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
ABBVIE INC COM 00287Y109 661,067 2,627 SH SOLE 0 0 2,627
AGILENT TECHNOLOGIES INC COM 00846U101 292,226 2,200 SH SOLE 0 0 2,200
ALCOA CORP COM 013872106 563,593 10,809 SH SOLE 0 0 10,809
ALPHABET INC CAP STK CL A 02079K305 9,050,383 25,325 SH SOLE 0 0 25,325
ALPHABET INC CAP STK CL C 02079K107 1,329,669 3,763 SH SOLE 0 0 3,763
AMAZON COM INC COM 023135106 3,702,612 15,535 SH SOLE 0 0 15,535
AMERICAN EXPRESS CO COM 025816109 475,473 1,406 SH SOLE 0 0 1,406
APPLE INC COM 037833100 3,442,903 11,898 SH SOLE 0 0 11,898
APPLIED MATLS INC COM 038222105 723,000 1,000 SH SOLE 0 0 1,000
ARISTA NETWORKS INC COM SHS 040413205 557,207 3,280 SH SOLE 0 0 3,280
ASML HLDG NV N Y REGISTRY SHS N07059210 238,733 120 SH SOLE 0 0 120
AUTOZONE INC COM 053332102 1,994,267 624 SH SOLE 0 0 624
AXON ENTERPRISE INC COM 05464C101 1,883,650 3,360 SH SOLE 0 0 3,360
BERKSHIRE HATHAWAY INC DEL CL A 084670108 748,850 1 SH SOLE 0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,985,048 3,967 SH SOLE 0 0 3,967
BLACKROCK INC COM 09290D101 2,158,461 2,245 SH SOLE 0 0 2,245
BROADCOM INC COM 11135F101 389,910 1,032 SH SOLE 0 0 1,032
CAMECO CORP COM 13321L108 2,414,986 23,709 SH SOLE 0 0 23,709
CELESTICA INC COM 15101Q207 434,477 1,191 SH SOLE 0 0 1,191
CHEVRON CORPORATION COM 166764100 288,754 1,742 SH SOLE 0 0 1,742
CIENA CORP COM NEW 171779309 235,469 480 SH SOLE 0 0 480
COMFORT SYS USA INC COM 199908104 214,116 108 SH SOLE 0 0 108
CONSTELLATION ENERGY CORP COM 21037T109 1,048,150 4,220 SH SOLE 0 0 4,220
CORTEVA INC COM 22052L104 300,057 3,543 SH SOLE 0 0 3,543
COSTCO WHOLESALE CORPORATION COM 22160K105 3,413,719 3,649 SH SOLE 0 0 3,649
CURTISS WRIGHT CORP COM 231561101 212,173 280 SH SOLE 0 0 280
EATON CORP PLC SHS G29183103 596,568 1,400 SH SOLE 0 0 1,400
ELI LILLY & CO COM 532457108 3,090,651 2,577 SH SOLE 0 0 2,577
EOG RES INC COM 26875P101 232,217 1,790 SH SOLE 0 0 1,790
ETFS GOLD TR PHYSCL GOLD SHS 00326A104 5,013,903 131,151 SH SOLE 0 0 131,151
EXXON MOBIL CORP COM 30231G102 482,266 3,527 SH SOLE 0 0 3,527
FORTINET INC COM 34959E109 1,802,578 11,734 SH SOLE 0 0 11,734
FREEPORT MCMORAN INC CL B 35671D857 260,836 4,147 SH SOLE 0 0 4,147
GE AEROSPACE COM NEW 369604301 3,604,644 9,645 SH SOLE 0 0 9,645
GE VERNOVA INC COM 36828A101 7,807,575 6,646 SH SOLE 0 0 6,646
GENERAL DYNAMICS CORP COM 369550108 317,045 895 SH SOLE 0 0 895
GENMAB A/S SPONSORED ADS 372303206 1,764,646 64,239 SH SOLE 0 0 64,239
GLOBAL X FDS DEFENSE TECH ETF 37960A529 1,389,650 23,273 SH SOLE 0 0 23,273
GLOBAL X FDS GLOBAL X COPPER 37954Y830 820,963 10,666 SH SOLE 0 0 10,666
GOLDMAN SACHS GROUP INC COM 38141G104 2,733,339 2,703 SH SOLE 0 0 2,703
HCA HEALTHCARE INC COM 40412C101 555,237 1,424 SH SOLE 0 0 1,424
HOWMET AEROSPACE INC COM 443201108 3,905,360 14,526 SH SOLE 0 0 14,526
INTERNATIONAL BUSINESS MACHS COM 459200101 4,368,598 15,535 SH SOLE 0 0 15,535
ISHARES GOLD TR ISHARES NEW 464285204 1,643,551 21,766 SH SOLE 0 0 21,766
ISHARES INC MSCI EMRG CHN 46434G764 2,426,839 23,723 SH SOLE 0 0 23,723
ISHARES INC MSCI STH KOR ETF 464286772 282,862 1,401 SH SOLE 0 0 1,401
ISHARES TR CORE S&P500 ETF 464287200 324,097 433 SH SOLE 0 0 433
ISHARES TR ISHARES SEMICDTR 464287523 229,537 358 SH SOLE 0 0 358
ISHARES TR U.S. TECH ETF 464287721 4,293,207 17,021 SH SOLE 0 0 17,021
JPMORGAN CHASE & CO COM 46625H100 298,866 913 SH SOLE 0 0 913
KLA CORP COM NEW 482480100 265,517 880 SH SOLE 0 0 880
LAM RESEARCH CORP COM NEW 512807306 2,596,347 5,992 SH SOLE 0 0 5,992
LINDE PLC SHS G54950103 876,758 1,690 SH SOLE 0 0 1,690
LOCKHEED MARTIN CORP COM 539830109 239,447 470 SH SOLE 0 0 470
MCKESSON CORP COM 58155Q103 1,718,997 2,275 SH SOLE 0 0 2,275
META PLATFORMS INC CL A 30303M102 2,274,257 4,037 SH SOLE 0 0 4,037
MICRON TECHNOLOGY INC COM 595112103 5,854,559 5,072 SH SOLE 0 0 5,072
MICROSOFT CORP COM 594918104 5,017,512 13,451 SH SOLE 0 0 13,451
MONDELEZ INTL INC CL A 609207105 248,597 4,298 SH SOLE 0 0 4,298
NORTHROP GRUMMAN CORP COM 666807102 297,470 584 SH SOLE 0 0 584
NVIDIA CORPORATION COM 67066G104 3,846,835 19,226 SH SOLE 0 0 19,226
PARKER-HANNIFIN CORP COM 701094104 1,079,845 1,104 SH SOLE 0 0 1,104
PAYCHEX INC COM 704326107 366,274 3,725 SH SOLE 0 0 3,725
PROCTER & GAMBLE CO COM 742718109 246,356 1,680 SH SOLE 0 0 1,680
QUANTA SVCS INC COM 74762E102 295,217 410 SH SOLE 0 0 410
RBC BEARINGS INC COM 75524B104 1,912,859 2,970 SH SOLE 0 0 2,970
ROCKET LAB CORP COM 773121108 3,284,820 32,315 SH SOLE 0 0 32,315
RTX CORPORATION COM 75513E101 3,861,607 20,353 SH SOLE 0 0 20,353
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 2,240,403 19,103 SH SOLE 0 0 19,103
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 226,642 4,267 SH SOLE 0 0 4,267
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 2,089,148 11,279 SH SOLE 0 0 11,279
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 4,448,663 41,526 SH SOLE 0 0 41,526
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 1,161,393 25,615 SH SOLE 0 0 25,615
SOUTHERN COPPER CORP COM 84265V105 674,162 3,869 SH SOLE 0 0 3,869
SPDR GOLD TR GOLD SHS 78463V107 1,878,738 5,100 SH SOLE 0 0 5,100
SPINNAKER ETF SERIES SELE STO EUR ETF 84858T772 944,628 22,395 SH SOLE 0 0 22,395
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 465,297 623 SH SOLE 0 0 623
STRYKER CORPORATION COM 863667101 2,323,410 7,380 SH SOLE 0 0 7,380
TECHNIPFMC PLC COM G87110105 1,852,526 27,942 SH SOLE 0 0 27,942
UNION PAC CORP COM 907818108 602,056 2,213 SH SOLE 0 0 2,213
UNITED RENTALS INC COM 911363109 532,459 470 SH SOLE 0 0 470
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,101,759 3,879 SH SOLE 0 0 3,879
VANECK ETF TRUST RARE EAR STR ETF 92189H805 794,067 8,973 SH SOLE 0 0 8,973
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 327,945 500 SH SOLE 0 0 500
VANECK MERK GOLD ETF GOLD SHS 921078101 2,149,271 55,695 SH SOLE 0 0 55,695
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 391,619 4,740 SH SOLE 0 0 4,740
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,667,143 5,339 SH SOLE 0 0 5,339
VANGUARD WORLD FD FINANCIALS ETF 92204A405 2,095,783 15,925 SH SOLE 0 0 15,925
VANGUARD WORLD FD INF TECH ETF 92204A702 588,039 4,920 SH SOLE 0 0 4,920
VERTIV HOLDINGS CO COM CL A 92537N108 4,222,465 12,611 SH SOLE 0 0 12,611
VISA INC COM CL A 92826C839 2,743,817 7,997 SH SOLE 0 0 7,997
VISTRA CORP COM 92840M102 1,144,360 7,214 SH SOLE 0 0 7,214
WW GRAINGER INC COM 384802104 2,400,341 1,764 SH SOLE 0 0 1,764