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
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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
AMAZON COM INC COM 023135106 4,967,721 20,843 SH SOLE 0 0 20,843
INVESCO QQQ TR UNIT SER 1 46090E103 10,260,947 13,934 SH SOLE 0 0 13,934
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 3,379,256 17,737 SH SOLE 0 0 17,737
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 9,719,221 13,015 SH SOLE 0 0 13,015
CORNING INC COM 219350105 4,474,112 17,516 SH SOLE 0 0 17,516
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 2,482,062 15,365 SH SOLE 0 0 15,365
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 5,328,881 33,587 SH SOLE 0 0 33,587
MONGODB INC CL A 60937P106 201,540 600 SH SOLE 0 0 600
ALPHABET INC CAP STK CL A 02079K305 6,726,962 18,824 SH SOLE 0 0 18,824
ISHARES TR US INFRASTRUC 46435U713 1,903,178 30,190 SH SOLE 0 0 30,190
GENERAC HLDGS INC COM 368736104 2,078,951 7,100 SH SOLE 0 0 7,100
MICROSOFT CORP COM 594918104 4,468,906 11,980 SH SOLE 0 0 11,980
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 3,301,101 30,814 SH SOLE 0 0 30,814
ISHARES TR FUTU AI TECH ETF 46435U556 807,296 10,600 SH SOLE 0 0 10,600
BLOOM ENERGY CORP COM CL A 093712107 2,300,520 7,600 SH SOLE 0 0 7,600
GARMIN LTD SHS H2906T109 1,377,732 5,800 SH SOLE 0 0 5,800
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 2,858,069 53,312 SH SOLE 0 0 53,312
ALPS ETF TR ALERIAN MLP 00162Q452 3,972,678 76,619 SH SOLE 0 0 76,619
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,476,194 3,605 SH SOLE 0 0 3,605
CROWDSTRIKE HLDGS INC CL A 22788C105 4,464,741 5,850 SH SOLE 0 0 5,850
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,624,163 12,333 SH SOLE 0 0 12,333
ELI LILLY & CO COM 532457108 5,204,327 4,339 SH SOLE 0 0 4,339
GLOBAL X FDS CYBRSCURTY ETF 37954Y384 210,045 5,500 SH SOLE 0 0 5,500
ISHARES TR RUSSELL 2000 ETF 464287655 935,310 3,113 SH SOLE 0 0 3,113
VERTIV HOLDINGS CO COM CL A 92537N108 3,013,380 9,000 SH SOLE 0 0 9,000
ISHARES TR US AER DEF ETF 464288760 4,639,864 19,140 SH SOLE 0 0 19,140
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 820,563 14,528 SH SOLE 0 0 14,528
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 623,867 2,059 SH SOLE 0 0 2,059
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 1,246,730 24,693 SH SOLE 0 0 24,693
AFFIRM HLDGS INC COM CL A 00827B106 1,732,938 21,250 SH SOLE 0 0 21,250
FIDELITY COVINGTON TRUST FIDELITY FUND LR 316092337 416,160 12,000 SH SOLE 0 0 12,000
L3HARRIS TECHNOLOGIES INC COM 502431109 3,372,297 11,605 SH SOLE 0 0 11,605
CONSTELLATION ENERGY CORP COM 21037T109 1,614,405 6,500 SH SOLE 0 0 6,500
META PLATFORMS INC CL A 30303M102 4,211,555 7,477 SH SOLE 0 0 7,477
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 2,526,596 41,110 SH SOLE 0 0 41,110
PALO ALTO NETWORKS INC COM 697435105 4,983,666 14,614 SH SOLE 0 0 14,614
BROADCOM INC COM 11135F101 906,600 2,400 SH SOLE 0 0 2,400
BLACKROCK ETF TRUST ISHA US THEM ETF 09290C806 215,550 5,000 SH SOLE 0 0 5,000
NEOS ETF TRUST NEOS S&P 500 HI 78433H303 1,754,310 33,044 SH SOLE 0 0 33,044
SPDR SERIES TRUST ST STR SP METAL 78464A755 3,562,373 33,315 SH SOLE 0 0 33,315
GENERAL DYNAMICS CORP COM 369550108 3,076,574 8,685 SH SOLE 0 0 8,685
GOLDMAN SACHS ETF TR S&P 500 PREMIUM 38149W622 445,060 8,009 SH SOLE 0 0 8,009
FIDELITY COVINGTON TRUST ENHANCED INTL 31609A404 2,612,388 65,098 SH SOLE 0 0 65,098
FIDELITY COVINGTON TRUST ENH MID COR ETF 31609A503 324,640 8,000 SH SOLE 0 0 8,000
GLOBAL X FDS DEFENSE TECH ETF 37960A529 2,166,936 36,291 SH SOLE 0 0 36,291
NEOS ETF TRUST NASDAQ 100 HIGH 78433H675 1,230,128 21,661 SH SOLE 0 0 21,661
EXCHANGE TRADED CONCEPTS TRU RANG NUCL RE ETF 301505475 3,194,457 46,867 SH SOLE 0 0 46,867
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 3,123,288 58,808 SH SOLE 0 0 58,808
GE VERNOVA INC COM 36828A101 5,933,043 5,050 SH SOLE 0 0 5,050
GE AEROSPACE COM NEW 369604301 5,885,750 15,749 SH SOLE 0 0 15,749
ISHARES TR EXPANDED TECH 464287515 4,315,313 47,630 SH SOLE 0 0 47,630
NEOS ETF TRUST RUSS 2000 HI ETF 78433H634 1,667,212 31,151 SH SOLE 0 0 31,151
ISHARES U S ETF TR SHOR DURA BD ETF 46431W507 347,262 6,855 SH SOLE 0 0 6,855
FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 2,025,680 38,555 SH SOLE 0 0 38,555
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 588,348 11,800 SH SOLE 0 0 11,800
COREWEAVE INC COM CL A 21873S108 2,630,842 26,430 SH SOLE 0 0 26,430
RTX CORPORATION COM 75513E101 5,186,270 27,335 SH SOLE 0 0 27,335
NEOS ETF TRUST GOLD HIG INC ETF 78433H550 402,474 8,307 SH SOLE 0 0 8,307
FIRST TR EXCHANGE TRADED FD RBA INDL ETF 33738R704 399,750 3,000 SH SOLE 0 0 3,000
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 529,440 2,000 SH SOLE 0 0 2,000
WILLIAMS COS INC COM 969457100 1,888,236 25,400 SH SOLE 0 0 25,400
BROOKFIELD INFRASTRUCTURE PA LP INT UNIT G16252101 2,617,793 71,740 SH SOLE 0 0 71,740
TIDAL TRUST I SMAR EARN 30 ETF 886365105 1,824,237 48,646 SH SOLE 0 0 48,646
FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 33734X846 3,833,131 42,661 SH SOLE 0 0 42,661
APPLE INC COM 037833100 5,047,204 17,443 SH SOLE 0 0 17,443