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
ACUSHNET HLDGS CORP COM 005098108 247,161 2,644 SH SOLE NONE 0 0 2,644
ADVANCED MICRO DEVICES INC COM 007903107 756,556 3,719 SH SOLE NONE 0 0 3,719
ALASKA AIR GROUP INC COM 011659109 6,039,938 164,218 SH SOLE NONE 0 0 164,218
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,532,911 68,013 SH SOLE NONE 0 0 68,013
ALLSTATE CORP COM 020002101 3,155,507 15,219 SH SOLE NONE 0 0 15,219
ALPHABET INC CAP STK CL A 02079K305 2,178,842 7,577 SH SOLE NONE 0 0 7,577
AMAZON COM INC COM 023135106 6,080,026 29,193 SH SOLE NONE 0 0 29,193
APPLE INC COM 037833100 1,347,371 5,309 SH SOLE NONE 0 0 5,309
ARISTA NETWORKS INC COM SHS 040413205 5,296,238 43,136 SH SOLE NONE 0 0 43,136
BANK AMERICA CORP COM 060505104 6,809,985 139,692 SH SOLE NONE 0 0 139,692
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 311,480 650 SH SOLE NONE 0 0 650
BRAZE INC COM CL A 10576N102 5,229,922 221,513 SH SOLE NONE 0 0 221,513
BROADCOM INC COM 11135F101 5,019,324 16,217 SH SOLE NONE 0 0 16,217
CANADIAN PACIFIC KANSAS CITY COM 13646K108 2,601,050 33,067 SH SOLE NONE 0 0 33,067
CBOE GLOBAL MKTS INC COM 12503M108 6,454,773 22,965 SH SOLE NONE 0 0 22,965
CLEVELAND-CLIFFS INC NEW COM 185899101 2,918,410 345,374 SH SOLE NONE 0 0 345,374
CME GROUP INC COM 12572Q105 7,979,176 27,016 SH SOLE NONE 0 0 27,016
COMFORT SYS USA INC COM 199908104 518,500 376 SH SOLE NONE 0 0 376
COSTCO WHOLESALE CORPORATION COM 22160K105 6,315,373 6,338 SH SOLE NONE 0 0 6,338
CROWDSTRIKE HLDGS INC CL A 22788C105 5,688,274 14,570 SH SOLE NONE 0 0 14,570
DYCOM INDS INC COM 267475101 11,306,762 33,371 SH SOLE NONE 0 0 33,371
EATON CORP PLC SHS G29183103 6,268,882 17,527 SH SOLE NONE 0 0 17,527
ELI LILLY & CO COM 532457108 7,911,862 8,602 SH SOLE NONE 0 0 8,602
GE VERNOVA INC COM 36828A101 9,036,261 10,352 SH SOLE NONE 0 0 10,352
GENERAC HLDGS INC COM 368736104 1,572,602 8,051 SH SOLE NONE 0 0 8,051
GRANITE CONSTR INC COM 387328107 7,976,815 66,540 SH SOLE NONE 0 0 66,540
HUBBELL INC COM 443510607 201,694 411 SH SOLE NONE 0 0 411
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,141,141 45,404 SH SOLE NONE 0 0 45,404
ISHARES TR CORE US AGGBD ET 464287226 4,063,617 40,935 SH SOLE NONE 0 0 40,935
ISHARES TR ISHS 1-5YR INVS 464288646 873,547 16,620 SH SOLE NONE 0 0 16,620
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 72,746,557 1,545,169 SH SOLE NONE 0 0 1,545,169
LENNAR CORP CL A 526057104 5,521,374 63,581 SH SOLE NONE 0 0 63,581
MARVELL TECHNOLOGY INC COM 573874104 5,461,122 55,135 SH SOLE NONE 0 0 55,135
MASTEC INC COM 576323109 13,423,315 41,721 SH SOLE NONE 0 0 41,721
MERCK & CO INC COM 58933Y105 1,218,538 10,130 SH SOLE NONE 0 0 10,130
MICRON TECHNOLOGY INC COM 595112103 11,082,166 32,803 SH SOLE NONE 0 0 32,803
MICROSOFT CORP COM 594918104 6,054,871 16,357 SH SOLE NONE 0 0 16,357
NASDAQ INC COM 631103108 5,693,912 67,074 SH SOLE NONE 0 0 67,074
NLIGHT INC COM 65487K100 12,376,248 217,051 SH SOLE NONE 0 0 217,051
NVENT ELEC PLC SHS G6700G107 287,894 2,434 SH SOLE NONE 0 0 2,434
NVIDIA CORPORATION COM 67066G104 4,396,973 25,212 SH SOLE NONE 0 0 25,212
PACCAR INC COM 693718108 33,337,805 288,639 SH SOLE NONE 0 0 288,639
QUALCOMM INC COM 747525103 682,276 5,298 SH SOLE NONE 0 0 5,298
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8,829,016 13,576 SH SOLE NONE 0 0 13,576
TARGA RES CORP COM 87612G101 380,859 1,519 SH SOLE NONE 0 0 1,519
UBER TECHNOLOGIES INC COM 90353T100 4,744,287 65,957 SH SOLE NONE 0 0 65,957
VANECK ETF TRUST GOLD MINERS ETF 92189F106 9,388,622 102,306 SH SOLE NONE 0 0 102,306
VERICEL CORP COM 92346J108 3,530,947 109,759 SH SOLE NONE 0 0 109,759
VIKING THERAPEUTICS INC COM 92686J106 12,539,810 385,366 SH SOLE NONE 0 0 385,366
ZSCALER INC COM 98980G102 1,924,218 13,716 SH SOLE NONE 0 0 13,716