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
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
ADVANCED MICRO DEVICES INC COM 007903107 1,191,251 8,395 SH SOLE 8,395 0 0
AMAZON COM INC COM 023135106 20,167,645 91,926 SH SOLE 91,926 0 0
AMERIPRISE FINL INC COM 03076C106 1,421,323 2,663 SH SOLE 2,663 0 0
APPLE INC COM 037833100 656,339 3,199 SH SOLE 3,199 0 0
ARCHROCK INC COM 03957W106 793,567 31,960 SH SOLE 31,960 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,499,046 14,652 SH SOLE 14,652 0 0
AT&T INC COM 00206R102 3,518,438 121,577 SH SOLE 121,577 0 0
BADGER METER INC COM 056525108 3,214,724 13,124 SH SOLE 13,124 0 0
BOOKING HOLDINGS INC COM 09857L108 1,713,615 296 SH SOLE 296 0 0
BOSTON SCIENTIFIC CORP COM 101137107 5,401,434 50,288 SH SOLE 50,288 0 0
BROADCOM INC COM 11135F101 10,373,536 37,633 SH SOLE 37,633 0 0
CBOE GLOBAL MKTS INC COM 12503M108 2,204,301 9,452 SH SOLE 9,452 0 0
COMMSCOPE HLDG CO INC COM 20337X109 1,614,699 195,012 SH SOLE 195,012 0 0
CONSTELLATION ENERGY CORP COM 21037T109 10,084,636 31,245 SH SOLE 31,245 0 0
COPART INC COM 217204106 2,493,590 50,817 SH SOLE 50,817 0 0
ECOLAB INC COM 278865100 983,187 3,649 SH SOLE 3,649 0 0
ELI LILLY & CO COM 532457108 753,026 966 SH SOLE 966 0 0
FEDERAL SIGNAL CORP COM 313855108 1,126,456 10,585 SH SOLE 10,585 0 0
FRONTDOOR INC COM 35905A109 1,773,740 30,094 SH SOLE 30,094 0 0
GE AEROSPACE COM NEW 369604301 541,549 2,104 SH SOLE 2,104 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259 1,930,234 22,781 SH SOLE 22,781 0 0
GLOBAL X FDS GLBX MSCI COLUM 37954Y327 460,748 15,976 SH SOLE 15,976 0 0
HOWMET AEROSPACE INC COM 443201108 51,424,183 276,281 SH SOLE 276,281 0 0
IES HLDGS INC COM 44951W106 1,648,224 5,564 SH SOLE 5,564 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 17,617,175 31,936 SH SOLE 31,936 0 0
ISHARES INC MSCI AUSTRIA ETF 464286202 1,470,000 50,000 SH SOLE 50,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 388,667 11,846 SH SOLE 11,846 0 0
ISHARES TR MSCI POLAND ETF 46429B606 1,615,839 50,088 SH SOLE 50,088 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,156,821 9,995 SH SOLE 9,995 0 0
ISHARES TR 20 YR TR BD ETF 464287432 1,605,091 18,188 SH SOLE 18,188 0 0
JPMORGAN CHASE & CO. COM 46625H100 9,783,883 33,748 SH SOLE 33,748 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 1,122,794 3,710 SH SOLE 3,710 0 0
META PLATFORMS INC CL A 30303M102 28,555,964 38,689 SH SOLE 38,689 0 0
MICROSOFT CORP COM 594918104 18,470,326 37,133 SH SOLE 37,133 0 0
NOVO-NORDISK A S ADR 670100205 1,582,560 22,929 SH SOLE 22,929 0 0
NRG ENERGY INC COM NEW 629377508 3,132,434 19,507 SH SOLE 19,507 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 6,480,653 47,540 SH SOLE 47,540 0 0
RIGETTI COMPUTING INC COMMON STOCK 76655K103 588,766 49,643 SH SOLE 49,643 0 0
ROCKET LAB CORP COM 773121108 5,378,163 150,354 SH SOLE 150,354 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3,730,719 34,375 SH SOLE 34,375 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 7,272,046 138,859 SH SOLE 138,859 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 7,456,611 29,446 SH SOLE 29,446 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2,260,232 10,400 SH SOLE 10,400 0 0
SPDR GOLD TR GOLD SHS 78463V107 504,798 1,656 SH SOLE 1,656 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,031,712 17,855 SH SOLE 17,855 0 0
SPDR SERIES TRUST S&P CAP MKTS 78464A771 3,815,717 26,328 SH SOLE 26,328 0 0
SPDR SERIES TRUST AEROSPACE DEF 78464A631 2,911,816 13,804 SH SOLE 13,804 0 0
SPDR SERIES TRUST NYSE TECH ETF 78464A102 3,110,741 13,110 SH SOLE 13,110 0 0
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 3,812,800 40,000 SH SOLE 40,000 0 0
SPDR SERIES TRUST PORTFOLIO S&P400 78464A847 2,003,359 36,840 SH SOLE 36,840 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 2,455,401 50,100 SH SOLE 50,100 0 0
TARGA RES CORP COM 87612G101 1,057,362 6,074 SH SOLE 6,074 0 0
TESLA INC COM 88160R101 3,339,560 10,513 SH SOLE 10,513 0 0
TIDAL TR II YIELDMAX AAPL 88634T857 253,333 19,684 SH SOLE 19,684 0 0
TIDAL TR II YIELDMAX AMZN OP 88634T840 272,984 16,799 SH SOLE 16,799 0 0
TIDAL TR II YIELDMAX GOOGL 88634T790 269,018 22,105 SH SOLE 22,105 0 0
TIDAL TR II YIELDMAX META 88634T816 271,035 15,962 SH SOLE 15,962 0 0
TIDAL TR II YIELDMAX MSFT OP 88634T428 269,697 15,126 SH SOLE 15,126 0 0
TIDAL TR II YIELDMAX NVDA 88634T774 263,876 15,735 SH SOLE 15,735 0 0
TRANSDIGM GROUP INC COM 893641100 2,933,315 1,929 SH SOLE 1,929 0 0
TYLER TECHNOLOGIES INC COM 902252105 921,866 1,555 SH SOLE 1,555 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 14,287,580 51,232 SH SOLE 51,232 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 1,410,462 27,093 SH SOLE 27,093 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 5,046,335 65,114 SH SOLE 65,114 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405 8,561,434 67,254 SH SOLE 67,254 0 0
VERISK ANALYTICS INC COM 92345Y106 3,991,873 12,815 SH SOLE 12,815 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,310,062 7,435 SH SOLE 7,435 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 304,589 2,372 SH SOLE 2,372 0 0
VISTRA CORP COM 92840M102 2,835,053 14,628 SH SOLE 14,628 0 0
WINMARK CORP COM 974250102 648,356 1,717 SH SOLE 1,717 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 2,440,697 157,566 SH SOLE 157,566 0 0