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
ALMONTY INDS INC COM NEW 020398707 1,394,484 84,208 SH SOLE 84,208 0 0
AMAZON COM INC COM 023135106 999,120 4,192 SH SOLE 4,192 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 715,021 4,826 SH SOLE 4,826 0 0
ATI INC COM 01741R102 586,176 2,974 SH SOLE 2,974 0 0
ATMOS ENERGY CORP COM 049560105 1,108,040 6,432 SH SOLE 6,432 0 0
BORGWARNER INC COM 099724106 1,536,828 23,145 SH SOLE 23,145 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 481,136 780 SH SOLE 780 0 0
CATERPILLAR INC COM 149123101 2,959,357 2,779 SH SOLE 2,779 0 0
CLEAN HARBORS INC COM 184496107 1,782,940 5,968 SH SOLE 5,968 0 0
COMFORT SYS USA INC COM 199908104 3,862,821 1,949 SH SOLE 1,949 0 0
D R HORTON INC COM 23331A109 984,283 6,043 SH SOLE 6,043 0 0
ENPRO INC COM 29355X107 998,865 2,650 SH SOLE 2,650 0 0
ENTERGY CORP NEW COM 29364G103 3,288,901 28,634 SH SOLE 28,634 0 0
EZCORP INC CL A NON VTG 302301106 1,191,628 34,470 SH SOLE 34,470 0 0
GE AEROSPACE COM NEW 369604301 800,155 2,141 SH SOLE 2,141 0 0
GENERAL MTRS CO COM 37045V100 518,286 6,724 SH SOLE 6,724 0 0
GRANITE CONSTR INC COM 387328107 775,066 4,903 SH SOLE 4,903 0 0
HOWMET AEROSPACE INC COM 443201108 1,633,055 6,074 SH SOLE 6,074 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,190,136 4,112 SH SOLE 4,112 0 0
HUT 8 CORP COM 44812J104 547,325 4,741 SH SOLE 4,741 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 801,940 1,089 SH SOLE 1,089 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,097,032 14,088 SH SOLE 14,088 0 0
MASTEC INC COM 576323109 2,156,855 5,184 SH SOLE 5,184 0 0
MOOG INC CL A 615394202 1,622,459 3,828 SH SOLE 3,828 0 0
MYR GROUP INC COM 55405W104 653,022 1,305 SH SOLE 1,305 0 0
NORDSON CORP COM 655663102 2,532,084 8,393 SH SOLE 8,393 0 0
NVIDIA CORPORATION COM 67066G104 1,008,655 5,041 SH SOLE 5,041 0 0
PARKER-HANNIFIN CORP COM 701094104 535,032 547 SH SOLE 547 0 0
QXO INC COM NEW 82846H405 971,863 56,242 SH SOLE 56,242 0 0
RBC BEARINGS INC COM 75524B104 2,810,034 4,363 SH SOLE 4,363 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 1,748,842 23,681 SH SOLE 23,681 0 0
SANDISK CORP COM 80004C200 402,450 177 SH SOLE 177 0 0
TERAWULF INC COM 88080T104 283,111 11,462 SH SOLE 11,462 0 0
TIMKEN CO COM 887389104 1,109,810 7,637 SH SOLE 7,637 0 0