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
APPLIED OPTOELECTRONICS INC COM 03823U102 2,496,674 29,515 SH SOLE 0 0 29,515
APPLE INC COM 037833100 379,331 1,495 SH SOLE 0 0 1,495
BROADCOM INC COM 11135F101 9,634,801 31,129 SH SOLE 0 0 31,129
CATERPILLAR INC COM 149123101 7,869,070 10,783 SH SOLE 0 0 10,783
COSTCO WHSL CORP NEW COM 22160K105 516,242 518 SH SOLE 0 0 518
DEERE & CO COM 244199105 312,632 555 SH SOLE 0 0 555
DELL TECHNOLOGIES INC CL C 24703L202 5,416,947 33,004 SH SOLE 0 0 33,004
ISHARES TR CORE DIV GRWTH 46434V621 571,913 8,149 SH SOLE 0 0 8,149
ENTERPRISE PRODS PART LP COM 293792107 1,523,060 40,250 SH SOLE 0 0 40,250
FIDELITY COVINGTON TRUST ENHANCED HIGH YI 316092618 3,401,554 70,077 SH SOLE 0 0 70,077
FIDELITY COVINGTON TR DIVID ETF RISI 316092832 4,933,715 83,902 SH SOLE 0 0 83,902
FIDELITY COVINGTON TRUST ENHANCED LARGE 316092113 481,029 13,262 SH SOLE 0 0 13,262
FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305 679,434 18,123 SH SOLE 0 0 18,123
COMFORT SYS USA INC COM 199908104 5,773,092 4,186 SH SOLE 0 0 4,186
FIDELITY COVINGTON TRUST ENHANCED MID 31609A503 563,095 15,659 SH SOLE 0 0 15,659
VANECK ETF TRUST GOLD MINERS ETF 92189F106 551,283 6,007 SH SOLE 0 0 6,007
GE VERNOVA INC COM 36828A101 7,586,514 8,691 SH SOLE 0 0 8,691
ALPHABET INC CAP STK CL A 02079K305 13,603,360 47,306 SH SOLE 0 0 47,306
TIDAL TRUST I FUNDSTRAT GRANNY 886364231 799,988 33,514 SH SOLE 0 0 33,514
HERSHEY CO COM 427866108 2,688,433 12,932 SH SOLE 0 0 12,932
HOWMET AEROSPACE INC COM 443201108 2,147,657 9,319 SH SOLE 0 0 9,319
ISHARES GOLD TR ISHARES NEW 464285204 309,048 3,506 SH SOLE 0 0 3,506
ISHARES INC CORE MSCI EMKT 46434G103 8,419,849 120,715 SH SOLE 0 0 120,715
ISHARES TR CORE S&P MCP ETF 464287507 321,802 4,765 SH SOLE 0 0 4,765
ISHARES TR CORE S&P500 ETF 464287200 9,677,579 14,815 SH SOLE 0 0 14,815
ISHARES TR S&P 500 GRWT ETF 464287309 202,130 1,787 SH SOLE 0 0 1,787
ISHARES TR RUS 1000GRW ETF 464287614 676,348 1,586 SH SOLE 0 0 1,586
ISHARES TR RUSSELL 2000 ETF 464287655 447,838 1,806 SH SOLE 0 0 1,806
KLA CORP COM NEW 482480100 6,276,688 4,263 SH SOLE 0 0 4,263
ELI LILLY & CO COM 532457108 4,708,473 5,119 SH SOLE 0 0 5,119
LAM RESEARCH CORP COM NEW 512807306 2,648,891 12,398 SH SOLE 0 0 12,398
META PLATFORMS INC CL A 30303M102 6,691,459 11,696 SH SOLE 0 0 11,696
MODINE MFG CO COM 607828100 6,994,315 32,275 SH SOLE 0 0 32,275
MARATHON PETE CORP COM 56585A102 5,425,191 22,218 SH SOLE 0 0 22,218
MPLX LP COM UNIT REP LTD 55336V100 1,997,450 35,000 SH SOLE 0 0 35,000
MICROSOFT CORP COM 594918104 2,761,356 7,460 SH SOLE 0 0 7,460
NVIDIA CORPORATION COM 67066G104 13,944,822 79,959 SH SOLE 0 0 79,959
OREILLY AUTOMOTIVE INC COM 67103H107 3,494,642 37,858 SH SOLE 0 0 37,858
PARKER HANNIFEN COM 701094104 4,066,711 4,543 SH SOLE 0 0 4,543
QUANTA SVCS INC COM 74762E102 372,236 678 SH SOLE 0 0 678
INVESCO QQQ TR UNIT SER 1 46090E103 2,354,487 4,079 SH SOLE 0 0 4,079
ISHARES TR MSCI USA QLT FCT 46432F339 8,486,034 44,242 SH SOLE 0 0 44,242
ISHARES TR 0 3 MNTH TREASRY 46436E718 1,307,115 12,985 SH SOLE 0 0 12,985
ISHARES SILVER TR ISHARES 46428Q109 256,981 3,771 SH SOLE 0 0 3,771
SANDISK CORP COM 80004C200 1,057,989 1,665 SH SOLE 0 0 1,665
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,661,937 2,555 SH SOLE 0 0 2,555
STERLING INFRASTRUCTURE INC COM 859241101 7,360,694 18,073 SH SOLE 0 0 18,073
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 5,016,849 14,845 SH SOLE 0 0 14,845
VISA INC COM CL A 92826C839 417,765 1,382 SH SOLE 0 0 1,382
VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL 922040845 352,396 4,658 SH SOLE 0 0 4,658
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 8,044,073 29,538 SH SOLE 0 0 29,538
VALERO ENERGY CORP COM 91913Y100 5,423,406 21,950 SH SOLE 0 0 21,950
VANGUARD INDEX FDS MID CAP ETF 922908629 638,398 2,223 SH SOLE 0 0 2,223
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 451,867 756 SH SOLE 0 0 756
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 955,102 3,711 SH SOLE 0 0 3,711
VERTIV HOLDINGS CO COM CL A 92537N108 7,088,367 28,288 SH SOLE 0 0 28,288
VANGUARD INDEX FDS TOTAL STK MKT 922908769 593,836 1,851 SH SOLE 0 0 1,851
VANGUARD INDEX FDS VALUE ETF 922908744 1,472,338 7,504 SH SOLE 0 0 7,504
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 819,088 5,331 SH SOLE 0 0 5,331
WASTE MGMT INC DEL COM 94106L109 318,719 1,387 SH SOLE 0 0 1,387
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 488,359 7,972 SH SOLE 0 0 7,972
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 407,182 3,064 SH SOLE 0 0 3,064
SPDR SER TR NYSE TECH ETF 78464A102 1,899,555 7,441 SH SOLE 0 0 7,441