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 33,765,394 58,125 SH SOLE 0 0 58,125
ALPHABET INC CAP STK CL C 02079K107 47,957,481 135,730 SH SOLE 0 0 135,730
ALPHABET INC CAP STK CL A 02079K305 246,585 690 SH SOLE 0 0 690
AMAZON COM INC COM 023135106 32,643,523 136,962 SH SOLE 0 0 136,962
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 438,922 4,183 SH SOLE 0 0 4,183
APPLE INC COM 037833100 38,265,715 132,243 SH SOLE 0 0 132,243
ASML HLDG NV N Y REGISTRY SHS N07059210 288,469 145 SH SOLE 0 0 145
BAKER HUGHES COMPANY CL A 05722G100 11,773,104 212,128 SH SOLE 0 0 212,128
BANK OF AMER CORP COM 060505104 12,801,527 224,667 SH SOLE 0 0 224,667
BOEING CO COM 097023105 14,018,625 64,760 SH SOLE 0 0 64,760
BROADCOM INC COM 11135F101 11,694,762 30,959 SH SOLE 0 0 30,959
BWX TECHNOLOGIES INC COM 05605H100 26,027,041 133,712 SH SOLE 0 0 133,712
CENTRUS ENERGY CORP CL A 15643U104 14,619,295 87,087 SH SOLE 0 0 87,087
CHEVRON CORPORATION COM 166764100 18,651,640 112,522 SH SOLE 0 0 112,522
CISCO SYS INC COM 17275R102 16,654,028 141,785 SH SOLE 0 0 141,785
CLOUDFLARE INC CL A COM 18915M107 19,635,645 80,054 SH SOLE 0 0 80,054
CROWDSTRIKE HLDGS INC CL A 22788C105 25,208,040 33,032 SH SOLE 0 0 33,032
DEVON ENERGY CORP NEW COM 25179M103 11,644,885 281,822 SH SOLE 0 0 281,822
DIAMONDBACK ENERGY INC COM 25278X109 12,520,707 71,229 SH SOLE 0 0 71,229
DIREXION SHARES ETF TRUST DA TE BU 3X ETF 25459W102 323,064 1,400 SH SOLE 0 0 1,400
DISNEY WALT CO COM 254687106 259,309 2,694 SH SOLE 0 0 2,694
DUTCH BROS INC CL A 26701L100 3,095,729 43,110 SH SOLE 0 0 43,110
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707 1,519,550 17,739 SH SOLE 0 0 17,739
EXXON MOBIL CORP COM 30231G102 519,673 3,801 SH SOLE 0 0 3,801
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 5,728,738 23,110 SH SOLE 0 0 23,110
FLOWSERVE CORP COM 34354P105 1,936,688 26,115 SH SOLE 0 0 26,115
FORTINET INC COM 34959E109 16,761,939 109,113 SH SOLE 0 0 109,113
FREEPORT MCMORAN INC CL B 35671D857 13,614,160 216,476 SH SOLE 0 0 216,476
GOLDMAN SACHS GROUP INC COM 38141G104 16,866,617 16,677 SH SOLE 0 0 16,677
GRANITE CONSTR INC COM 387328107 22,977,120 145,351 SH SOLE 0 0 145,351
INTUITIVE SURGICAL INC COM NEW 46120E602 20,967,280 52,724 SH SOLE 0 0 52,724
INVESCO QQQ TR UNIT SER 1 46090E103 2,582,573 3,507 SH SOLE 0 0 3,507
ISHARES INC CORE MSCI EMKT 46434G103 217,869 2,630 SH SOLE 0 0 2,630
ISHARES TR CORE S&P SCP ETF 464287804 1,656,178 11,167 SH SOLE 0 0 11,167
ISHARES TR RUSSELL 2000 ETF 464287655 950,947 3,165 SH SOLE 0 0 3,165
ISHARES TR RUS 1000 GRW ETF 464287614 559,510 4,506 SH SOLE 0 0 4,506
ISHARES TR CORE S&P US GWT 464287671 939,886 4,997 SH SOLE 0 0 4,997
ISHARES TR CORE MSCI TOTAL 46432F834 545,726 5,718 SH SOLE 0 0 5,718
ISHARES TR EXPANDED TECH 464287515 246,251 2,718 SH SOLE 0 0 2,718
JOHNSON & JOHNSON COM 478160104 874,871 3,445 SH SOLE 0 0 3,445
JOHNSON CONTROLS INTERNATION SHS G51502105 21,741,899 148,805 SH SOLE 0 0 148,805
JPMORGAN CHASE & CO COM 46625H100 15,189,537 46,404 SH SOLE 0 0 46,404
KLA CORP COM NEW 482480100 331,881 1,100 SH SOLE 0 0 1,100
L3HARRIS TECHNOLOGIES INC COM 502431109 14,404,290 49,569 SH SOLE 0 0 49,569
MEDTRONIC PLC SHS G5960L103 17,860,144 228,303 SH SOLE 0 0 228,303
META PLATFORMS INC CL A 30303M102 342,669 608 SH SOLE 0 0 608
MICROSOFT CORP COM 594918104 24,088,421 64,577 SH SOLE 0 0 64,577
NETFLIX INC. COM 64110L106 3,877,877 54,312 SH SOLE 0 0 54,312
NORTHROP GRUMMAN CORP COM 666807102 753,269 1,479 SH SOLE 0 0 1,479
NOVO-NORDISK A S ADR 670100205 16,619,504 346,673 SH SOLE 0 0 346,673
NUSCALE PWR CORP CL A COM 67079K100 14,007,497 1,396,560 SH SOLE 0 0 1,396,560
NVIDIA CORPORATION COM 67066G104 62,805,743 313,887 SH SOLE 0 0 313,887
OKTA INC CL A 679295105 18,355,254 134,520 SH SOLE 0 0 134,520
ONDAS INC COM NEW 68236H204 7,889,495 957,463 SH SOLE 0 0 957,463
OSCAR HEALTH INC CL A 687793109 13,981,017 490,218 SH SOLE 0 0 490,218
PALANTIR TECHNOLOGIES INC CL A 69608A108 18,059,933 154,795 SH SOLE 0 0 154,795
PEABODY ENGR CORP COM 704551100 4,117,880 178,109 SH SOLE 0 0 178,109
POWELL INDS INC COM 739128106 33,172,801 115,843 SH SOLE 0 0 115,843
PRIMORIS SVCS CORP COM 74164F103 5,166,134 52,120 SH SOLE 0 0 52,120
QUANTA SVCS INC COM 74762E102 32,830,944 45,596 SH SOLE 0 0 45,596
QUANTUMSCAPE CORP COM CL A 74767V109 91,695 12,129 SH SOLE 0 0 12,129
REDWIRE CORPORATION COM 75776W103 3,295,215 269,437 SH SOLE 0 0 269,437
RTX CORPORATION COM 75513E101 21,347,483 112,515 SH SOLE 0 0 112,515
SAGIMET BIOSCIENCES INC COM SER A 786700104 134,116 17,350 SH SOLE 0 0 17,350
SALESFORCE INC COM 79466L302 8,777,816 56,031 SH SOLE 0 0 56,031
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 304,940 316 SH SOLE 0 0 316
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 494,925 9,319 SH SOLE 0 0 9,319
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 615,967 3,882 SH SOLE 0 0 3,882
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 558,348 10,415 SH SOLE 0 0 10,415
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 950,045 5,129 SH SOLE 0 0 5,129
SERVICENOW INC COM 81762P102 22,696,401 228,610 SH SOLE 0 0 228,610
SNOWFLAKE INC COM SHS 833445109 24,046,687 94,486 SH SOLE 0 0 94,486
SOFI TECHNOLOGIES INC COM 83406F102 1,089,248 60,750 SH SOLE 0 0 60,750
SPDR GOLD TR GOLD SHS 78463V107 4,947,712 13,431 SH SOLE 0 0 13,431
SPDR SERIES TRUST ST STR SP BIOT 78464A870 3,670,767 23,196 SH SOLE 0 0 23,196
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 1,452,494 15,850 SH SOLE 0 0 15,850
SPDR SERIES TRUST SP KENSHO NEWEC 78468R648 529,386 7,404 SH SOLE 0 0 7,404
STARBUCKS CORP COM 855244109 9,325,989 91,261 SH SOLE 0 0 91,261
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 669,952 897 SH SOLE 0 0 897
STRATASYS LTD SHS M85548101 9,745,004 1,138,435 SH SOLE 0 0 1,138,435
SUPER MICRO COMPUTER INC COM NEW 86800U302 15,290,433 521,324 SH SOLE 0 0 521,324
SYMBOTIC INC CLASS A COM 87151X101 11,999,807 266,959 SH SOLE 0 0 266,959
TEREX CORP NEW COM 880779103 3,249,225 44,885 SH SOLE 0 0 44,885
TESLA INC COM 88160R101 662,024 1,574 SH SOLE 0 0 1,574
UNITY SOFTWARE INC COM 91332U101 1,790,537 62,650 SH SOLE 0 0 62,650
VANECK ETF TRUST OIL SERVICES ETF 92189H607 507,077 1,363 SH SOLE 0 0 1,363
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 913,932 3,712 SH SOLE 0 0 3,712
VANGUARD INDEX FDS VALUE ETF 922908744 849,491 3,898 SH SOLE 0 0 3,898
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2,356,320 9,958 SH SOLE 0 0 9,958
VANGUARD WORLD FD COMM SRVC ETF 92204A884 287,177 1,561 SH SOLE 0 0 1,561
WILLIAMS COS INC COM 969457100 249,039 3,350 SH SOLE 0 0 3,350
XYLEM INC COM 98419M100 16,649,075 140,843 SH SOLE 0 0 140,843
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 15,706,667 798,103 SH SOLE 0 0 798,103