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
ABBVIE INC COM 00287Y109 1,299,340 7,000 SH SOLE 7,000 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 265,390 6,500 SH SOLE 6,500 0 0
ALPHABET INC CAP STK CL C 02079K107 10,014,020 56,452 SH SOLE 56,452 0 0
AMAZON COM INC COM 023135106 1,317,430 6,005 SH SOLE 6,005 0 0
AMERICAN EXPRESS CO COM 025816109 451,670 1,416 SH SOLE 1,416 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 2,430,750 28,400 SH SOLE 28,400 0 0
AMGEN INC COM 031162100 689,090 2,468 SH SOLE 2,468 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 971,800 6,850 SH SOLE 6,850 0 0
APPLE INC COM 037833100 7,754,810 37,797 SH SOLE 37,797 0 0
BAKER HUGHES COMPANY CL A 05722G100 728,460 19,000 SH SOLE 19,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,924,250 10,137 SH SOLE 10,137 0 0
BLACKSTONE INC COM 09260D107 299,160 2,000 SH SOLE 2,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 192,100 10,000 SH SOLE 10,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 1,055,950 7,330 SH SOLE 7,330 0 0
CAMECO CORP COM 13321L108 14,883,110 200,500 SH SOLE 200,500 0 0
CANADIAN NAT RES LTD COM 136385101 2,474,320 78,800 SH SOLE 78,800 0 0
CATERPILLAR INC COM 149123101 388,210 1,000 SH SOLE 1,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 608,800 2,500 SH SOLE 2,500 0 0
CHEVRON CORP NEW COM 166764100 624,450 4,361 SH SOLE 4,361 0 0
CHUBB LIMITED COM H1467J104 802,810 2,771 SH SOLE 2,771 0 0
CONSTELLATION ENERGY CORP COM 21037T109 2,428,760 7,525 SH SOLE 7,525 0 0
CORNING INC COM 219350105 2,655,790 50,500 SH SOLE 50,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,385,910 1,400 SH SOLE 1,400 0 0
ELI LILLY & CO COM 532457108 1,013,380 1,300 SH SOLE 1,300 0 0
ENOVIX CORPORATION COM 293594107 391,880 37,900 SH SOLE 37,900 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 704,360 22,714 SH SOLE 22,714 0 0
EXXON MOBIL CORP COM 30231G102 1,355,800 12,577 SH SOLE 12,577 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 461,720 236 SH SOLE 236 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,600,600 5,000 SH SOLE 5,000 0 0
GE AEROSPACE COM NEW 369604301 1,081,030 4,200 SH SOLE 4,200 0 0
GE VERNOVA INC COM 36828A101 2,955,300 5,585 SH SOLE 5,585 0 0
GLOBALSTAR INC COM NEW 378973507 1,028,680 43,681 SH SOLE 43,681 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,884,830 5,489 SH SOLE 5,489 0 0
HALLIBURTON CO COM 406216101 2,447,630 120,100 SH SOLE 120,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 266,340 1,000 SH SOLE 1,000 0 0
HOME DEPOT INC COM 437076102 687,450 1,875 SH SOLE 1,875 0 0
HONEYWELL INTL INC COM 438516106 792,720 3,404 SH SOLE 3,404 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 557,190 3,037 SH SOLE 3,037 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 254,870 3,500 SH SOLE 3,500 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 440,710 2,425 SH SOLE 2,425 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,178,300 2,136 SH SOLE 2,136 0 0
ISHARES TR CORE S&P500 ETF 464287200 237,180 382 SH SOLE 382 0 0
ISHARES TR ISHARES SEMICDTR 464287523 358,050 1,500 SH SOLE 1,500 0 0
ISHARES TR PFD AND INCM SEC 464288687 306,800 10,000 SH SOLE 10,000 0 0
ISHARES TR US AER DEF ETF 464288760 282,960 1,500 SH SOLE 1,500 0 0
JEFFERIES FINL GROUP INC COM 47233W109 11,338,000 207,314 SH SOLE 207,314 0 0
JOHNSON & JOHNSON COM 478160104 1,476,170 9,664 SH SOLE 9,664 0 0
JPMORGAN CHASE & CO. COM 46625H100 1,201,380 4,144 SH SOLE 4,144 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 215,220 858 SH SOLE 858 0 0
LINDE PLC SHS G54950103 477,150 1,017 SH SOLE 1,017 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 381,870 6,600 SH SOLE 6,600 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 255,960 1,225 SH SOLE 1,225 0 0
MARATHON PETE CORP COM 56585A102 2,594,470 15,619 SH SOLE 15,619 0 0
MARSH & MCLENNAN COS INC COM 571748102 444,050 2,031 SH SOLE 2,031 0 0
MARTIN MARIETTA MATLS INC COM 573284106 548,960 1,000 SH SOLE 1,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 421,450 750 SH SOLE 750 0 0
MERCER INTL INC COM 588056101 525,000 150,000 SH SOLE 150,000 0 0
META PLATFORMS INC CL A 30303M102 811,890 1,100 SH SOLE 1,100 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,933,870 114,390 SH SOLE 114,390 0 0
MICRON TECHNOLOGY INC COM 595112103 1,389,640 11,275 SH SOLE 11,275 0 0
MICROSOFT CORP COM 594918104 3,412,730 6,861 SH SOLE 6,861 0 0
MORGAN STANLEY COM NEW 617446448 281,720 2,000 SH SOLE 2,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 593,650 11,525 SH SOLE 11,525 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409 2,449,200 65,000 SH SOLE 65,000 0 0
NETFLIX INC COM 64110L106 1,419,470 1,060 SH SOLE 1,060 0 0
NEXTERA ENERGY INC COM 65339F101 342,580 4,935 SH SOLE 4,935 0 0
NOBLE CORP PLC ORD SHS A G65431127 796,500 30,000 SH SOLE 30,000 0 0
NOVARTIS AG SPONSORED ADR 66987V109 286,790 2,370 SH SOLE 2,370 0 0
NRG ENERGY INC COM NEW 629377508 262,540 1,635 SH SOLE 1,635 0 0
NVE CORP COM NEW 629445206 3,179,950 43,200 SH SOLE 43,200 0 0
NVIDIA CORPORATION COM 67066G104 10,400,480 65,830 SH SOLE 65,830 0 0
OLIN CORP COM PAR $1 680665205 226,410 11,270 SH SOLE 11,270 0 0
ONEOK INC NEW COM 682680103 367,330 4,500 SH SOLE 4,500 0 0
ORLA MNG LTD NEW COM 68634K106 354,700 35,400 SH SOLE 35,400 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 306,720 2,250 SH SOLE 2,250 0 0
PALO ALTO NETWORKS INC COM 697435105 409,280 2,000 SH SOLE 2,000 0 0
PHILLIPS 66 COM 718546104 536,850 4,500 SH SOLE 4,500 0 0
PNC FINL SVCS GROUP INC COM 693475105 414,780 2,225 SH SOLE 2,225 0 0
PROCTER AND GAMBLE CO COM 742718109 694,790 4,361 SH SOLE 4,361 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 770,240 9,150 SH SOLE 9,150 0 0
QUALCOMM INC COM 747525103 734,180 4,610 SH SOLE 4,610 0 0
REAVES UTIL INCOME FD COM SH BEN INT 756158101 904,500 25,000 SH SOLE 25,000 0 0
SAP SE SPON ADR 803054204 492,640 1,620 SH SOLE 1,620 0 0
SERVICENOW INC COM 81762P102 205,610 200 SH SOLE 200 0 0
SIMON PPTY GROUP INC NEW COM 828806109 482,280 3,000 SH SOLE 3,000 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109 595,250 25,000 SH SOLE 25,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 304,830 1,000 SH SOLE 1,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,847,670 4,609 SH SOLE 4,609 0 0
TECK RESOURCES LTD CL B 878742204 531,960 13,174 SH SOLE 13,174 0 0
TESLA INC COM 88160R101 366,890 1,155 SH SOLE 1,155 0 0
TRACTOR SUPPLY CO COM 892356106 263,850 5,000 SH SOLE 5,000 0 0
TRIPLE FLAG PRECIOUS METAL COM 89679M104 2,137,310 90,220 SH SOLE 90,220 0 0
UBER TECHNOLOGIES INC COM 90353T100 259,370 2,780 SH SOLE 2,780 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 433,010 2,450 SH SOLE 2,450 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 556,500 1,250 SH SOLE 1,250 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,852,300 30,000 SH SOLE 30,000 0 0
VISA INC COM CL A 92826C839 355,050 1,000 SH SOLE 1,000 0 0
VITESSE ENERGY INC COMMON STOCK 92852X103 1,934,430 87,571 SH SOLE 87,571 0 0
WALMART INC COM 931142103 488,900 5,000 SH SOLE 5,000 0 0
WASTE CONNECTIONS INC COM 94106B101 280,080 1,500 SH SOLE 1,500 0 0
WASTE MGMT INC DEL COM 94106L109 480,520 2,100 SH SOLE 2,100 0 0
WILLIAMS COS INC COM 969457100 800,820 12,750 SH SOLE 12,750 0 0
XYLEM INC COM 98419M100 388,080 3,000 SH SOLE 3,000 0 0