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
VULCAN MATLS CO CALL 929160909 429,030 378 SH Call SOLE 378 0 0
AT&T INC COM 00206R102 290,828 10,032 SH OTR 2 10,032 0 0
ABBOTT LABORATORIES COM 002824100 267,661 2,607 SH OTR 2 2,607 0 0
ABBVIE INC COM 00287Y109 389,090 1,789 SH OTR 2 1,789 0 0
TIC SOLUTIONS INC COM 00510N102 19,096,673 2,902,230 SH SOLE 2,902,230 0 0
ADOBE INC COM 00724F101 343,229 1,412 SH OTR 2 1,412 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 6,858,694 50,016 SH SOLE 50,016 0 0
ALLSTATE CORP COM 020002101 231,806 1,118 SH OTR 2 1,118 0 0
ALPHABET INC CAP STK CL C 02079K107 25,172,826 87,753 SH OTR 1,2 87,753 0 0
ALPHABET INC CAP STK CL A 02079K305 3,341,447 11,620 SH OTR 2 11,620 0 0
ALPHABET INC CAP STK CL A 02079K305 22,223,787 77,284 SH SOLE 77,284 0 0
AMAZON COM INC COM 023135106 49,212,535 236,292 SH OTR 1,2 236,292 0 0
AMAZON COM INC COM 023135106 10,809,421 51,901 SH SOLE 51,901 0 0
AMAZON COM INC CALL 023135906 216,080 148 SH Call SOLE 148 0 0
AMGEN INC COM 031162100 218,147 620 SH OTR 2 620 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 16,445,481 147,599 SH OTR 1,2 147,599 0 0
APPLE INC COM 037833100 5,966,095 23,508 SH OTR 2 23,508 0 0
APPLE INC COM 037833100 10,247,279 40,377 SH SOLE 40,377 0 0
APPLIED MATLS INC COM 038222105 989,824 2,896 SH OTR 2 2,896 0 0
BANK AMERICA CORP COM 060505104 1,060,312 21,750 SH OTR 2 21,750 0 0
BANK AMERICA CORP COM 060505104 6,230,738 127,810 SH SOLE 127,810 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,072,450 2,238 SH OTR 2 2,238 0 0
BLACKSKY TECHNOLOGY INC CL A NEW 09263B207 31,298,436 1,243,976 SH SOLE 1,243,976 0 0
BOEING CO COM 097023105 21,483,497 107,941 SH OTR 1,2 107,941 0 0
BOSTON SCIENTIFIC CORP COM 101137107 346,192 5,517 SH OTR 2 5,517 0 0
BROADCOM INC COM 11135F101 3,814,711 12,325 SH OTR 2 12,325 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 31,800,292 386,254 SH SOLE 386,254 0 0
CME GROUP INC COM 12572Q105 201,724 683 SH OTR 2 683 0 0
CAPITAL GROUP INTERNATIONAL SHS 14021T102 1,083,790 32,733 SH SOLE 32,733 0 0
CAPITAL ONE FINL CORP COM 14040H105 495,662 2,717 SH OTR 2 2,717 0 0
CAPITAL ONE FINL CORP COM 14040H105 31,179,294 170,911 SH SOLE 170,911 0 0
CATERPILLAR INC COM 149123101 1,544,443 2,180 SH OTR 2 2,180 0 0
CHEVRON CORPORATION COM 166764100 314,074 1,518 SH OTR 2 1,518 0 0
CINCINNATI FINL CORP COM 172062101 4,221,228 26,827 SH SOLE 26,827 0 0
CONSTELLATION ENERGY CORP COM 21037T109 25,993,986 93,085 SH SOLE 93,085 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 709,458 712 SH OTR 2 712 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 9,880,600 9,916 SH SOLE 9,916 0 0
CUMMINS INC COM 231021106 205,524 382 SH OTR 2 382 0 0
DANAHER CORP DEL COM 235851102 6,388,382 33,694 SH SOLE 33,694 0 0
DELL TECHNOLOGIES INC CL C 24703L202 72,217 440 SH OTR 2 440 0 0
DELL TECHNOLOGIES INC CL C 24703L202 4,000,012 24,371 SH SOLE 24,371 0 0
DENALI THERAPEUTICS INC COM 24823R105 12,000,000 625,000 SH SOLE 625,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 705,319 3,566 SH OTR 2 3,566 0 0
DISNEY WALT CO COM 254687106 293,959 3,050 SH OTR 2 3,050 0 0
EQT CORP COM 26884L109 414,806 6,518 SH OTR 2 6,518 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 4,541,595 120,021 SH SOLE 120,021 0 0
EXXON MOBIL CORP COM 30231G102 811,484 4,783 SH OTR 2 4,783 0 0
META PLATFORMS INC CL A 30303M102 24,708,006 43,186 SH OTR 1 43,186 0 0
META PLATFORMS INC CL A 30303M102 61,371,241 107,268 SH SOLE 107,268 0 0
FRANKLIN TEMPLETON ETF TR FTSE SOUTH KOREA 35473P710 10,513,480 263,694 SH SOLE 263,694 0 0
FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 35473P744 5,304,422 146,612 SH SOLE 146,612 0 0
GE VERNOVA INC COM 36828A101 28,979,407 33,199 SH OTR 1 33,199 0 0
GE AEROSPACE COM NEW 369604301 218,219 769 SH OTR 2 769 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 7,992,165 104,678 SH SOLE 104,678 0 0
HCA HEALTHCARE INC COM 40412C101 459,043 970 SH OTR 2 970 0 0
HALLIBURTON CO COM 406216101 314,415 8,064 SH OTR 2 8,064 0 0
HOME DEPOT INC COM 437076102 799,203 2,430 SH OTR 2 2,430 0 0
HOME DEPOT INC COM 437076102 6,911,294 21,014 SH SOLE 21,014 0 0
HONEYWELL INTL INC COM 438516106 429,457 1,900 SH OTR 2 1,900 0 0
ILLINOIS TOOL WKS INC COM 452308109 434,684 1,670 SH OTR 2 1,670 0 0
INTEL CORP COM 458140100 205,116 4,648 SH OTR 2 4,648 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 28,131,176 48,739 SH SOLE 48,739 0 0
INTUIT COM 461202103 267,643 619 SH OTR 2 619 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 286,275 621 SH OTR 2 621 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 142,294,286 741,425 SH SOLE 741,425 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 355,837 101,378 SH SOLE 101,378 0 0
ISHARES GOLD TR ISHARES NEW 464285204 22,419,088 254,300 SH SOLE 254,300 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 16,681,261 434,521 SH SOLE 434,521 0 0
ISHARES INC MSCI STH KOR ETF 464286772 16,331,423 132,765 SH SOLE 132,765 0 0
ISHARES INC MSCI MEXICO ETF 464286822 18,026,387 239,617 SH SOLE 239,617 0 0
ISHARES TR CORE US AGGBD ET 464287226 9,840,437 99,128 SH SOLE 99,128 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 4,497,976 18,137 SH SOLE 18,137 0 0
ISHARES TR MSCI INDIA ETF 46429B598 2,176,655 46,470 SH SOLE 46,470 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 4,500,519 117,140 SH SOLE 117,140 0 0
JPMORGAN CHASE & CO COM 46625H100 744,519 2,531 SH OTR 2 2,531 0 0
JPMORGAN CHASE & CO COM 46625H100 7,605,213 25,854 SH SOLE 25,854 0 0
JOHNSON & JOHNSON COM 478160104 470,547 1,925 SH OTR 2 1,925 0 0
KKR & CO INC COM 48251W104 329,300 3,560 SH OTR 2 3,560 0 0
LAM RESEARCH CORP COM NEW 512807306 1,828,930 8,560 SH OTR 2 8,560 0 0
LAM RESEARCH CORP COM NEW 512807306 13,454,384 62,971 SH SOLE 62,971 0 0
ELI LILLY & CO COM 532457108 1,016,346 1,105 SH OTR 2 1,105 0 0
ELI LILLY & CO COM 532457108 125,338,897 136,272 SH SOLE 136,272 0 0
LOCKHEED MARTIN CORP COM 539830109 293,734 486 SH OTR 2 486 0 0
LOUISIANA PAC CORP COM 546347105 8,287,971 113,924 SH SOLE 113,924 0 0
LOWES COS INC COM 548661107 215,015 910 SH OTR 2 910 0 0
MARTIN MARIETTA MATLS INC COM 573284106 153,057 260 SH OTR 2 260 0 0
MARTIN MARIETTA MATLS INC COM 573284106 4,795,976 8,147 SH SOLE 8,147 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,286,125 2,574 SH OTR 2 2,574 0 0
MCDONALDS CORP COM 580135101 288,102 927 SH OTR 2 927 0 0
MCDONALDS CORP COM 580135101 4,267,457 13,731 SH SOLE 13,731 0 0
MERCK & CO INC COM 58933Y105 860,795 7,156 SH OTR 2 7,156 0 0
MICROSOFT CORP COM 594918104 24,619,266 66,508 SH OTR 1,2 66,508 0 0
MICROSOFT CORP COM 594918104 200,564,399 541,817 SH SOLE 541,817 0 0
MOODYS CORP COM 615369105 25,026,790 57,368 SH OTR 1,2 57,368 0 0
MORGAN STANLEY COM NEW 617446448 462,771 2,812 SH OTR 2 2,812 0 0
MORGAN STANLEY COM NEW 617446448 6,739,142 40,950 SH SOLE 40,950 0 0
NRG ENERGY INC COM NEW 629377508 335,391 2,295 SH OTR 2 2,295 0 0
NAUTILUS BIOTECHNOLOGY INC COM 63909J108 27,831,182 7,172,985 SH SOLE 7,172,985 0 0
NETFLIX INC. COM 64110L106 993,230 10,330 SH OTR 2 10,330 0 0
NETFLIX INC. COM 64110L106 58,468,527 608,097 SH SOLE 608,097 0 0
NEWMONT CORP COM 651639106 554,024 5,118 SH OTR 2 5,118 0 0
NEXTERA ENERGY INC COM 65339F101 448,053 4,824 SH OTR 2 4,824 0 0
NORFOLK SOUTHN CORP COM 655844108 306,803 1,069 SH OTR 2 1,069 0 0
NORTHROP GRUMMAN CORP COM 666807102 298,139 437 SH OTR 2 437 0 0
NVIDIA CORPORATION COM 67066G104 5,857,922 33,589 SH OTR 2 33,589 0 0
NVIDIA CORPORATION COM 67066G104 102,909,778 590,079 SH SOLE 590,079 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 294,930 3,195 SH OTR 2 3,195 0 0
ONEOK INC NEW COM 682680103 267,283 2,957 SH OTR 2 2,957 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 371,844 2,542 SH OTR 2 2,542 0 0
PHILIP MORRIS INTL INC COM 718172109 305,383 1,847 SH OTR 2 1,847 0 0
PHILLIPS 66 COM 718546104 90,361 496 SH OTR 2 496 0 0
PHILLIPS 66 COM 718546104 1,621,402 8,900 SH SOLE 8,900 0 0
PIMCO ETF TR INTER MUN BD ACT 72201R866 3,022,793 57,919 SH SOLE 57,919 0 0
PROCTER & GAMBLE CO COM 742718109 617,048 4,272 SH OTR 2 4,272 0 0
PRUDENTIAL FINL INC COM 744320102 214,527 2,196 SH OTR 2 2,196 0 0
QUANTA SVCS INC COM 74762E102 307,451 560 SH OTR 2 560 0 0
QUANTA SVCS INC COM 74762E102 17,626,287 32,105 SH SOLE 32,105 0 0
S&P GLOBAL INC COM 78409V104 22,132,567 52,035 SH OTR 1,2 52,035 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 36,281,168 55,788 SH SOLE 55,788 0 0
SPDR INDEX SHS FDS STATE STREET SPD 78463X509 25,748,758 548,897 SH SOLE 548,897 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A284 34,418,060 1,387,825 SH SOLE 1,387,825 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A672 1,008,803 35,199 SH SOLE 35,199 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A854 3,455,858 45,151 SH SOLE 45,151 0 0
SPDR SERIES TRUST STATE STREET SPD 78468R739 9,880,195 206,569 SH SOLE 206,569 0 0
SPDR SERIES TRUST STATE STREET SPD 78468R788 9,919,400 217,913 SH SOLE 217,913 0 0
SCHWAB CHARLES CORP COM 808513105 36,672,594 390,217 SH OTR 1,2 390,217 0 0
SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 20,653,830 140,876 SH SOLE 140,876 0 0
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 9,107,647 148,672 SH SOLE 148,672 0 0
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 167,913 691 SH Call SOLE 691 0 0
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 21,537,110 162,055 SH SOLE 162,055 0 0
SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 473,040 4,267 SH SOLE 4,267 0 0
SHERWIN WILLIAMS CO COM 824348106 75,009 234 SH OTR 2 234 0 0
SHERWIN WILLIAMS CO COM 824348106 15,690,602 48,949 SH SOLE 48,949 0 0
QXO INC COM NEW 82846H405 93,471,528 4,813,158 SH SOLE 4,813,158 0 0
STARBUCKS CORP COM 855244109 266,978 2,980 SH OTR 2 2,980 0 0
STARWOOD PPTY TR INC COM 85571B105 1,360,879 79,029 SH SOLE 79,029 0 0
TJX COS INC NEW COM 872540109 265,102 1,660 SH OTR 2 1,660 0 0
TPG RE FIN TR INC COM 87266M107 3,136,551 401,607 SH SOLE 401,607 0 0
TESLA INC COM 88160R101 1,133,094 3,048 SH OTR 2 3,048 0 0
TEXAS INSTRS INC COM 882508104 691,721 3,563 SH OTR 2 3,563 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 261,002 531 SH OTR 2 531 0 0
TOLL BROTHERS INC COM 889478103 287,542 2,107 SH OTR 2 2,107 0 0
UNION PAC CORP COM 907818108 601,455 2,479 SH OTR 2 2,479 0 0
UNION PAC CORP COM 907818108 254,349,221 1,048,344 SH SOLE 1,048,344 0 0
UNITED RENTALS INC COM 911363109 179,226 246 SH OTR 2 246 0 0
UNITED RENTALS INC COM 911363109 5,123,962 7,033 SH SOLE 7,033 0 0
UNITEDHEALTH GROUP INC COM 91324P102 24,603,937 90,927 SH OTR 1,2 90,927 0 0
VENTAS INC COM 92276F100 377,006 4,610 SH OTR 2 4,610 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,354,945 3,941 SH SOLE 3,941 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 9,419,142 106,191 SH SOLE 106,191 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 13,561,344 69,120 SH SOLE 69,120 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 348,301 780 SH OTR 2 780 0 0
VISA INC COM CL A 92826C839 23,404,861 77,438 SH OTR 1,2 77,438 0 0
WALMART INC COM 931142103 1,694,558 13,635 SH OTR 2 13,635 0 0
WALMART INC COM 931142103 5,665,925 45,590 SH SOLE 45,590 0 0
WELLTOWER INC COM 95040Q104 343,225 1,736 SH OTR 2 1,736 0 0
WESTLAKE CORPORATION COM 960413102 231,070 1,978 SH OTR 2 1,978 0 0
WILLIAMS COS INC COM 969457100 198,762 2,731 SH OTR 2 2,731 0 0
WILLIAMS COS INC COM 969457100 1,365,353 18,760 SH SOLE 18,760 0 0
XPO INC COM 983793100 147,184,079 756,536 SH SOLE 756,536 0 0
EATON CORP PLC SHS G29183103 912,058 2,550 SH OTR 2 2,550 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 5,856,000 1,600,000 SH SOLE 1,600,000 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101 3,611,119 190,661 SH SOLE 190,661 0 0
LINDE PLC SHS G54950103 18,057,066 36,423 SH SOLE 36,423 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 632,195 1,517 SH OTR 2 1,517 0 0
HAFNIA LTD SHS Y2990R101 2,032,835 264,379 SH SOLE 264,379 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 5,330,953 73,147 SH SOLE 73,147 0 0