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Stock 735111 2024-11-12 ACCOUNTING FEES 38100 31600 6500 APPLE INC 6794 407433 MICROSOFT CORP 179000 843000 AMAZON.COM INC 366010 1228584 ALPHABET INC CAP 109065 380880 TESLA INC 959840 3230720 UBER TECHNOLOGIES 612642 1109888 FIDELITY 500 INDEX FUND 661801 658941 INVESCO QQQ TRUST SERIES 1 1045254 1889507 ISHARES RUSSELL 1000 VALUE E 977827 1225375 PANASSUS CORE EQUITY-INST 1137019 1391959 SIX CIRCLES US UNCONSTR EQ 2059409 2417215 VANGUARD S&P 500 6436308 8740576 FIDELITY INTL INDX-INST PRM 824496 889201 VANGUARD FTSE EUROPE ETF 436059 551618 JP MORGAN BETABUILDERS JAPAN E 623193 811274 JP MORGAN BETABUILDERS DEVELO 376061 406721 JP MORGAN BETABUILDERS CANADA 485642 584062 SIX CIRCLES INTL UNICON EQ 1917947 1968694 ABM INDUSTRIES INC 0 0 AIR LEASE CORP 36815 49512 ALLISON TRANSMISSION HOLDING 16620 39334 ATLAS ENERGY SOLUTIONS INC 48070 51014 BANK OZK 0 0 BROOKFIELD INFRASTRUCTURE-A 49320 51253 BRUNSWICK CORP 44286 37773 BWX TECHNOLOGIES INC 28338 51239 CABLE ONE INC 0 0 CABOT CORP 36098 45838 CASEY'S GENERAL STORES INC 23950 42397 CHEMED CORP 47938 50331 CHESAPEAKE UTILITIES CORP 39318 39924 CHORD ENERGY CORP 0 0 CIVITAS RESOURCES INC 0 0 CLEAR SECURE INC -CLASS A 31031 31515 COGENT COMMUNICATIONS HOLDIN 0 0 COGNEX CORP 39403 36864 COHEN STEERS INC 42267 56881 CONCENTRIX CORP 60337 36520 COST OF PENDING PURCHASES 0 0 CRA INTERNATIONAL INC 27177 54475 ELEMENT SOLUTIONS INC 0 0 ENCOMPASS HEALTH CORP 42200 71848 ENSIGN GROUP INC/THE 51906 79583 EXP WORLD HOLDINGS INC 31438 27233 FEDERAL AGRIC MTG CORP-CL C 36951 59873 FIRSTSERVICE CORP 35234 41635 HAMILTON LANE INC-CLASS A 38317 72396 HEALTHSTREAM INC 12195 12523 HEXCEL CORP 48092 44454 HOME BANCSHARES INC 43807 56345 INSPERITY INC 27151 20928 INTER PARAFUMS INC 0 0 IRADIMED CORP 21172 27005 KFORCE INC 34550 32036 KINSALE CAPITAL GROUP INC 32995 48839 KULICKE AND SOFFA INDUSTRIES 40310 40781 LAKELAND FINANCIAL CORP 48750 53770 LANDSTAR SYSTEM INC 37022 39528 LEMAITRE VASCULAR INC 35153 66249 LITTELFUSE INC 40241 37940 MATADOR RESOURCES CO 34481 36907 MATERION CORP 37585 41826 MSA SAFETY INC 32771 31331 NAPCO SECURITY TECHNOLOGIES 52046 44414 NEXPOINT RESIDENTIAL 44717 39162 NEXSTAR MEDIA GROUP INC 43306 43126 NORTHERN OIL AND GAS INC 45727 50909 PAPA JOHN'S INTL INC 0 0 PATRICK INDUSTRIES INC 30841 30657 PERRIGO CO PLC 54311 40056 POWER INTEGRATIONS INC 52863 44979 PRICESMART INC 41367 46454 QUAKER CHEMICAL CORP 39654 32656 SCHNEIDER NATIONAL INC-CL B 40585 48517 SENSATA TECHNOLOGIES HOLDING 43034 28797 SHOE CARNIVAL INC 30821 40424 SHUTTERSTOCK INC 48245 30957 STANDEX INTERNATIONAL CORP 32156 59089 STEVANTO GROUP SPA 0 0 TERRENO REALITY CORP 42552 41339 TETRA TECH INC 25765 37888 TRAVEL + LEISURE CO 38229 47272 U.S. PHYSICAL THERAPY INC 52668 49145 UFP INDUSTRIES INC 27803 35372 UMH PROPERTIES INC 46081 54450 UNIFIRST CORP/MA 37501 36613 UNIVERSAL DISPLAY CORP 32744 34796 UTZ BRANDS INC 45644 50065 VALMONT INDUSTRIES 36003 46614 WINGSTOP INC 30817 44904 WINMARK CORP 24353 25943 WYNDHAM HOTELS & RESORTS INC 31599 43037 JP MORGAN EQUITY PREMIUM AT COST 1551401 1584278 HPS CORPORATE LENDING FUND AT COST 3130823 3253810 COATUE OPPORTUNITY OFFSHORE FU 6805 7117 COATUE OPPORTUNITY OFFSHORE FU 503195 585828 JPM PRIME MM FD-INSTL 2073 2074 JPM PRIME MMFD PREMIER 0 0 VANGUARD INT-TERM CORPORATE 539201 535963 ISHARES US TREASURY BOND ETF 0 0 VANGUARD TTL BD MKT IDX-ADM 0 0 VANGUARD MORTGAGE-BACKED SEC 873814 856291 VANGUARD TOTAL INTL BOND ETF 1628832 1663236 SIX CIRCLES GLOBAL BOND 2095913 2235419 SIX CIRCLES CREDIT OPPORT 1119449 1152310 BOOK-TO-TAX DIFFERENCE ON STOCK 0 CONTRIBUTIONS 431079 COST BASIS ADJUSTMENTS - 4001 15208 COST BASIS ADJUSTMENTS - 6006 3303 OTHER BOOK-TO-TAX DIFFERENCES 12 FOREIGN TAXES WITHHELD 439 439 MEMBERSHIPS & SUBSCRIPTIONS 1000 1000 FILING FEES 15 15 BOOK-TO-TAX DIFFERENCE ON STOCK 0 DONATIONS(DAF) 544034 OTHER PROFESSIONAL FEES 101121 101121 TAXES PAID 22500