COM	060505104	8,342,135	219,993	SH		SOLE		438	0	219,555
AKAMAI TECHNOLOGIES INC	COM	00971T101	438,412	4,031	SH		SOLE		62	0	3,969
LAM RESEARCH CORP	COM	512807108	9,648,662	9,931	SH		SOLE		21	0	9,910
ROPER TECHNOLOGIES INC	COM	776696106	440,259	785	SH		SOLE		0	0	785
ISHARES TR	MSCI POLAND ETF	46429B606	791,279	33,543	SH		SOLE		4,392	0	29,151
KEYCORP	COM	493267108	482,758	30,535	SH		SOLE		497	0	30,038
WATSCO INC	COM	942622200	25,918	60	SH		SOLE		0	0	60
ZILLOW GROUP INC	CL C CAP STK	98954M200	6,304,327	129,240	SH		SOLE		293	0	128,947
LIVERAMP HLDGS INC	COM	53815P108	12,489	362	SH		SOLE		0	0	362
CME GROUP INC	COM	12572Q105	374,820	1,741	SH		SOLE		0	0	1,741
ARISTA NETWORKS INC	COM	040413106	761,487	2,626	SH		SOLE		42	0	2,584
SPROUTS FMRS MKT INC	COM	85208M102	22,697	352	SH		SOLE		0	0	352
NMI HLDGS INC	CL A	629209305	286,953	8,873	SH		SOLE		0	0	8,873
BLACKROCK MULTI SECTOR INC T	COM	09258A107	15,880	1,000	SH		SOLE		0	0	1,000
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	46137V431	2,662	25	SH		SOLE		0	0	25
INTUIT	COM	461202103	505,050	777	SH		SOLE		0	0	777
LINCOLN ELEC HLDGS INC	COM	533900106	31,164	122	SH		SOLE		0	0	122
ISHARES TR	RUSSELL 2000 ETF	464287655	70,359	335	SH		SOLE		0	0	335
UPBOUND GROUP INC	COM	76009N100	275,342	7,820	SH		SOLE		0	0	7,820
COPART INC	COM	217204106	8,428,808	145,525	SH		SOLE		442	0	145,083
SYNOPSYS INC	COM	871607107	1,667,637	2,918	SH		SOLE		28	0	2,890
FLOWSERVE CORP	COM	34354P105	28,641	627	SH		SOLE		0	0	627
PROCTER AND GAMBLE CO	COM	742718109	585,236	3,607	SH		SOLE		0	0	3,607
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	1,156,484	6,289	SH		SOLE		0	0	6,289
WATTS WATER TECHNOLOGIES INC	CL A	942749102	28,482	134	SH		SOLE		0	0	134
ONTO INNOVATION INC	COM	683344105	32,594	180	SH		SOLE		0	0	180
BOSTON SCIENTIFIC CORP	COM	101137107	509,908	7,445	SH		SOLE		0	0	7,445
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	93,524	1,507	SH		SOLE		0	0	1,507
FERRARI N V	COM	N3167Y103	215,790	495	SH		SOLE		66	0	429
ISHARES TR	MSCI USA MIN VOL	46429B697	14,209	170	SH		SOLE		0	0	170
NORFOLK SOUTHN CORP	COM	655844108	76,461	300	SH		SOLE		0	0	300
FAIR ISAAC CORP	COM	303250104	607,310	486	SH		SOLE		7	0	479
M/I HOMES INC	COM	55305B101	17,718	130	SH		SOLE		0	0	130
VOYA FINANCIAL INC	COM	929089100	266,186	3,601	SH		SOLE		0	0	3,601
SELECT SECTOR SPDR TR	SBI HEALTHCARE	81369Y209	701,570	4,749	SH		SOLE		0	0	4,749
DECKERS OUTDOOR CORP	COM	243537107	35,768	38	SH		SOLE		0	0	38
INTUITIVE SURGICAL INC	COM NEW	46120E602	437,802	1,097	SH		SOLE		0	0	1,097
OTTER TAIL CORP	COM	689648103	24,538	284	SH		SOLE		0	0	284
BOSTON PROPERTIES INC	COM	101121101	762,037	11,668	SH		SOLE		123	0	11,545
CATALENT INC	COM	148806102	170,818	3,026	SH		SOLE		0	0	3,026
COMCAST CORP NEW	CL A	20030N101	6,445,148	148,677	SH		SOLE		317	0	148,360
HINGHAM INSTN SVGS MASS	COM	433323102	21,808	125	SH		SOLE		0	0	125
BWX TECHNOLOGIES INC	COM	05605H100	32,531	317	SH		SOLE		0	0	317
SELECT SECTOR SPDR TR	ENERGY	81369Y506	2,089,293	22,130	SH		SOLE		0	0	22,130
META PLATFORMS INC	CL A	30303M102	552,590	1,138	SH		SOLE		0	0	1,138
OLLIES BARGAIN OUTLET HLDGS	COM	681116109	326,237	4,100	SH		SOLE		0	0	4,100
SAIA INC	COM	78709Y105	34,515	59	SH		SOLE		0	0	59
ADOBE INC	COM	00724F101	8,149,795	16,151	SH		SOLE		35	0	16,116
MOOG INC	CL A	615394202	265,338	1,662	SH		SOLE		0	0	1,662
ISHARES TR	NATIONAL MUN ETF	464288414	430	4	SH		SOLE		0	0	4
BEACON ROOFING SUPPLY INC	COM	073685109	431,484	4,402	SH		SOLE		0	0	4,402
HOWMET AEROSPACE INC	COM	443201108	1,135,391	16,592	SH		SOLE		178	0	16,414
GALLAGHER ARTHUR J & CO	COM	363576109	1,712,274	6,848	SH		SOLE		61	0	6,788
CDW CORP	COM	12514G108	705,953	2,760	SH		SOLE		31	0	2,729
DIGITAL RLTY TR INC	COM	253868103	8,094,472	56,196	SH		SOLE		156	0	56,040
CORNERSTONE TOTAL RETURN FD	COM	21924U300	27,674	3,685	SH		SOLE		0	0	3,685
WEST PHARMACEUTICAL SVSC INC	COM	955306105	29,678	75	SH		SOLE		0	0	75
ISHARES INC	MSCI FRANCE ETF	464286707	804,265	19,422	SH		SOLE		2,525	0	16,897
PULTE GROUP INC	COM	745867101	1,109,825	9,201	SH		SOLE		116	0	9,085
DOMINOS PIZZA INC	COM	25754A201	634,516	1,277	SH		SOLE		14	0	1,263
AMPHASTAR PHARMACEUTICALS IN	COM	03209R103	10,451	238	SH		SOLE		0	0	238
APPLIED MATLS INC	COM	038222105	9,229,824	44,755	SH		SOLE		103	0	44,652
NEXTERA ENERGY INC	COM	65339F101	5,624	88	SH		SOLE		0	0	88
ALPHABET INC	CAP STK CL A	02079K305	2,717	18	SH		SOLE		0	0	18
MSA SAFETY INC	COM	553498106	28,845	149	SH		SOLE		0	0	149
STEEL DYNAMICS INC	COM	858119100	237,613	1,603	SH		SOLE		0	0	1,603
PEGASYSTEMS INC	COM	705573103	298,508	4,618	SH		SOLE		0	0	4,618
DYNATRACE INC	COM NEW	268150109	21,641	466	SH		SOLE		0	0	466
SPDR S&P 500 ETF TR	TR UNIT	78462F103	223,121	427	SH		SOLE		0	0	427
NVENT ELECTRIC PLC	SHS	G6700G107	268,499	3,561	SH		SOLE		409	0	3,152
MSC INDL DIRECT INC	CL A	553530106	23,775	245	SH		SOLE		0	0	245
WD 40 CO	COM	929236107	25,584	101	SH		SOLE		0	0	101
LOEWS CORP	COM	540424108	714,475	9,126	SH		SOLE		112	0	9,014
SNAP ON INC	COM	833034101	593,921	2,005	SH		SOLE		25	0	1,980
ROKU INC	COM CL A	77543R102	2,933	45	SH		SOLE		0	0	45
GRAINGER W W INC	COM	384802104	1,028,490	1,011	SH		SOLE		12	0	999
SMITH A O CORP	COM	831865209	662,004	7,400	SH		SOLE		85	0	7,315
STRIDE INC	COM	86333M108	249,300	3,954	SH		SOLE		0	0	3,954
TARGET CORP	COM	87612E106	7,928,375	44,740	SH		SOLE		96	0	44,644
MOTOROLA SOLUTIONS INC	COM NEW	620076307	7,771,577	21,893	SH		SOLE		52	0	21,841
VODAFONE GROUP PLC NEW	SPONSORED ADR	92857W308	80	9	SH		SOLE		0	0	9
GIBRALTAR INDS INC	COM	374689107	259,951	3,228	SH		SOLE		0	0	3,228
TOLL BROTHERS INC	COM	889478103	33,766	261	SH		SOLE		0	0	261
TENNANT CO	COM	880345103	352,547	2,899	SH		SOLE		0	0	2,899
CONSTELLATION ENERGY CORP	COM	21037T109	225,702	1,221	SH		SOLE		0	0	1,221
UBS GROUP AG	SHS	H42097107	10,128,108	329,691	SH		SOLE		1,861	0	327,830
ICF INTL INC	COM	44925C103	267,519	1,776	SH		SOLE		0	0	1,776
ESCO TECHNOLOGIES INC	COM	296315104	237,544	2,219	SH		SOLE		0	0	2,219
APPLE INC	COM	037833100	645,965	3,767	SH		SOLE		0	0	3,767
CATERPILLAR INC	COM	149123101	456,205	1,245	SH		SOLE		0	0	1,245
SEACOAST BKG CORP FLA	COM NEW	811707801	20,617	812	SH		SOLE		0	0	812
ASGN INC	COM	00191U102	28,495	272	SH		SOLE		0	0	272
AMEDISYS INC	COM	023436108	249,385	2,706	SH		SOLE		0	0	2,706
SUPER MICRO COMPUTER INC	COM	86800U104	64,642	64	SH		SOLE		0	0	64
FRESHPET INC	COM	358039105	421,151	3,635	SH		SOLE		0	0	3,635
GLOBAL PMTS INC	COM	37940X102	454,310	3,399	SH		SOLE		51	0	3,348
UNIVERSAL DISPLAY CORP	COM	91347P105	270,362	1,605	SH		SOLE		0	0	1,605
RADNET INC	COM	750491102	302,665	6,220	SH		SOLE		0	0	6,220
ROLLINS INC	COM	775711104	779,326	16,843	SH		SOLE		211	0	16,632
ROSS STORES INC	COM	778296103	480,199	3,272	SH		SOLE		51	0	3,221
EVERCORE INC	CLASS A	29977A105	30,622	159	SH		SOLE		0	0	159
OREILLY AUTOMOTIVE INC	COM	67103H107	541,862	480	SH		SOLE		0	0	480
ISHARES TR	MSCI EAFE ETF	464287465	1,575,862	19,733	SH		SOLE		2,026	0	17,707
IRON MTN INC DEL	COM	46284V101	1,050,591	13,098	SH		SOLE		142	0	12,957
AT&T INC	COM	00206R102	11,176	635	SH		SOLE		0	0	635
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	3,846	8	SH		SOLE		0	0	8
BLACKSTONE INC	COM	09260D107	3,153	24	SH		SOLE		0	0	24
ISHARES TR	0-3 MNTH TREASRY	46436E718	275,442	2,735	SH		SOLE		0	0	2,735