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
ALPHABET INC CAP STK CL C 02079K305 5,355,430 17,110 SH SOLE 17,110 0 0
AMPHENOL CORP NEW CL A 032095101 6,672,673 49,376 SH SOLE 49,376 0 0
APPLOVIN CORP COM CL A 03831W108 6,695,076 9,936 SH SOLE 9,936 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,978,287 42,883 SH SOLE 42,883 0 0
BLOOM ENERGY CORP COM CL A 093712107 3,966,007 45,644 SH SOLE 45,644 0 0
BROADCOM INC COM 11135F101 8,801,323 25,430 SH SOLE 25,430 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 6,211,793 19,730 SH SOLE 19,730 0 0
CELESTICA INC COM 15101Q207 5,779,176 19,550 SH SOLE 19,550 0 0
CLOUDFLARE INC CL A COM 18915M107 5,729,179 29,060 SH SOLE 29,060 0 0
COHERENT CORP COM 19247G107 8,600,962 46,600 SH SOLE 46,600 0 0
COMFORT SYS USA INC COM 199908104 2,809,203 3,010 SH SOLE 3,010 0 0
CONSTELLATION ENERGY CORP COM 21037T109 5,666,098 16,039 SH SOLE 16,039 0 0
CORNING INC COM 219350105 5,735,880 65,508 SH SOLE 65,508 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 8,608,075 59,824 SH SOLE 59,824 0 0
DOLLAR TREE INC COM 256746108 5,722,425 46,520 SH SOLE 46,520 0 0
GE VERNOVA INC COM COM 36828A101 5,620,702 8,600 SH SOLE 8,600 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 6,609,776 154,687 SH SOLE 154,687 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,669,550 6,450 SH SOLE 6,450 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 5,703,654 88,690 SH SOLE 88,690 0 0
KLA CORP COM NEW 482480100 4,313,534 3,550 SH SOLE 3,550 0 0
LUMENTUM HLDGS INC COM 55024U109 9,166,096 24,868 SH SOLE 24,868 0 0
META PLATFORMS INC CL A 30303M102 11,505,369 17,430 SH SOLE 17,430 0 0
MICRON TECHNOLOGY INC COM 595112103 2,521,597 8,835 SH SOLE 8,835 0 0
MORGAN STANLEY COM NEW 617446448 5,663,207 31,900 SH SOLE 31,900 0 0
NVIDIA CORPORATION COM 67066G104 8,857,818 47,495 SH SOLE 47,495 0 0
ORACLE CORP COM 68389X105 5,749,845 29,500 SH SOLE 29,500 0 0
PALATIN TECHNOLOGIES INC COM NEW 69608A108 5,408,933 30,430 SH SOLE 30,430 0 0
RALPH LAUREN CORP CL A 751212101 5,693,121 16,100 SH SOLE 16,100 0 0
ROBINHOOD MKTS INC COM CL A 770700102 13,265,499 117,290 SH SOLE 117,290 0 0
SPDR GOLD TR GOLD SHS 78463V107 8,465,182 21,360 SH SOLE 21,360 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 5,355,472 33,270 SH SOLE 33,270 0 0
STERLING INFRASTRUCTURE INC COM 859241101 2,817,316 9,200 SH SOLE 9,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,957,763 19,605 SH SOLE 19,605 0 0
TALEN ENERGY CORP COM 87422Q109 3,408,045 9,092 SH SOLE 9,092 0 0
VSE CORP COM 918284100 2,740,305 15,861 SH SOLE 15,861 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 7,377,078 86,010 SH SOLE 86,010 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 4,546,641 12,625 SH SOLE 12,625 0 0
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 5,680,144 19,733 SH SOLE 19,733 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 5,788,617 35,730 SH SOLE 35,730 0 0
VISTRA CORP COM 92840M102 5,546,525 34,380 SH SOLE 34,380 0 0
WELLTOWER INC COM 95040Q104 5,559,020 29,950 SH SOLE 29,950 0 0
BLACKROCK ETF TRUST ISHARES HEALTH I 46428Q109 9,264,756 143,818 SH SOLE 143,818 0 0