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 9,739,886 38,717 SH SOLE 38,717 0 0
ALPHABET INC CAP STK CL C 02079K107 13,684,912 38,731 SH SOLE 38,731 0 0
AMAZON COM INC COM 023135106 13,476,716 56,550 SH SOLE 56,550 0 0
ARISTA NETWORKS INC COM SHS 040413205 9,996,713 58,841 SH SOLE 58,841 0 0
BAKER HUGHES COMPANY CL A 05722G100 10,164,076 183,158 SH SOLE 183,158 0 0
BROADCOM INC COM 11135F101 9,880,401 26,163 SH SOLE 26,163 0 0
CATERPILLAR INC COM 149123101 9,258,481 8,695 SH SOLE 8,695 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 4,451,196 30,448 SH SOLE 30,448 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 11,256,791 14,752 SH SOLE 14,752 0 0
EBAY INC. COM 278642103 7,287,976 65,216 SH SOLE 65,216 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 9,217,322 101,900 SH SOLE 101,900 0 0
EXXON MOBIL CORP COM 30231G102 11,165,334 81,687 SH SOLE 81,687 0 0
META PLATFORMS INC CL A 30303M102 9,171,073 16,283 SH SOLE 16,283 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 8,243,736 94,711 SH SOLE 94,711 0 0
JPMORGAN CHASE & CO. COM 46625H100 9,992,014 30,527 SH SOLE 30,527 0 0
KLA CORP COM NEW 482480100 12,603,692 41,783 SH SOLE 41,783 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 8,487,589 29,214 SH SOLE 29,214 0 0
MICROSOFT CORP COM 594918104 8,971,262 24,053 SH SOLE 24,053 0 0
MOSAIC CO NEW COM 61945C103 6,779,024 319,916 SH SOLE 319,916 0 0
NETFLIX INC COM 64110L106 6,385,621 89,435 SH SOLE 89,435 0 0
NVIDIA CORPORATION COM 67066G104 9,307,341 46,540 SH SOLE 46,540 0 0
ORACLE CORP COM 68389X105 7,011,673 47,844 SH SOLE 47,844 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 6,602,861 56,600 SH SOLE 56,600 0 0
REDDIT INC CL A 75734B100 5,537,394 31,901 SH SOLE 31,901 0 0
RTX CORPORATION COM 75513E105 8,448,289 44,534 SH SOLE 44,534 0 0
SERVICENOW INC COM 81762P102 8,430,910 84,921 SH SOLE 84,921 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,489,808 26,170 SH SOLE 26,170 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,282,064 87,092 SH SOLE 87,092 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,662,133 20,843 SH SOLE 20,843 0 0
ALPHABET INC CAP STK CL A 02079K305 1,157,020 3,240 SH SOLE 3,240 0 0
APPLE INC COM 037833100 141,978 491 SH SOLE 491 0 0
BLACKROCK SCIENCE & TECHNOLO SHS 09258G104 21,498 420 SH SOLE 420 0 0
CANARY CAPITAL GROUP LLX CANARY HBAR ETF 136945102 8,200 865 SH SOLE 865 0 0
COSTCO WHSL CORP NEW COM 22160K105 46,768 50 SH SOLE 50 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 337,575 4,200 SH SOLE 4,200 0 0
DISNEY WALT CO COM 254687106 404,145 4,200 SH SOLE 4,200 0 0
GALLAGHER ARTHUR J & CO COM 363576109 9,406 41 SH SOLE 41 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 121,883 3,664 SH SOLE 3,664 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 93,002 945 SH SOLE 945 0 0
ISHARES TR U.S. BAS MTL ETF 464287838 269,370 1,500 SH SOLE 1,500 0 0
ISHARES TR S&P MC 400GR ETF 464287606 164,570 1,400 SH SOLE 1,400 0 0
JOHNSON & JOHNSON COM 478160104 658,381 2,592 SH SOLE 2,592 0 0
LOCKHEED MARTIN CORP COM 539830109 908,378 1,785 SH SOLE 1,785 0 0
RIO TINTO PLC SPONSORED ADR 767204100 474,675 5,000 SH SOLE 5,000 0 0
S&P GLOBAL INC COM 78409V104 13,015 32 SH SOLE 32 0 0
SALESFORCE INC COM 79466L302 376,128 2,400 SH SOLE 2,400 0 0
SPACE EXPLORATION TECHN CORP COM 84615Q103 36,704 215 SH SOLE 215 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 324,682 435 SH SOLE 435 0 0
SUNBELT RENTALS HO-COM STK USD0.01 (DI) COM 866966104 709,274 9,725 SH SOLE 9,725 0 0
TESLA INC COM 88160R101 12,610 30 SH SOLE 30 0 0
TRANSMEDICS GROUP INC COM 89377M109 21,585 325 SH SOLE 325 0 0