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 1,935,363 7,691 SH SOLE 7,691 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,264,435 10,161 SH SOLE 10,161 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,310,098 9,141 SH SOLE 9,141 0 0
AFFIRM HLDGS INC COM CL A 00827B106 3,915,134 48,009 SH SOLE 48,009 0 0
ALPHABET INC CAP STK CL A 02079K305 6,197,153 17,341 SH SOLE 17,341 0 0
ALTRIA GROUP INC COM 02209S103 1,702,553 23,663 SH SOLE 23,663 0 0
AMAZON COM INC COM 023135106 5,253,729 22,043 SH SOLE 22,043 0 0
AMCOR PLC COM NEW G0250X149 1,964,752 45,323 SH SOLE 45,323 0 0
ANALOG DEVICES INC COM 032654105 747,077 1,881 SH SOLE 1,881 0 0
APPLIED MATLS INC COM 038222105 1,281,156 1,772 SH SOLE 1,772 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,835,280 37,111 SH SOLE 37,111 0 0
ARISTA NETWORKS INC COM SHS 040413205 796,567 4,689 SH SOLE 4,689 0 0
ASTERA LABS INC COM 04626A103 4,401,278 9,112 SH SOLE 9,112 0 0
AT&T INC COM 00206R102 1,543,620 74,571 SH SOLE 74,571 0 0
BANK OF NY MELLON CORP COM 064058100 3,120,684 21,580 SH SOLE 21,580 0 0
BERKLEY W R CORP COM 084423102 1,790,616 25,388 SH SOLE 25,388 0 0
BONDBLOXX ETF TRUST BLOOMBERG FVE YR 09789C838 23,593,882 484,673 SH SOLE 484,673 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,792,904 31,116 SH SOLE 31,116 0 0
BROADCOM INC COM 11135F101 1,846,442 4,888 SH SOLE 4,888 0 0
CASEYS GEN STORES INC COM 147528103 2,614,859 3,290 SH SOLE 3,290 0 0
CATERPILLAR INC COM 149123101 1,095,782 1,029 SH SOLE 1,029 0 0
CENTENE CORP DEL COM 15135B101 2,963,203 46,163 SH SOLE 46,163 0 0
CHEVRON CORPORATION COM 166764100 1,511,731 9,120 SH SOLE 9,120 0 0
CISCO SYS INC COM 17275R102 3,864,082 32,897 SH SOLE 32,897 0 0
CITIGROUP INC COM NEW 172967424 801,551 5,727 SH SOLE 5,727 0 0
CITIZENS FINL GROUP INC COM 174610105 1,866,875 26,643 SH SOLE 26,643 0 0
CME GROUP INC COM 12572Q105 1,448,866 6,561 SH SOLE 6,561 0 0
COMCAST CORP NEW CL A 20030N101 1,772,829 72,213 SH SOLE 72,213 0 0
CONOCOPHILLIPS COM 20825C104 612,220 5,889 SH SOLE 5,889 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,772,865 7,138 SH SOLE 7,138 0 0
CORNING INC COM 219350105 1,059,779 4,149 SH SOLE 4,149 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,394,160 23,032 SH SOLE 23,032 0 0
CROWN CASTLE INC COM 22822V101 3,850,037 50,839 SH SOLE 50,839 0 0
CVS HEALTH CORP COM 126650100 1,826,617 17,657 SH SOLE 17,657 0 0
DATADOG INC CL A COM 23804L103 3,449,770 13,250 SH SOLE 13,250 0 0
DELL TECHNOLOGIES INC CL C 24703L202 3,517,262 8,152 SH SOLE 8,152 0 0
EBAY INC. COM 278642103 3,167,442 28,344 SH SOLE 28,344 0 0
ELECTRONIC ARTS INC COM 285512109 3,043,204 14,842 SH SOLE 14,842 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 2,883,459 7,456 SH SOLE 7,456 0 0
EOG RES INC COM 26875P101 1,600,090 12,334 SH SOLE 12,334 0 0
EXPAND ENERGY CORPORATION COM 165167735 1,781,944 19,541 SH SOLE 19,541 0 0
F5 INC COM 315616102 3,210,379 7,718 SH SOLE 7,718 0 0
FIDELITY NATL FINL INC COM SHS 31620R303 1,714,643 36,358 SH SOLE 36,358 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,726,583 44,408 SH SOLE 44,408 0 0
FIFTH THIRD BANCORP COM 316773100 1,852,882 32,870 SH SOLE 32,870 0 0
FIRST SOLAR INC COM 336433107 2,854,644 12,098 SH SOLE 12,098 0 0
FLEX LTD ORD Y2573F102 3,504,115 21,621 SH SOLE 21,621 0 0
FORTINET INC COM 34959E109 3,336,012 21,716 SH SOLE 21,716 0 0
FOX CORP CL A COM 35137L105 2,314,496 44,373 SH SOLE 44,373 0 0
GE VERNOVA INC COM 36828A101 1,040,926 886 SH SOLE 886 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,860,399 3,817 SH SOLE 3,817 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,990,703 66,298 SH SOLE 66,298 0 0
HP INC COM 40434L105 1,538,301 70,114 SH SOLE 70,114 0 0
HUMANA INC COM 444859102 3,286,996 8,275 SH SOLE 8,275 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,822,201 102,775 SH SOLE 102,775 0 0
INTEL CORP COM 458140100 5,114,647 36,630 SH SOLE 36,630 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,786,527 6,353 SH SOLE 6,353 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 20,987,904 1,030,334 SH SOLE 1,030,334 0 0
KEYCORP COM 493267108 1,815,234 78,752 SH SOLE 78,752 0 0
KINDER MORGAN INC DEL COM 49456B101 1,736,770 54,325 SH SOLE 54,325 0 0
KRAFT HEINZ CO COM 500754106 1,699,742 71,962 SH SOLE 71,962 0 0
LAM RESEARCH CORP COM NEW 512807306 1,193,391 2,754 SH SOLE 2,754 0 0
M & T BK CORP COM 55261F104 1,838,865 7,726 SH SOLE 7,726 0 0
MARATHON PETE CORP COM 56585A102 2,928,956 11,456 SH SOLE 11,456 0 0
MARVELL TECHNOLOGY INC COM 573874104 4,448,689 14,934 SH SOLE 14,934 0 0
MASTEC INC COM 576323109 3,738,715 8,986 SH SOLE 8,986 0 0
MEDTRONIC PLC SHS G5960L103 1,687,030 21,565 SH SOLE 21,565 0 0
METLIFE INC COM 59156R108 4,663,280 55,115 SH SOLE 55,115 0 0
MICRON TECHNOLOGY INC COM 595112103 5,590,226 4,843 SH SOLE 4,843 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 3,178,304 33,066 SH SOLE 33,066 0 0
MORGAN STANLEY COM NEW 617446448 3,836,929 18,355 SH SOLE 18,355 0 0
NETAPP INC COM 64110D104 2,905,309 18,773 SH SOLE 18,773 0 0
NEWMONT CORP COM 651639106 678,177 7,261 SH SOLE 7,261 0 0
NORTHERN LIGHTS FD TR DF TACTI 30 ETF 66538J258 6,117,475 189,758 SH SOLE 189,758 0 0
NRG ENERGY INC COM NEW 629377508 2,093,916 14,336 SH SOLE 14,336 0 0
NUCOR CORP COM 670346105 2,681,910 12,040 SH SOLE 12,040 0 0
NVENT ELEC PLC SHS G6700G107 3,262,279 19,234 SH SOLE 19,234 0 0
NVIDIA CORPORATION COM 67066G104 3,847,931 19,231 SH SOLE 19,231 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,588,033 27,375 SH SOLE 27,375 0 0
ONEOK INC NEW COM 682680103 1,661,423 19,110 SH SOLE 19,110 0 0
PALO ALTO NETWORKS INC COM 697435105 4,882,383 14,317 SH SOLE 14,317 0 0
PAYCHEX INC COM 704326107 1,683,115 17,117 SH SOLE 17,117 0 0
PFIZER INC COM 717081103 1,627,447 67,585 SH SOLE 67,585 0 0
PHILLIPS 66 COM 718546104 1,610,539 9,527 SH SOLE 9,527 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,831,384 7,438 SH SOLE 7,438 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,848,713 16,261 SH SOLE 16,261 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,707,990 15,847 SH SOLE 15,847 0 0
PROGRESSIVE CORP COM 743315103 1,850,708 8,472 SH SOLE 8,472 0 0
PRUDENTIAL FINL INC COM 744320102 1,776,312 16,458 SH SOLE 16,458 0 0
QUALCOMM INC COM 747525103 723,638 3,916 SH SOLE 3,916 0 0
REDDIT INC CL A 75734B100 3,040,254 17,515 SH SOLE 17,515 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 1,828,972 60,562 SH SOLE 60,562 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,713,629 23,633 SH SOLE 23,633 0 0
ROSS STORES INC COM 778296103 2,767,901 13,004 SH SOLE 13,004 0 0
SANDISK CORP COM 80004C200 4,167,747 1,833 SH SOLE 1,833 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 4,430,315 4,591 SH SOLE 4,591 0 0
SPDR SERIES TRUST ST PORT HIGH ETF 78468R606 32,292,233 1,377,655 SH SOLE 1,377,655 0 0
SSGA ACTIVE ETF TR ST STR BL LN ETF 78467V608 21,713,852 538,939 SH SOLE 538,939 0 0
STATE STR CORP COM 857477103 4,975,386 29,336 SH SOLE 29,336 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,581,963 14,329 SH SOLE 14,329 0 0
TALEN ENERGY CORP COM 87422Q109 3,442,201 8,958 SH SOLE 8,958 0 0
TARGET CORP COM 87612E106 4,844,064 37,088 SH SOLE 37,088 0 0
TD SYNNEX CORPORATION COM 87162W100 3,010,248 11,260 SH SOLE 11,260 0 0
TEXAS INSTRS INC COM 882508104 829,231 2,782 SH SOLE 2,782 0 0
TRACTOR SUPPLY CO COM 892356106 1,777,904 56,245 SH SOLE 56,245 0 0
TRUIST FINL CORP COM 89832Q109 1,732,939 34,784 SH SOLE 34,784 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,721,978 13,767 SH SOLE 13,767 0 0
US BANCORP COM NEW 902973304 1,839,965 30,463 SH SOLE 30,463 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,560,822 36,864 SH SOLE 36,864 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 809,930 2,419 SH SOLE 2,419 0 0
VICI PPTYS INC COM 925652109 1,617,399 60,919 SH SOLE 60,919 0 0
VISTRA CORP COM 92840M102 1,979,544 12,479 SH SOLE 12,479 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 3,271,926 9,114 SH SOLE 9,114 0 0
WESTERN DIGITAL CORP COM 958102105 4,866,408 7,619 SH SOLE 7,619 0 0