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 Stock 007903107 3,393 5,841 SH SOLE 0 0 5,841
AMAZON COM INC COM Stock 023135106 25,041 105,066 SH SOLE 0 0 105,066
AIRBNB INC COM CL A Stock 009066101 1,882 13,154 SH SOLE 0 0 13,154
ALPHABET INC CAP STK CL A Stock 02079K305 470 1,315 SH SOLE 0 0 1,315
ALPHABET INC CAP STK CL C Stock 02079K107 26,565 75,184 SH SOLE 0 0 75,184
ALTRIA GROUP INC COM Stock 02209S103 1,785 24,812 SH SOLE 0 0 24,812
APPLIED MATLS INC COM Stock 038222105 1,861 2,574 SH SOLE 0 0 2,574
APPLOVIN CORP COM CL A Stock 03831W108 915 1,776 SH SOLE 0 0 1,776
BLOOM ENERGY CORP COM CL A Stock 093712107 12,513 41,339 SH SOLE 0 0 41,339
BROADCOM INC COM Stock 11135F101 1,582 4,187 SH SOLE 0 0 4,187
BUNGE GLOBAL SA COM SHS Stock H11356104 1,325 12,418 SH SOLE 0 0 12,418
CBOE GLOBAL MKTS INC COM Stock 12503M108 1,320 5,438 SH SOLE 0 0 5,438
CIENA CORP COM NEW Stock 171779309 2,009 4,095 SH SOLE 0 0 4,095
COMFORT SYS USA INC COM Stock 199908104 1,877 947 SH SOLE 0 0 947
CORPAY INC COM SHS Stock 219948106 1,471 4,415 SH SOLE 0 0 4,415
CUMMINS INC COM Stock 231021106 170 2,380 SH SOLE 0 0 2,380
DEFIANCE AI & POWER INFRASTRUCTURE ETF ETF 88636R479 256 76,718 SH SOLE 0 0 76,718
DELL TECHNOLOGIES INC CL C Stock 24703L202 1,936 4,486 SH SOLE 0 0 4,486
DEVON ENERGY CORP NEW COM Stock 25179M103 1,142 27,637 SH SOLE 0 0 27,637
DISNEY WALT CO COM Stock 254687106 1,323 13,741 SH SOLE 0 0 13,741
EBAY INC. COM Stock 278642103 1,438 12,867 SH SOLE 0 0 12,867
ECHOSTAR CORP CL A Stock 278768106 1,461 14,395 SH SOLE 0 0 14,395
ELECTRONIC ARTS INC COM Stock 285512109 1,404 6,849 SH SOLE 0 0 6,849
ELI LILLY & CO COM Stock 532457108 9,912 8,264 SH SOLE 0 0 8,264
EQUINIX INC COM Stock 29444U700 1,501 1,440 SH SOLE 0 0 1,440
FAIR ISAAC CORP COM Stock 303250104 853 714 SH SOLE 0 0 714
FOX CORP CL B COM Stock 35137L204 1,341 28,626 SH SOLE 0 0 28,626
GE VERNOVA INC COM Stock 36828A101 1,869 1,591 SH SOLE 0 0 1,591
GLOBE LIFE INC COM Stock 37959E102 1,723 9,642 SH SOLE 0 0 9,642
GOLDMAN SACHS GROUP INC COM Stock 38141G104 14,737 14,571 SH SOLE 0 0 14,571
HUMANA INC COM Stock 444859102 11,780 29,657 SH SOLE 0 0 29,657
INCYTE CORP COM Stock 45337C102 1,405 12,396 SH SOLE 0 0 12,396
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 9,020 22,682 SH SOLE 0 0 22,682
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF ETF 46138E222 5,478 90,867 SH SOLE 0 0 90,867
ISHARES ASIA 50 ETF ETF 464288430 175 1,233 SH SOLE 0 0 1,233
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515 2,375 26,215 SH SOLE 0 0 26,215
ISHARES RUSSELL MIDCAP ETF ETF 464287499 214 1,943 SH SOLE 0 0 1,943
ISHARES U.S. INDUSTRIALS ETF ETF 464287754 2,592 15,551 SH SOLE 0 0 15,551
ISHARES U.S. REGIONAL BANKS ETF ETF 464288778 2,298 36,934 SH SOLE 0 0 36,934
KLA CORP COM NEW Stock 482480100 1,889 6,262 SH SOLE 0 0 6,262
KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF ETF 500767363 2,847 60,708 SH SOLE 0 0 60,708
LAM RESEARCH CORP COM NEW Stock 512807306 2,443 5,637 SH SOLE 0 0 5,637
LUMENTUM HLDGS INC COM Stock 55024U109 1,454 1,694 SH SOLE 0 0 1,694
MARRIOTT INTL INC NEW CL A Stock 571903202 10,798 29,138 SH SOLE 0 0 29,138
MASTERCARD INCORPORATED CL A Stock 57636Q104 19,518 38,001 SH SOLE 0 0 38,001
MICROCHIP TECHNOLOGY INC. COM Stock 595017104 1,646 18,045 SH SOLE 0 0 18,045
MICRON TECHNOLOGY INC COM Stock 595112103 2,194 1,901 SH SOLE 0 0 1,901
MICROSOFT CORP COM Stock 594918104 10,117 27,121 SH SOLE 0 0 27,121
MORGAN STANLEY COM NEW Stock 617446448 9,122 43,637 SH SOLE 0 0 43,637
MSCI INC COM Stock 55354G100 11,682 20,859 SH SOLE 0 0 20,859
NETFLIX INC. COM Stock 64110L106 18,607 260,599 SH SOLE 0 0 260,599
NEXTERA ENERGY INC COM Stock 65339F101 12,150 138,427 SH SOLE 0 0 138,427
NORTHERN TR CORP COM Stock 665859104 1,872 10,771 SH SOLE 0 0 10,771
NRG ENERGY INC COM NEW Stock 629377508 1,799 12,315 SH SOLE 0 0 12,315
NUCOR CORP COM Stock 670346105 1,798 8,071 SH SOLE 0 0 8,071
NVIDIA CORPORATION COM Stock 67066G104 17,833 89,123 SH SOLE 0 0 89,123
NXP SEMICONDUCTORS N V COM Stock N6596X109 1,432 5,096 SH SOLE 0 0 5,096
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 7,932 67,984 SH SOLE 0 0 67,984
PROLOGIS INC. COM Stock 74340W103 16,179 119,427 SH SOLE 0 0 119,427
SANDISK CORP COM Stock 80004C200 2,267 997 SH SOLE 0 0 997
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Stock G7997R103 1,958 2,029 SH SOLE 0 0 2,029
SERVICENOW INC COM Stock 81762P102 9,386 94,537 SH SOLE 0 0 94,537
SOUTHWEST AIRLS CO COM Stock 844741108 1,522 29,592 SH SOLE 0 0 29,592
STATE STREET SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 21,740 247,379 SH SOLE 0 0 247,379
STEEL DYNAMICS INC COM Stock 858119100 1,808 7,878 SH SOLE 0 0 7,878
TERADYNE INC COM Stock 880770102 2,093 4,325 SH SOLE 0 0 4,325
TEXAS INSTRS INC COM Stock 882508104 1,858 6,235 SH SOLE 0 0 6,235
TEXAS PACIFIC LAND CORPORATION COM Stock 88262P102 14,678 33,540 SH SOLE 0 0 33,540
TR ACTIVEBETA US SMALL CAP EQUITY ETF ETF 381430602 5,862 64,231 SH SOLE 0 0 64,231
TUTTLE CAPITAL PURE PLAY PHOTONICS ETF ETF 26923V597 2,206 93,964 SH SOLE 0 0 93,964
VALERO ENERGY CORP COM Stock 91913Y100 1,440 5,529 SH SOLE 0 0 5,529
VANGUARD REAL ESTATE ETF ETF 922908553 2,754 28,560 SH SOLE 0 0 28,560
VERTIV HOLDINGS CO COM CL A Stock 92537N108 11,638 34,758 SH SOLE 0 0 34,758
VISA INC COM CL A Stock 92826C839 21,564 62,852 SH SOLE 0 0 62,852
WALMART INC COM Stock 931142103 1,365 120,496 SH SOLE 0 0 120,496
WESTERN DIGITAL CORP COM Stock 958102105 2,289 3,584 SH SOLE 0 0 3,584
YUM BRANDS INC COM Stock 988498101 1,931 12,079 SH SOLE 0 0 12,079