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 600,038 3,706 SH SOLE 3,706 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,963,295 8,544 SH SOLE 8,544 0 0
ALPHABET INC CAP STK CL A 02079K305 10,196,481 28,532 SH SOLE 28,532 0 0
AMAZON COM INC COM 023135106 4,783,245 20,069 SH SOLE 20,069 0 0
APPLE INC COM 037833100 2,213,893 7,651 SH SOLE 7,651 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 505,522 3,412 SH SOLE 3,412 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,649,279 15,595 SH SOLE 15,595 0 0
ASTERA LABS INC COM 04626A103 1,175,188 2,433 SH SOLE 2,433 0 0
AXT INC COM 00246W103 374,023 5,189 SH SOLE 5,189 0 0
BLOOM ENERGY CORP COM CL A 093712107 5,215,218 17,229 SH SOLE 17,229 0 0
BROADCOM INC COM 11135F101 3,800,543 10,061 SH SOLE 10,061 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,034,210 11,558 SH SOLE 11,558 0 0
BUNGE GLOBAL SA COM SHS H11356104 1,273,289 11,930 SH SOLE 11,930 0 0
CHEVRON CORPORATION COM 166764100 476,892 2,877 SH SOLE 2,877 0 0
CIPHER DIGITAL INC COM 17253J106 729,904 29,792 SH SOLE 29,792 0 0
COMFORT SYS USA INC COM 199908104 3,684,445 1,859 SH SOLE 1,859 0 0
COREWEAVE INC COM CL A 21873S108 1,264,954 12,708 SH SOLE 12,708 0 0
DECKERS OUTDOOR CORP COM 243537107 1,199,225 12,078 SH SOLE 12,078 0 0
ELI LILLY & CO COM 532457108 3,747,019 3,124 SH SOLE 3,124 0 0
EXXON MOBIL CORP COM 30231G102 206,721 1,512 SH SOLE 1,512 0 0
EZCORP INC CL A NON VTG 302301106 307,431 8,893 SH SOLE 8,893 0 0
GE VERNOVA INC COM 36828A101 5,049,548 4,298 SH SOLE 4,298 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 313,018 6,939 SH SOLE 6,939 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 201,121 4,398 SH SOLE 4,398 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 2,339,455 70,275 SH SOLE 70,275 0 0
ISHARES TR TRUST ISHARE 0-1 464288679 1,550,528 14,051 SH SOLE 14,051 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 1,386,292 9,488 SH SOLE 9,488 0 0
LAM RESEARCH CORP COM NEW 512807306 2,121,584 4,896 SH SOLE 4,896 0 0
LIBERTY ENERGY INC COM CL A 53115L104 2,747,488 104,906 SH SOLE 104,906 0 0
LUMENTUM HLDGS INC COM 55024U109 3,699,097 4,311 SH SOLE 4,311 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 973,012 38,038 SH SOLE 38,038 0 0
MARVELL TECHNOLOGY INC COM 573874104 13,340,706 44,784 SH SOLE 44,784 0 0
MERCADOLIBRE INC COM 58733R102 602,573 355 SH SOLE 355 0 0
META PLATFORMS INC CL A 30303M102 1,697,193 3,013 SH SOLE 3,013 0 0
MICRON TECHNOLOGY INC COM 595112103 21,487,108 18,615 SH SOLE 18,615 0 0
MICROSOFT CORP COM 594918104 3,595,167 9,638 SH SOLE 9,638 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 816,359 2,956 SH SOLE 2,956 0 0
NVIDIA CORPORATION COM 67066G104 9,527,686 47,617 SH SOLE 47,617 0 0
OWENS CORNING NEW COM 690742101 2,332,102 14,671 SH SOLE 14,671 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 8,160,600 69,946 SH SOLE 69,946 0 0
QXO INC COM NEW 82846H405 507,911 29,393 SH SOLE 29,393 0 0
ROCKET LAB CORP COM 773121108 211,025 2,076 SH SOLE 2,076 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 2,557,250 2,650 SH SOLE 2,650 0 0
SLB LIMITED COM STK 806857108 3,371,827 72,528 SH SOLE 72,528 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 264,231 3,284 SH SOLE 3,284 0 0
SOUTHERN COPPER CORP COM 84265V105 1,251,361 7,181 SH SOLE 7,181 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,117,015 11,176 SH SOLE 11,176 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,128,369 1,511 SH SOLE 1,511 0 0
TECHNIPFMC PLC COM G87110105 7,462,065 112,550 SH SOLE 112,550 0 0
TENARIS S A SPONSORED ADS 88031M109 800,221 14,421 SH SOLE 14,421 0 0
TESLA INC COM 88160R101 1,960,417 4,661 SH SOLE 4,661 0 0
VALERO ENERGY CORP COM 91913Y100 756,839 2,906 SH SOLE 2,906 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 636,869 971 SH SOLE 971 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,110,933 3,318 SH SOLE 3,318 0 0
VISA INC COM CL A 92826C839 205,854 600 SH SOLE 600 0 0
WESTERN DIGITAL CORP COM 958102105 2,498,673 3,912 SH SOLE 3,912 0 0