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 2,349 8,640 SH SOLE 0 0 8,640
ADVANCE MICRO DEVICES COM 007903107 5,943 27,750 SH SOLE 0 0 27,750
AMAZON COM INC COM 023135106 3,333 14,440 SH SOLE 0 0 14,440
AUTONATION INC COM 05329W102 2,638 12,777 SH SOLE 0 0 12,777
APPLOVIN CORP COM CL A 03831W108 18,892 28,037 SH SOLE 0 0 28,037
BROADCOM INC COM 11135F101 8,359 24,151 SH SOLE 0 0 24,151
AXON ENTERPRISE INC COM 05464C101 1,492 2,627 SH SOLE 0 0 2,627
AMERICAN EXPRESS CO COM 025816109 3,704 10,012 SH SOLE 0 0 10,012
BUILDERS FIRSTSOURCE INC COM 12008R107 1,437 13,970 SH SOLE 0 0 13,970
CARDINAL HEALTH INC COM 14149Y108 3,911 19,031 SH SOLE 0 0 19,031
CARRIER GLOBAL CORP COM 14448C104 1,670 31,613 SH SOLE 0 0 31,613
CHUBB LIMITED COM H1467J104 1,944 6,229 SH SOLE 0 0 6,229
CONSTELLATION ENERGY CORP COM 21037T109 3,846 10,887 SH SOLE 0 0 10,887
CIGNA CORP NEW COM 125523100 1,278 4,643 SH SOLE 0 0 4,643
CELESTICA INC COM 15101Q207 11,838 40,047 SH SOLE 0 0 40,047
CORPAY INC COM SHS 219948106 1,625 5,399 SH SOLE 0 0 5,399
CROWDSTRIKE HLDGS INC CL A 22788C105 1,969 4,200 SH SOLE 0 0 4,200
CHEVRON CORP COM 166764100 1,590 10,435 SH SOLE 0 0 10,435
DELL TECHNOLOGIES INC CL C 24703L202 2,360 18,750 SH SOLE 0 0 18,750
ALPHABET INC CAP STK CL C 02079K107 8,724 27,800 SH SOLE 0 0 27,800
HCA HEALTHCARE INC COM 40412C101 2,696 5,775 SH SOLE 0 0 5,775
HARTFORD FINL SVCS GROUP INC COM 416515104 2,439 17,698 SH SOLE 0 0 17,698
HIMS & HERS HEALTH INC COM CL A 433000106 1,110 34,200 SH SOLE 0 0 34,200
ROBINHOOD MKTS INC COM CL A 770700102 1,877 16,600 SH SOLE 0 0 16,600
H&R BLOCK INC COM 093671105 1,628 37,360 SH SOLE 0 0 37,360
INTL BUSINESS MACHINES CORP COM 459200101 6,767 22,844 SH SOLE 0 0 22,844
JABIL INC COM 466313103 2,114 9,270 SH SOLE 0 0 9,270
KLA CORP COM NEW 482480100 9,605 7,905 SH SOLE 0 0 7,905
ELI LILLY & CO COM 532457108 2,517 2,342 SH SOLE 0 0 2,342
MCKESSON CORP COM 58155Q103 2,573 3,137 SH SOLE 0 0 3,137
META PLATFORMS INC-CLASS A CL A 30303M102 7,945 12,036 SH SOLE 0 0 12,036
MORGAN STANLEY COM NEW 617446448 8,130 45,796 SH SOLE 0 0 45,796
MICROSOFT CORP COM 594918104 2,351 4,862 SH SOLE 0 0 4,862
NETFLIX INC COM 64110L106 3,748 39,970 SH SOLE 0 0 39,970
SERVICENOW INC COM 91762P102 2,608 17,025 SH SOLE 0 0 17,025
NRG ENERGY INC COM NEW 629377508 4,241 26,632 SH SOLE 0 0 26,632
NVIDIA CORPORATION COM 67066G104 18,553 99,478 SH SOLE 0 0 99,478
ORACLE CORP CIN 68389X105 3,029 15,541 SH SOLE 0 0 15,541
PROGRESSIVE CORP OHIO COM 743315103 2,120 9,311 SH SOLE 0 0 9,311
PALANTIR TECHNOLOGIES CL A 69608A108 3,022 17,000 SH SOLE 0 0 17,000
QUANTA SERVICES INC COM 74762E102 3,731 8,839 SH SOLE 0 0 8,839
REDDIT INC CL A 75734B100 1,736 7,550 SH SOLE 0 0 7,550
SAP SE SPON ADR 803054204 2,042 8,407 SH SOLE 0 0 8,407
SIMON PROPERTY GRP INC NEW COM 828806109 2,441 13,189 SH SOLE 0 0 13,189
T-MOBILE US INC COM 872590104 2,154 10,609 SH SOLE 0 0 10,609
TAPESTRY INC COM 876030107 6,422 50,261 SH SOLE 0 0 50,261
UNIVERSAL HEALTH SERVICES INC CL B 913903100 2,731 12,528 SH SOLE 0 0 12,528
UNITED RENTAL INC COM 911363109 3,553 4,390 SH SOLE 0 0 4,390
VEEVA SYS INC CL A COM 922475108 1,712 7,671 SH SOLE 0 0 7,671
WELLS FARGO CO NEW COM 949746101 3,584 38,454 SH SOLE 0 0 38,454
WILLIAMS-SONOMA INC COM 969904101 4,262 23,863 SH SOLE 0 0 23,863
ISHARES TR FLTG RATE NT ETF 46429B655 1,475 29,000 SH SOLE 0 0 29,000
ISHARES TR SHORT TREAS BD 464288679 275 2,500 SH SOLE 0 0 2,500
ISHARES TR PFD AND INCM SEC 464288687 372 12,000 SH SOLE 0 0 12,000
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 307 3,850 SH SOLE 0 0 3,850
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,357 16,200 SH SOLE 0 0 16,200