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
AT&T INC COM 00206R102 334,719 16,170 SH SOLE 0 0 16,170
ABBVIE INC COM 00287Y109 399,101 1,586 SH SOLE 0 0 1,586
ALPHABET INC CAP STK CL A 02079K305 6,870,438 19,225 SH SOLE 0 0 19,225
AMAZON COM INC COM 023135106 8,848,849 37,127 SH SOLE 0 0 37,127
AMERICAN EXPRESS CO COM 025816109 314,911 931 SH SOLE 0 0 931
AMERICAN WTR WKS CO INC NEW COM 030420103 331,187 2,517 SH SOLE 0 0 2,517
APPLE INC COM 037833100 7,286,953 25,183 SH SOLE 0 0 25,183
ARISTA NETWORKS INC COM SHS 040413205 11,200,528 65,932 SH SOLE 0 0 65,932
ARQIT QUANTUM INC COM NEW G0567U127 4,550,281 153,105 SH SOLE 0 0 153,105
BANK OF AMER CORP COM 060505104 2,164,841 37,993 SH SOLE 0 0 37,993
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 412,321 824 SH SOLE 0 0 824
BHP BILLITON LIMITED SPONSORED ADS 088606108 8,257,604 99,119 SH SOLE 0 0 99,119
BROWN FORMAN CORP CL A 115637100 5,967,982 218,128 SH SOLE 0 0 218,128
CECO ENVIRONMENTAL CORP COM 125141101 289,007 3,185 SH SOLE 0 0 3,185
CINCINNATI FINL CORP COM 172062101 386,943 2,090 SH SOLE 0 0 2,090
CME GROUP INC COM 12572Q105 205,814 932 SH SOLE 0 0 932
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 883,073 8,243 SH SOLE 0 0 8,243
CORNING INC COM 219350105 5,774,251 22,606 SH SOLE 0 0 22,606
CROWDSTRIKE HLDGS INC CL A 22788C105 19,967,558 26,165 SH SOLE 0 0 26,165
CUMMINS INC COM 231021106 599,810 841 SH SOLE 0 0 841
DEVON ENERGY CORP NEW COM 25179M103 292,298 7,074 SH SOLE 0 0 7,074
DIGITALOCEAN HLDGS INC COM 25402D102 3,667,122 23,353 SH SOLE 0 0 23,353
ELI LILLY & CO COM 532457108 3,505,934 2,923 SH SOLE 0 0 2,923
EMERSON ELEC CO COM 291011104 1,669,558 11,663 SH SOLE 0 0 11,663
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 370,707 6,980 SH SOLE 0 0 6,980
FIFTH THIRD BANCORP COM 316773100 419,167 7,436 SH SOLE 0 0 7,436
FREEPORT MCMORAN INC CL B 35671D857 6,339,186 100,798 SH SOLE 0 0 100,798
GAP INC COM 364760108 831,353 44,505 SH SOLE 0 0 44,505
GE VERNOVA INC COM 36828A101 9,076,968 7,726 SH SOLE 0 0 7,726
GENERAC HLDGS INC COM 368736104 14,606,827 49,885 SH SOLE 0 0 49,885
GOLDMAN SACHS GROUP INC COM 38141G104 3,586,318 3,546 SH SOLE 0 0 3,546
HCA HEALTHCARE INC COM 40412C101 6,647,235 17,049 SH SOLE 0 0 17,049
HERSHEY CO COM 427866108 258,789 1,475 SH SOLE 0 0 1,475
HEWLETT PACKARD ENTERPRISE C COM 42824C109 698,438 15,483 SH SOLE 0 0 15,483
INTERNATIONAL BUSINESS MACHS COM 459200101 2,657,153 9,449 SH SOLE 0 0 9,449
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 507,490 30,489 SH SOLE 0 0 30,489
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 517,908 27,882 SH SOLE 0 0 27,882
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 1,174,474 59,876 SH SOLE 0 0 59,876
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 1,188,877 60,890 SH SOLE 0 0 60,890
INVESCO QQQ TR UNIT SER 1 46090E103 205,456 279 SH SOLE 0 0 279
INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 212,087 2,295 SH SOLE 0 0 2,295
IRON MTN INC DEL COM 46284V101 1,843,368 14,594 SH SOLE 0 0 14,594
ISHARES TR ISHARES BIOTECH 464287556 1,054,794 5,546 SH SOLE 0 0 5,546
ISHARES TR RUSSELL 2000 ETF 464287655 429,343 1,429 SH SOLE 0 0 1,429
ISHARES TR S&P 500 GRWT ETF 464287309 1,533,230 11,148 SH SOLE 0 0 11,148
KLA CORP COM NEW 482480100 12,559,886 41,629 SH SOLE 0 0 41,629
MARRIOTT INTL INC NEW CL A 571903202 400,608 1,081 SH SOLE 0 0 1,081
NEXTERA ENERGY INC COM 65339F101 371,969 4,238 SH SOLE 0 0 4,238
NUCOR CORP COM 670346105 460,647 2,068 SH SOLE 0 0 2,068
ORACLE CORP COM 68389X105 248,256 1,694 SH SOLE 0 0 1,694
PACCAR INC COM 693718108 270,991 2,256 SH SOLE 0 0 2,256
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,828,547 24,244 SH SOLE 0 0 24,244
PHILIP MORRIS INTL INC COM 718172109 2,441,923 13,498 SH SOLE 0 0 13,498
POLARIS INC COM 731068102 344,253 5,030 SH SOLE 0 0 5,030
SELECT SECTOR SPDR TR ST STR REAL ETF 81369Y860 296,278 6,729 SH SOLE 0 0 6,729
REDWIRE CORPORATION COM 75776W103 2,814,527 230,133 SH SOLE 0 0 230,133
RIGETTI COMPUTING INC COMMON STOCK 76655K103 3,301,749 170,898 SH SOLE 0 0 170,898
ROYAL CARIBBEAN GROUP COM V7780T103 270,536 852 SH SOLE 0 0 852
SALESFORCE INC COM 79466L302 12,759,330 81,446 SH SOLE 0 0 81,446
SEALSQ CORP ORD SHS G79483106 3,072,693 975,458 SH SOLE 0 0 975,458
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 726,345 4,578 SH SOLE 0 0 4,578
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 1,536,544 8,295 SH SOLE 0 0 8,295
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 526,533 11,613 SH SOLE 0 0 11,613
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 846,733 15,794 SH SOLE 0 0 15,794
SERVICENOW INC COM 81762P102 7,081,047 71,324 SH SOLE 0 0 71,324
SOUNDHOUND AI INC CLASS A COM 836100107 95,018 14,686 SH SOLE 0 0 14,686
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 515,094 4,392 SH SOLE 0 0 4,392
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 728,512 14,332 SH SOLE 0 0 14,332
SPDR GOLD TR GOLD SHS 78463V107 6,711,884 18,220 SH SOLE 0 0 18,220
STARBUCKS CORP COM 855244109 404,161 3,955 SH SOLE 0 0 3,955
STERLING INFRASTRUCTURE INC COM 859241101 569,925 679 SH SOLE 0 0 679
STRATEGY INC CL A NEW 594972408 3,471,289 39,932 SH SOLE 0 0 39,932
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 2,178,215 11,433 SH SOLE 0 0 11,433
COCA COLA CO COM 191216100 415,127 5,108 SH SOLE 0 0 5,108
TJX COS INC NEW COM 872540109 273,154 1,803 SH SOLE 0 0 1,803
US BANCORP COM NEW 902973304 477,704 7,909 SH SOLE 0 0 7,909
UNITED PARCEL SVCS INC CL B 911312106 4,429,215 41,202 SH SOLE 0 0 41,202
VANGUARD STAR FDS VG TL INTL STK F 921909768 237,626 2,780 SH SOLE 0 0 2,780
VANGUARD INDEX FDS TOTAL STK MKT 922908769 459,535 1,242 SH SOLE 0 0 1,242
VERTIV HOLDINGS CO COM CL A 92537N108 11,369,483 33,957 SH SOLE 0 0 33,957
WILLIAMS COS INC COM 969457100 388,873 5,231 SH SOLE 0 0 5,231