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
ADVANCED MICRO DEVICES INC COM 007903107 25,782,860 44,384 SH SOLE 68 0 44,316
ALPHABET INC CAP STK CL C 02079K107 751,948 2,128 SH SOLE 0 0 2,128
APPLE INC COM 037833100 30,127,014 104,116 SH SOLE 322 0 103,794
APPLIED MATLS INC COM 038222105 7,373,505 10,198 SH SOLE 0 0 10,198
ASML HLDG NV N Y REGISTRY SHS N07059210 4,239,719 2,131 SH SOLE 17 0 2,114
BLACKROCK RES & COMMODITIES SHS 09257A108 1,178,210 104,174 SH SOLE 1,713 0 102,461
BROADCOM INC COM 11135F101 7,776,417 20,586 SH SOLE 198 0 20,388
EATON CORP PLC SHS G29183103 3,697,223 8,676 SH SOLE 72 0 8,604
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 17,838,647 230,921 SH SOLE 1,946 0 228,975
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 9,325,787 100,299 SH SOLE 304 0 99,995
INVESCO QQQ TR UNIT SER 1 46090E103 3,811,051 5,175 SH SOLE 42 0 5,133
ISHARES TR RUS 1000 GRW ETF 464287614 250,404 2,017 SH SOLE 0 0 2,017
KLA CORP COM NEW 482480100 1,771,653 5,872 SH SOLE 0 0 5,872
MARVELL TECHNOLOGY INC COM 573874104 3,349,473 11,244 SH SOLE 113 0 11,131
META PLATFORMS INC CL A 30303M102 8,401,723 14,915 SH SOLE 136 0 14,779
NEBIUS GROUP N.V. SHS CLASS A N97284108 244,008 884 SH SOLE 0 0 884
NVIDIA CORPORATION COM 67066G104 11,484,575 57,397 SH SOLE 451 0 56,946
ONDAS INC COM NEW 68236H204 103,000 12,500 SH SOLE 0 0 12,500
ORACLE CORP COM 68389X105 810,682 5,532 SH SOLE 0 0 5,532
PALO ALTO NETWORKS INC COM 697435105 397,970 1,167 SH SOLE 0 0 1,167
PROSHARES TR PSHS ULT S&P 500 74347R107 64,267,487 953,807 SH SOLE 7,925 0 945,882
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 3,820,986 20,055 SH SOLE 166 0 19,889
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 15,475,149 83,546 SH SOLE 0 0 83,546
SOUNDHOUND AI INC CLASS A COM 836100107 64,700 10,000 SH SOLE 0 0 10,000
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,397,278 1,871 SH SOLE 0 0 1,871
TIDAL TRUST II DEFIANCE LARGE 88636R743 17,697,445 678,583 SH SOLE 5,844 0 672,739
TRANE TECHNOLOGIES PLC SHS G8994E103 3,930,242 8,002 SH SOLE 66 0 7,936
VANGUARD INDEX FDS LARGE CAP ETF 922908637 249,161 724 SH SOLE 0 0 724
WALMART INC COM 931142103 524,774 4,633 SH SOLE 0 0 4,633
WESTERN ALLIANCE BANCORP COM 957638109 378,120 4,600 SH SOLE 0 0 4,600