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
3M CO COM 88579Y101 538,222 3,706 SH SOLE 3,706 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,165,247 5,728 SH SOLE 5,728 0 0
ALPHABET INC CAP STK CL A 02079K305 8,688,625 30,215 SH SOLE 30,215 0 0
AMAZON COM INC COM 023135106 4,742,933 22,773 SH SOLE 22,773 0 0
APPLE INC COM 037833100 1,941,240 7,649 SH SOLE 7,649 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,333,925 19,009 SH SOLE 19,009 0 0
AXON ENTERPRISE INC COM 05464C101 727,919 1,714 SH SOLE 1,714 0 0
BITWISE BITCOIN ETF TR SHS BEN INT 09174C104 254,615 6,917 SH SOLE 6,917 0 0
BLOOM ENERGY CORP COM CL A 093712107 1,448,795 10,693 SH SOLE 10,693 0 0
BROADCOM INC COM 11135F101 3,840,400 12,408 SH SOLE 12,408 0 0
CHEVRON CORPORATION COM 166764100 595,251 2,877 SH SOLE 2,877 0 0
CIPHER DIGITAL INC COM 17253J106 556,782 43,262 SH SOLE 43,262 0 0
COHERENT CORP COM 19247G107 958,081 4,022 SH SOLE 4,022 0 0
COMFORT SYS USA INC COM 199908104 2,657,314 1,927 SH SOLE 1,927 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,502,365 5,380 SH SOLE 5,380 0 0
COREWEAVE INC COM CL A 21873S108 1,579,691 20,391 SH SOLE 20,391 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 235,027 602 SH SOLE 602 0 0
DECKERS OUTDOOR CORP COM 243537107 1,264,037 12,629 SH SOLE 12,629 0 0
EXXON MOBIL CORP COM 30231G102 256,526 1,512 SH SOLE 1,512 0 0
EZCORP INC CL A NON VTG 302301106 225,704 8,893 SH SOLE 8,893 0 0
GE VERNOVA INC COM 36828A101 4,148,894 4,753 SH SOLE 4,753 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 522,599 15,245 SH SOLE 15,245 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 3,502,137 91,154 SH SOLE 91,154 0 0
ISHARES ETHEREUM TR SHS 46438R105 298,728 18,871 SH SOLE 18,871 0 0
ISHARES TR TRUST ISHARE 0-1 464288679 1,551,090 14,051 SH SOLE 14,051 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 266,876 2,038 SH SOLE 2,038 0 0
LIBERTY ENERGY INC COM CL A 53115L104 3,309,034 114,897 SH SOLE 114,897 0 0
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 122,346 12,198 SH SOLE 12,198 0 0
LUMENTUM HLDGS INC COM 55024U109 541,828 771 SH SOLE 771 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 1,232,461 39,039 SH SOLE 39,039 0 0
MARVELL TECHNOLOGY INC COM 573874104 4,857,412 49,040 SH SOLE 49,040 0 0
MERCADOLIBRE INC COM 58733R102 691,608 400 SH SOLE 400 0 0
META PLATFORMS INC CL A 30303M102 3,104,950 5,427 SH SOLE 5,427 0 0
MICRON TECHNOLOGY INC COM 595112103 5,626,387 16,654 SH SOLE 16,654 0 0
MICROSOFT CORP COM 594918104 3,950,084 10,671 SH SOLE 10,671 0 0
NVIDIA CORPORATION COM 67066G104 8,384,454 48,076 SH SOLE 48,076 0 0
ONDAS INC COM NEW 68236H204 179,986 19,910 SH SOLE 19,910 0 0
OSCAR HEALTH INC CL A 687793109 125,769 10,965 SH SOLE 10,965 0 0
OWENS CORNING NEW COM 690742101 500,626 4,626 SH SOLE 4,626 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 11,042,677 75,490 SH SOLE 75,490 0 0
RED CAT HLDGS INC COM 75644T100 134,539 10,278 SH SOLE 10,278 0 0
ROCKET LAB CORP COM 773121108 380,696 5,928 SH SOLE 5,928 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,205,054 3,076 SH SOLE 3,076 0 0
SLB LIMITED COM STK 806857108 3,312,959 64,467 SH SOLE 64,467 0 0
SOUTHERN COPPER CORP COM 84265V105 1,085,182 6,307 SH SOLE 6,307 0 0
SPDR GOLD TR GOLD SHS 78463V107 5,379,486 12,502 SH SOLE 12,502 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 982,664 1,511 SH SOLE 1,511 0 0
TECHNIPFMC PLC COM G87110105 8,273,409 119,679 SH SOLE 119,679 0 0
TESLA INC COM 88160R101 1,653,544 4,448 SH SOLE 4,448 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 372,281 971 SH SOLE 971 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 431,749 1,723 SH SOLE 1,723 0 0
WESTERN DIGITAL CORP COM 958102105 945,633 3,496 SH SOLE 3,496 0 0