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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 236,376 17,030 SH SOLE 17,030 0 0
AMEREN CORP COM 023608102 1,366,196 12,429 SH SOLE 12,429 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,134,891 8,658 SH SOLE 8,658 0 0
AMETEK INC COM 031100100 955,403 4,457 SH SOLE 4,457 0 0
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 412,319 5,491 SH SOLE 5,491 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 719,017 2,710 SH SOLE 2,710 0 0
ARCBEST CORP COM 03937C105 377,407 3,837 SH SOLE 3,837 0 0
AUTOZONE INC COM 053332102 749,867 222 SH SOLE 222 0 0
AXON ENTERPRISE INC COM 05464C101 283,268 667 SH SOLE 667 0 0
BIO RAD LABS INC CL A 090572207 603,215 2,164 SH SOLE 2,164 0 0
BIO-TECHNE CORP COM 09073M104 527,878 10,101 SH SOLE 10,101 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 321,334 3,903 SH SOLE 3,903 0 0
CADRE HLDGS INC COM 12763L105 375,400 12,236 SH SOLE 12,236 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 839,538 10,673 SH SOLE 10,673 0 0
CASEYS GEN STORES INC COM 147528103 1,026,283 1,410 SH SOLE 1,410 0 0
CBOE GLOBAL MKTS INC COM 12503M108 1,131,588 4,026 SH SOLE 4,026 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 444,198 32,235 SH SOLE 32,235 0 0
CHARGEPOINT HOLDINGS INC COM SHS 15961R303 175,524 36,116 SH SOLE 36,116 0 0
CME GROUP INC COM 12572Q105 1,154,228 3,908 SH SOLE 3,908 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 319,012 1,827 SH SOLE 1,827 0 0
COMPASS INC CL A 20464U100 259,264 35,467 SH SOLE 35,467 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 403,588 3,632 SH SOLE 3,632 0 0
CORE & MAIN INC CL A 21874C102 491,085 9,941 SH SOLE 9,941 0 0
CSX CORP COM 126408103 1,091,396 26,587 SH SOLE 26,587 0 0
DXP ENTERPRISES INC COM NEW 233377407 450,210 3,222 SH SOLE 3,222 0 0
EMERSON ELEC CO COM 291011104 592,341 4,521 SH SOLE 4,521 0 0
ENTERGY CORP NEW COM 29364G103 1,210,454 10,773 SH SOLE 10,773 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 664,791 2,850 SH SOLE 2,850 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 6,952,022 117,771 SH SOLE 117,771 0 0
FIRST TR EXCHANGE-TRADED FD TECH ALPHADEX 33734X176 620,722 3,410 SH SOLE 3,410 0 0
FORTIVE CORP COM 34959J108 741,747 13,418 SH SOLE 13,418 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 11,944,214 185,989 SH SOLE 185,989 0 0
GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207 79,980 2,325 SH SOLE 2,325 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 570,599 10,815 SH SOLE 10,815 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 703,443 11,631 SH SOLE 11,631 0 0
GRAYSCALE ETHEREUM STAKING SHS NEW 38964R203 32,896 1,498 SH SOLE 1,498 0 0
GRAYSCALE ETHEREUM STAKING E SHS 389638107 281,700 14,992 SH SOLE 14,992 0 0
GUARDANT HEALTH INC COM 40131M109 385,460 4,173 SH SOLE 4,173 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 5,566,751 144,892 SH SOLE 144,892 0 0
ISHARES SILVER TR ISHARES 46428Q109 705,317 10,351 SH SOLE 10,351 0 0
ISHARES SILVER TR ISHARES 46428Q109 1,580,193 23,109 SH SOLE 23,109 0 0
ISHARES TR EUROPE ETF 464287861 679,400 10,000 SH SOLE 10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,384,488 5,025 SH SOLE 5,025 0 0
KARMAN HLDGS INC COMMON STOCK 485924104 288,740 3,607 SH SOLE 3,607 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 237,196 3,364 SH SOLE 3,364 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 729,302 2,113 SH SOLE 2,113 0 0
LABCORP HOLDINGS INC COM SHS 504922105 817,239 3,063 SH SOLE 3,063 0 0
MASTEC INC COM 576323109 581,062 1,806 SH SOLE 1,806 0 0
MERCURY SYS INC COM 589378108 317,450 4,354 SH SOLE 4,354 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 876,619 2,020 SH SOLE 2,020 0 0
MURPHY USA INC COM 626755102 665,872 1,348 SH SOLE 1,348 0 0
MYR GROUP INC COM 55405W104 582,144 2,062 SH SOLE 2,062 0 0
NATERA INC COM 632307104 552,172 2,761 SH SOLE 2,761 0 0
NEOGENOMICS INC COM NEW 64049M209 326,161 43,957 SH SOLE 43,957 0 0
NISOURCE INC COM 65473P105 1,275,871 27,344 SH SOLE 27,344 0 0
OGE ENERGY CORP COM 670837103 1,452,708 30,290 SH SOLE 30,290 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 493,580 2,526 SH SOLE 2,526 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 939,439 10,177 SH SOLE 10,177 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 297,859 3,408 SH SOLE 3,408 0 0
PROSHARES TR II VIX SHT TERM FUT 74347Y730 687,000 20,000 SH SOLE 20,000 0 0
QIAGEN NV ORD SHARES N72482156 532,052 13,288 SH SOLE 13,288 0 0
QUANTA SVCS INC COM 74762E102 578,667 1,054 SH SOLE 1,054 0 0
QUEST DIAGNOSTICS INC COM 74834L100 805,086 4,108 SH SOLE 4,108 0 0
QXO INC COM NEW 82846H405 275,317 14,177 SH SOLE 14,177 0 0
REVVITY INC COM 714046109 556,324 6,350 SH SOLE 6,350 0 0
ROBINHOOD MKTS INC COM CL A 770700102 286,209 4,130 SH SOLE 4,130 0 0
ROCKET COS INC COM CL A 77311W101 287,109 20,148 SH SOLE 20,148 0 0
SAIA INC COM 78709Y105 400,459 1,140 SH SOLE 1,140 0 0
SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 1,147,250 25,000 SH SOLE 25,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 558,516 1,298 SH SOLE 1,298 0 0
SPDR GOLD TR GOLD SHS 78463V107 615,525 1,428 SH SOLE 1,428 0 0
SPDR GOLD TR GOLD SHS 78463V107 55,224,709 128,343 SH SOLE 128,343 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A631 1,777,860 7,000 SH SOLE 7,000 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A573 600,780 6,000 SH SOLE 6,000 0 0
STATE STR CORP COM 857477103 912,244 7,208 SH SOLE 7,208 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,068,081 3,180 SH SOLE 3,180 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,502,622 2,121 SH SOLE 2,121 0 0
TEMPUS AI INC CL A 88023B103 341,547 7,553 SH SOLE 7,553 0 0
TOPBUILD COR COM 89055F103 429,640 1,223 SH SOLE 1,223 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 801,391 1,923 SH SOLE 1,923 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109 261,172 72,147 SH SOLE 72,147 0 0
VALVOLINE INC COM 92047W101 659,353 19,577 SH SOLE 19,577 0 0
VERACYTE INC COM 92337F107 356,082 11,055 SH SOLE 11,055 0 0
VIRTU FINL INC CL A 928254101 817,148 18,580 SH SOLE 18,580 0 0
WATSCO INC COM 942622200 650,820 1,789 SH SOLE 1,789 0 0
XPO INC COM 983793100 412,446 2,120 SH SOLE 2,120 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 448,394 10,836 SH SOLE 10,836 0 0