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
AGI INC COM SHS CL A G0118C105 512,351 72,366 SH SOLE 72,366 0 0
ALMONTY INDS INC COM NEW 020398707 4,794,733 289,537 SH SOLE 289,537 0 0
APPLIED MATLS INC COM 038222105 31,407,120 43,440 SH SOLE 43,440 0 0
ADVANCED MICRO DEVICES INC COM 007903107 42,056,722 72,398 SH SOLE 72,398 0 0
AMAZON COM INC COM 023135106 2,418,198 10,146 SH SOLE 10,146 0 0
AMER SPORTS INC COM SHS G0260P102 14,699,656 434,387 SH SOLE 434,387 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 18,383,411 1,158,375 SH SOLE 1,158,375 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 13,412,790 217,176 SH SOLE 217,176 0 0
CATERPILLAR INC COM 149123101 30,839,504 28,960 SH SOLE 28,960 0 0
CIENA CORP COM NEW 171779309 17,751,895 36,187 SH SOLE 36,187 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 2,485,538 43,583 SH SOLE 43,583 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 3,937,836 14,480 SH SOLE 14,480 0 0
CURTISS WRIGHT CORP COM 231561101 32,912,548 43,434 SH SOLE 43,434 0 0
LITMAN GREGORY FDS TR IMGP DBI MAN ETF 53700T827 2,456,452 80,250 SH SOLE 80,250 0 0
DATADOG INC CL A COM 23804L103 37,693,359 144,774 SH SOLE 144,774 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 22,734,489 144,778 SH SOLE 144,778 0 0
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 3,551,895 72,399 SH SOLE 72,399 0 0
BRINKER INTL INC COM 109641100 9,730,392 57,919 SH SOLE 57,919 0 0
ENLIGHT RENEWABLE ENERGY LTD SHS M4056D110 12,888,138 144,778 SH SOLE 144,778 0 0
FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF 33736G106 28,296,620 1,132,771 SH SOLE 1,132,771 0 0
COMFORT SYS USA INC COM 199908104 35,865,367 18,096 SH SOLE 18,096 0 0
FRANKLIN TEMPLETON ETF TR SYSTMTC STYL PRE 35473P546 3,756,813 135,674 SH SOLE 135,674 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 32,352,771 579,176 SH SOLE 579,176 0 0
CORNING INC COM 219350105 46,229,254 180,986 SH SOLE 180,986 0 0
GENERAC HLDGS INC COM 368736104 63,596,868 217,195 SH SOLE 217,195 0 0
HUT 8 CORP COM 44812J104 33,425,599 289,537 SH SOLE 289,537 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 1,141,847 34,300 SH SOLE 34,300 0 0
INVESCO EXCH TRADED FD TR II S&P INTL QULTY 46138E214 1,534,221 35,100 SH SOLE 35,100 0 0
GLOBAL X FDS INFRA DEV EX ETF 37960A446 671,304 20,900 SH SOLE 20,900 0 0
HUNT J B TRANS SVCS INC COM 445658107 20,954,443 72,399 SH SOLE 72,399 0 0
MKS INC. COM 55306N104 32,203,520 72,400 SH SOLE 72,400 0 0
SOLV ENERGY INC COM SHS CL A 78475V103 19,719,989 579,148 SH SOLE 579,148 0 0
NEXTPOWER INC CLASS A COM 65290E101 21,558,383 180,950 SH SOLE 180,950 0 0
PARKER-HANNIFIN CORP COM 701094104 42,489,533 43,440 SH SOLE 43,440 0 0
HYPERLIQUID STRATEGIES INC COM 44916Y106 17,093,262 2,171,952 SH SOLE 2,171,952 0 0
NEW YORK LIFE INVESTMENTS ET HEDGE MULTI STRA 45409B107 2,477,783 67,699 SH SOLE 67,699 0 0
GLOBAL X FDS NASDAQ 100 COVER 37954Y483 1,587,394 86,131 SH SOLE 86,131 0 0
ROBLOX CORP CL A 771049103 23,620,606 434,362 SH SOLE 434,362 0 0
ROSS STORES INC COM 778296103 23,114,446 108,595 SH SOLE 108,595 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 23,294,618 289,518 SH SOLE 289,518 0 0
SK TELECOM CO LTD SPONSORED ADR 78440P306 6,982,579 217,120 SH SOLE 217,120 0 0
SHARKNINJA INC COM SHS G8068L108 38,583,543 253,389 SH SOLE 253,389 0 0
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1,554,676 17,255 SH SOLE 17,255 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8,619,219 11,542 SH SOLE 11,542 0 0
PACER FDS TR DATA AND INFRAST 69374H741 683,055 21,500 SH SOLE 21,500 0 0
21SHARES HYPERLIQUID ETF SHS BEN INT 90137V108 23,948,236 632,614 SH SOLE 632,614 0 0
TIMKEN CO COM 887389104 42,078,133 289,555 SH SOLE 289,555 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 30,964,417 217,157 SH SOLE 217,157 0 0
WISDOMTREE TR BLMBG US BULL 97717W471 4,996,900 186,800 SH SOLE 186,800 0 0
VANGUARD WELLINGTON FD US MOMENTUM 921935508 1,447,657 5,802 SH SOLE 5,802 0 0