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
APPLE INC COM 037833100 1,773 8,640 SH SOLE 0 0 8,640
ADVANCE MICRO DEVICES COM 007903107 3,938 27,750 SH SOLE 0 0 27,750
AMAZON COM INC COM 023135106 3,168 14,440 SH SOLE 0 0 14,440
AUTONATION INC COM 05329W102 2,538 12,777 SH SOLE 0 0 12,777
APPLOVIN CORP COM CL A 03831W108 11,727 33,497 SH SOLE 0 0 33,497
BROADCOM INC COM 11135F101 6,657 24,151 SH SOLE 0 0 24,151
AMERICAN EXPRESS CO COM 025816109 3,194 10,012 SH SOLE 0 0 10,012
BUILDERS FIRSTSOURCE INC COM 12008R107 1,630 13,970 SH SOLE 0 0 13,970
CARDINAL HEALTH INC COM 14149Y108 3,197 19,031 SH SOLE 0 0 19,031
CARRIER GLOBAL CORP COM 14448C104 2,314 31,613 SH SOLE 0 0 31,613
CHUBB LIMITED COM H1467J104 1,805 6,229 SH SOLE 0 0 6,229
CONSTELLATION ENERGY CORP COM 21037T109 3,514 10,887 SH SOLE 0 0 10,887
CIGNA CORP NEW COM 125523100 1,535 4,643 SH SOLE 0 0 4,643
CELESTICA INC COM 15101Q207 8,143 52,165 SH SOLE 0 0 52,165
CORPAY INC COM SHS 219948106 1,791 5,399 SH SOLE 0 0 5,399
SALESFORCE INC COM 79466L302 1,396 5,121 SH SOLE 0 0 5,121
CROWDSTRIKE HLDGS INC CL A 22788C105 2,139 4,200 SH SOLE 0 0 4,200
CHEVRON CORP COM 166764100 1,494 10,435 SH SOLE 0 0 10,435
DELL TECHNOLOGIES INC CL C 24703L202 2,299 18,750 SH SOLE 0 0 18,750
ALPHABET INC CAP STK CL C 02079K107 4,931 27,800 SH SOLE 0 0 27,800
HCA HEALTHCARE INC COM 40412C101 4,011 10,470 SH SOLE 0 0 10,470
HARTFORD FINL SVCS GROUP INC COM 416515104 2,245 17,698 SH SOLE 0 0 17,698
H&R BLOCK INC COM 093671105 2,051 37,360 SH SOLE 0 0 37,360
INTL BUSINESS MACHINES CORP COM 459200101 6,734 22,844 SH SOLE 0 0 22,844
GARTNER INC COM 366651107 1,300 3,217 SH SOLE 0 0 3,217
KLA CORP COM NEW 482480100 7,081 7,905 SH SOLE 0 0 7,905
ELI LILLY & CO COM 532457108 1,826 2,342 SH SOLE 0 0 2,342
LOWE'S COS INC COM 548661107 1,796 8,093 SH SOLE 0 0 8,093
MCKESSON CORP COM 58155Q103 2,299 3,137 SH SOLE 0 0 3,137
META PLATFORMS INC-CLASS A CL A 30303M102 8,884 12,036 SH SOLE 0 0 12,036
MARVELL TECHNOLOGY INC COM 573874104 1,912 24,708 SH SOLE 0 0 24,708
MORGAN STANLEY COM NEW 617446448 8,246 58,541 SH SOLE 0 0 58,541
MICROSOFT CORP COM 594918104 2,418 4,862 SH SOLE 0 0 4,862
NETFLIX INC COM 64110L106 5,353 3,997 SH SOLE 0 0 3,997
SERVICENOW INC COM 91762P102 3,501 3,405 SH SOLE 0 0 3,405
NRG ENERGY INC COM NEW 629377508 4,277 26,632 SH SOLE 0 0 26,632
NVIDIA CORPORATION COM 67066G104 15,717 99,478 SH SOLE 0 0 99,478
ORACLE CORP CIN 68389X105 3,398 15,541 SH SOLE 0 0 15,541
PROGRESSIVE CORP OHIO COM 743315103 2,485 9,311 SH SOLE 0 0 9,311
PALANTIR TECHNOLOGIES CL A 69608A108 2,317 17,000 SH SOLE 0 0 17,000
QUANTA SERVICES INC COM 74762E102 3,342 8,839 SH SOLE 0 0 8,839
SAP SE SPON ADR 803054204 2,557 8,407 SH SOLE 0 0 8,407
SIMON PROPERTY GRP INC NEW COM 828806109 2,120 13,189 SH SOLE 0 0 13,189
T-MOBILE US INC COM 872590104 2,528 10,609 SH SOLE 0 0 10,609
TAPESTRY INC COM 876030107 4,413 50,261 SH SOLE 0 0 50,261
UNIVERSAL HEALTH SERVICES INC CL B 913903100 2,269 12,528 SH SOLE 0 0 12,528
UNITED RENTAL INC COM 911363109 3,307 4,390 SH SOLE 0 0 4,390
VEEVA SYS INC CL A COM 922475108 2,209 7,671 SH SOLE 0 0 7,671
WELLS FARGO CO NEW COM 949746101 3,081 38,454 SH SOLE 0 0 38,454
WILLIAMS-SONOMA INC COM 969904101 3,898 23,863 SH SOLE 0 0 23,863
ISHARES TR FLTG RATE NT ETF 46429B655 2,194 43,000 SH SOLE 0 0 43,000
ISHARES TR SHORT TREAS BD 464288679 1,104 10,000 SH SOLE 0 0 10,000
ISHARES TR PFD AND INCM SEC 464288687 245 8,000 SH SOLE 0 0 8,000
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 306 3,850 SH SOLE 0 0 3,850
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,343 16,200 SH SOLE 0 0 16,200