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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
ASTERA LABS INC COM 04626A103 823 9,100 SH SOLE 9,100 0 0
ADVANCED MICRO DEVICES COM 007903107 1,866 13,150 SH SOLE 13,150 0 0
BLOOMIN' BRANDS INC COM 094235108 1,510 175,350 SH SOLE 175,350 0 0
FIRST TRUST NASDAQ CYBERSECU ETF 33734X846 605 8,000 SH SOLE 8,000 0 0
COHERENT CORP COM 19247G107 812 9,100 SH SOLE 9,100 0 0
GRAYSCALE ETHERM MINI TR ETF ETF 38964R203 784 33,040 SH SOLE 33,040 0 0
GRAYSCALE ETHEREUM TRUST ETF ETF 389638107 5,242 251,300 SH SOLE 251,300 0 0
FOUR CORNERS PROPERTY TRUST COM 35086T109 3,299 122,600 SH SOLE 122,600 0 0
SPDR GOLD SHARES ETF 78463V107 3,841 12,600 SH SOLE 12,600 0 0
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 3,074 24,300 SH SOLE 24,300 0 0
ISHARES BITCOIN TRUST ETF ETF 46438F101 1,340 21,900 SH SOLE 21,900 0 0
ST JOE CO/THE COM 790148100 2,948 61,800 SH SOLE 61,800 0 0
MICROSOFT CORP COM 594918104 298 600 SH SOLE 600 0 0
ISHARES NATIONAL MUNI BOND E ETF 464288414 460 4,400 SH SOLE 4,400 0 0
NVIDIA CORP COM 67066G104 158 1,000 SH SOLE 1,000 0 0
NEXGEN ENERGY LTD COM 65340P106 5,329 767,900 SH SOLE 767,900 0 0
INVESCO QQQ TRUST SERIES 1 ETF 46090E103 25,061 45,430 SH SOLE 45,430 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF 46137V357 3,553 19,550 SH SOLE 19,550 0 0
ISHARES SHORT DURATION HIGH ETF 092528108 351 15,750 SH SOLE 15,750 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676 9,858 35,350 SH SOLE 35,350 0 0
SPROTT PHYSICAL URANIUM TR ETF 85210A104 13,583 724,800 SH SOLE 724,800 0 0
VALARIS LTD COM G9460G101 2,320 55,100 SH SOLE 55,100 0 0
INDUSTRIAL SELECT SECT SPDR ETF 81369Y704 5,930 40,200 SH SOLE 40,200 0 0
UTILITIES SELECT SECTOR SPDR ETF 81369Y886 2,846 34,850 SH SOLE 34,850 0 0