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
3M CO COM 88579Y101 231,906 1,432 SH SOLE 0 0 1,432
AIRBNB INC COM CL A 009066101 3,389,753 23,688 SH SOLE 0 0 23,688
ALPHABET INC CAP STK CL C 02079K107 1,622,491 4,592 SH SOLE 0 0 4,592
AMAZON COM INC COM 023135106 1,674,577 7,026 SH SOLE 0 0 7,026
APPLE INC COM 037833100 1,765,385 6,101 SH SOLE 0 0 6,101
ASTRONICS CORP COM 046433108 2,033,125 25,020 SH SOLE 0 0 25,020
BANK OF AMER CORP COM 060505104 1,701,423 29,860 SH SOLE 0 0 29,860
BITMINE IMMERSION TECHS INC COM NEW 09175A206 2,455,868 184,513 SH SOLE 0 0 184,513
BLOCK INC CL A 852234103 5,657,136 74,436 SH SOLE 0 0 74,436
BORGWARNER INC COM 099724106 3,353,731 50,508 SH SOLE 0 0 50,508
BROADCOM INC COM 11135F101 1,625,081 4,302 SH SOLE 0 0 4,302
BUILD FUNDS TRUST BOND INNOVATION 12009B101 1,591,909 63,473 SH SOLE 0 0 63,473
CAMECO CORP COM 13321L108 2,038,117 20,009 SH SOLE 0 0 20,009
CELESTICA INC COM 15101Q207 3,430,579 9,404 SH SOLE 0 0 9,404
CENTURY ALUM CO COM 156431108 1,991,727 43,289 SH SOLE 0 0 43,289
CLOUDFLARE INC CL A COM 18915M107 3,795,708 15,475 SH SOLE 0 0 15,475
CORE SCIENTIFIC INC NEW COM 21874A106 3,480,214 135,999 SH SOLE 0 0 135,999
COSTCO WHOLESALE CORPORATION COM 22160K105 1,235,756 1,321 SH SOLE 0 0 1,321
CUMMINS INC COM 231021106 1,668,198 2,339 SH SOLE 0 0 2,339
DUPONT DE NEMOURS INC COMMON STOCK 26614N201 1,831,140 13,500 SH SOLE 0 0 13,500
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 829,919 8,070 SH SOLE 0 0 8,070
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 895,714 11,595 SH SOLE 0 0 11,595
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 1,005,563 10,095 SH SOLE 0 0 10,095
FIDELITY COVINGTON TRUST MSCI MATLS INDEX 316092881 945,756 16,164 SH SOLE 0 0 16,164
FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 972,848 33,203 SH SOLE 0 0 33,203
FIRST SOLAR INC COM 336433107 5,084,938 21,550 SH SOLE 0 0 21,550
FLYWIRE CORPORATION COM VTG 302492103 2,251,736 128,158 SH SOLE 0 0 128,158
FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF 35473P595 1,577,354 68,820 SH SOLE 0 0 68,820
FREEPORT MCMORAN INC CL B 35671D857 2,122,349 33,747 SH SOLE 0 0 33,747
FTAI AVIATION LTD SHS G3730V105 2,647,407 9,786 SH SOLE 0 0 9,786
GALAXY DIGITAL INC. CL A 36317J209 3,813,137 139,471 SH SOLE 0 0 139,471
GENERAL MTRS CO COM 37045V100 1,946,655 25,255 SH SOLE 0 0 25,255
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 736,643 19,416 SH SOLE 0 0 19,416
GLOBAL X FDS US INFR DEV ETF 37954Y673 789,469 13,399 SH SOLE 0 0 13,399
HUDBAY MINERALS INC COM 443628102 2,637,780 111,723 SH SOLE 0 0 111,723
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 1,656,483 68,140 SH SOLE 0 0 68,140
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,302,384 10,821 SH SOLE 0 0 10,821
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 1,593,191 9,364 SH SOLE 0 0 9,364
INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 46137V498 1,796,853 19,191 SH SOLE 0 0 19,191
IREN LIMITED ORDINARY SHARES Q4982L109 2,493,200 54,520 SH SOLE 0 0 54,520
ISHARES TR CORE 1 5 YR USD 46432F859 1,239,929 25,698 SH SOLE 0 0 25,698
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 1,616,639 32,019 SH SOLE 0 0 32,019
JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 2,892,026 59,184 SH SOLE 0 0 59,184
JANUS DETROIT STR TR HENDERSN SML ETF 47103U209 1,754,975 17,335 SH SOLE 0 0 17,335
JOHNSON CONTROLS INTERNATION SHS G51502105 1,485,354 10,166 SH SOLE 0 0 10,166
JPMORGAN CHASE & CO COM 46625H100 1,903,332 5,815 SH SOLE 0 0 5,815
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 217,210 13,285 SH SOLE 0 0 13,285
LINDE PLC SHS G54950103 1,981,832 3,819 SH SOLE 0 0 3,819
MADDEN STEVEN LTD COM 556269108 2,028,967 48,194 SH SOLE 0 0 48,194
META PLATFORMS INC CL A 30303M102 1,162,067 2,063 SH SOLE 0 0 2,063
MICROSOFT CORP COM 594918104 1,332,054 3,571 SH SOLE 0 0 3,571
MORGAN STANLEY COM NEW 617446448 1,848,541 8,843 SH SOLE 0 0 8,843
MP MATERIALS CORP COM CL A 553368101 2,167,307 38,695 SH SOLE 0 0 38,695
NVIDIA CORPORATION COM 67066G104 1,559,301 7,793 SH SOLE 0 0 7,793
ROCKET COS INC COM CL A 77311W101 2,456,984 155,999 SH SOLE 0 0 155,999
ROCKET LAB CORP COM 773121108 3,187,439 31,357 SH SOLE 0 0 31,357
ROCKWELL AUTOMATION INC COM 773903109 1,910,514 3,859 SH SOLE 0 0 3,859
SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY 82889N764 586,346 17,482 SH SOLE 0 0 17,482
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 3,216,871 39,981 SH SOLE 0 0 39,981
SPDR SERIES TRUST ST STR P500ETF 78464A854 1,474,978 16,784 SH SOLE 0 0 16,784
SPDR SERIES TRUST ST STR SP BIOT 78464A870 914,052 5,776 SH SOLE 0 0 5,776
SPDR SERIES TRUST ST STR SP AERO 78464A631 746,368 2,630 SH SOLE 0 0 2,630
STARBUCKS CORP COM 855244109 1,426,675 13,961 SH SOLE 0 0 13,961
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,474,768 5,182 SH SOLE 0 0 5,182
TARGET CORP COM 87612E106 2,089,107 15,995 SH SOLE 0 0 15,995
TCW ETF TRUST FLEXIBLE INCOME 29287L700 1,602,748 40,876 SH SOLE 0 0 40,876
TESLA INC COM 88160R101 5,244,461 12,469 SH SOLE 0 0 12,469
TRUST FOR PROFESSIONAL MANAG PERFO TR BD ETF 89834G570 2,870,630 113,106 SH SOLE 0 0 113,106
UNITED RENTALS INC COM 911363109 1,945,172 1,717 SH SOLE 0 0 1,717
UPSTART HLDGS INC COM 91680M107 3,651,026 103,049 SH SOLE 0 0 103,049