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
AT&T INC COM 00206R102 207,662 10,032 SH OTR 1 10,032 0 0
ABBOTT LABORATORIES COM 002824100 236,559 2,607 SH OTR 1 2,607 0 0
ABBVIE INC COM 00287Y109 450,184 1,789 SH OTR 1 1,789 0 0
ADOBE INC COM 00724F101 289,488 1,412 SH OTR 1 1,412 0 0
ADVANCED MICRO DEVICES INC COM 007903107 550,703 948 SH OTR 1 948 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 221,295 1,666 SH OTR 1 1,666 0 0
ALLSTATE CORP COM 020002101 266,017 1,118 SH OTR 1 1,118 0 0
ALPHABET INC CAP STK CL C 02079K107 4,649,823 13,160 SH OTR 1 13,160 0 0
ALPHABET INC CAP STK CL A 02079K305 4,152,639 11,620 SH OTR 1 11,620 0 0
ALPHABET INC CAP STK CL A 02079K305 2,634,889 7,373 SH SOLE 7,373 0 0
ALTRIA GROUP INC COM 02209S103 207,648 2,886 SH OTR 1 2,886 0 0
AMAZON COM INC COM 023135106 3,603,701 15,120 SH OTR 1 15,120 0 0
AMAZON COM INC COM 023135106 9,653,247 40,502 SH SOLE 40,502 0 0
AMGEN INC COM 031162100 224,514 620 SH OTR 1 620 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 267,262 2,259 SH OTR 1 2,259 0 0
APPLE INC COM 037833100 6,802,275 23,508 SH OTR 1 23,508 0 0
APPLE INC COM 037833100 2,200,293 7,604 SH SOLE 7,604 0 0
APPLIED MATLS INC COM 038222105 2,093,808 2,896 SH OTR 1 2,896 0 0
BANK OF AMER CORP COM 060505104 1,239,315 21,750 SH OTR 1 21,750 0 0
BANK OF AMER CORP COM 060505104 1,448,432 25,420 SH SOLE 25,420 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 685,034 1,369 SH OTR 1 1,369 0 0
BLACKSKY TECHNOLOGY INC CL A NEW 09263B207 26,048,857 932,982 SH SOLE 932,982 0 0
BOSTON SCIENTIFIC CORP COM 101137107 235,466 5,517 SH OTR 1 5,517 0 0
BROADCOM INC COM 11135F101 4,655,769 12,325 SH OTR 1 12,325 0 0
CVS HEALTH CORP COM 126650100 222,935 2,155 SH OTR 1 2,155 0 0
CAPITAL ONE FINL CORP COM 14040H105 545,085 2,717 SH OTR 1 2,717 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,756,189 28,692 SH SOLE 28,692 0 0
CARLYLE GROUP INC COM 14316J108 1,161,773 27,589 SH SOLE 27,589 0 0
CATERPILLAR INC COM 149123101 2,321,482 2,180 SH OTR 1 2,180 0 0
CINCINNATI FINL CORP COM 172062101 906,445 4,896 SH SOLE 4,896 0 0
CISCO SYS INC COM 17275R102 216,126 1,840 SH OTR 1 1,840 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,664,576 6,702 SH SOLE 6,702 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 666,055 712 SH OTR 1 712 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 1,663,266 1,778 SH SOLE 1,778 0 0
CUMMINS INC COM 231021106 272,446 382 SH OTR 1 382 0 0
DANAHER CORP DEL COM 235851102 1,312,407 6,890 SH SOLE 6,890 0 0
DELL TECHNOLOGIES INC CL C 24703L202 348,620 808 SH OTR 1 808 0 0
DENALI THERAPEUTICS INC COM 24823R105 16,075,000 625,000 SH SOLE 625,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 626,831 3,566 SH OTR 1 3,566 0 0
DOORDASH INC CL A 25809K105 52,960 287 SH OTR 1 287 0 0
DOORDASH INC CL A 25809K105 4,362,289 23,640 SH SOLE 23,640 0 0
EQT CORP COM 26884L109 346,562 6,518 SH OTR 1 6,518 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 4,411,972 120,021 SH SOLE 120,021 0 0
EXXON MOBIL CORP COM 30231G102 311,722 2,280 SH OTR 1 2,280 0 0
META PLATFORMS INC CL A 30303M102 44,633,410 79,237 SH SOLE 79,237 0 0
GENERAC HLDGS INC COM 368736104 275,827 942 SH OTR 1 942 0 0
GE AEROSPACE COM NEW 369604301 287,398 769 SH OTR 1 769 0 0
HCA HEALTHCARE INC COM 40412C101 378,193 970 SH OTR 1 970 0 0
HALLIBURTON CO COM 406216101 273,773 8,064 SH OTR 1 8,064 0 0
HOME DEPOT INC COM 437076102 857,012 2,430 SH OTR 1 2,430 0 0
HOME DEPOT INC COM 437076102 1,197,701 3,396 SH SOLE 3,396 0 0
HONEYWELL AEROSPACE INC COM 43849R105 210,026 950 SH OTR 1 950 0 0
HONEYWELL INTL INC COM 438516205 212,705 950 SH OTR 1 950 0 0
ILLINOIS TOOL WKS INC COM 452308109 451,685 1,670 SH OTR 1 1,670 0 0
INTEL CORP COM 458140100 649,000 4,648 SH OTR 1 4,648 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 246,959 621 SH OTR 1 621 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 496,702 1,249 SH SOLE 1,249 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 47,033,872 221,055 SH SOLE 221,055 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 426,801 101,378 SH SOLE 101,378 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 4,201,272 121,776 SH SOLE 121,776 0 0
ISHARES INC MSCI STH KOR ETF 464286772 8,722,282 43,201 SH SOLE 43,201 0 0
ISHARES INC MSCI MEXICO ETF 464286822 4,809,753 63,900 SH SOLE 63,900 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 5,449,262 18,137 SH SOLE 18,137 0 0
ISHARES TR MSCI INDIA ETF 46429B598 2,295,153 46,470 SH SOLE 46,470 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 3,899,591 117,140 SH SOLE 117,140 0 0
JPMORGAN CHASE & CO COM 46625H100 784,283 2,396 SH OTR 1 2,396 0 0
JPMORGAN CHASE & CO COM 46625H100 1,841,559 5,626 SH SOLE 5,626 0 0
JOHNSON & JOHNSON COM 478160104 488,892 1,925 SH OTR 1 1,925 0 0
KKR & CO INC COM 48251W104 326,737 3,560 SH OTR 1 3,560 0 0
LAM RESEARCH CORP COM NEW 512807306 3,709,305 8,560 SH OTR 1 8,560 0 0
LAM RESEARCH CORP COM NEW 512807306 2,838,312 6,550 SH SOLE 6,550 0 0
ELI LILLY & CO COM 532457108 1,325,370 1,105 SH OTR 1 1,105 0 0
ELI LILLY & CO COM 532457108 5,095,179 4,248 SH SOLE 4,248 0 0
LOCKHEED MARTIN CORP COM 539830109 247,598 486 SH OTR 1 486 0 0
LOWES COS INC COM 548661107 200,646 910 SH OTR 1 910 0 0
LUMENTUM HLDGS INC COM 55024U109 837,467 976 SH SOLE 976 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,322,006 2,574 SH OTR 1 2,574 0 0
MCDONALDS CORP COM 580135101 250,577 927 SH OTR 1 927 0 0
MERCK & CO INC COM 58933Y105 919,546 7,156 SH OTR 1 7,156 0 0
MICROSOFT CORP COM 594918104 933,821 809 SH OTR 1 809 0 0
MICROSOFT CORP COM 594918104 6,804,540 5,895 SH SOLE 5,895 0 0
MICRON TECHNOLOGY INC COM 595112103 933,821 809 SH OTR 1 809 0 0
MICRON TECHNOLOGY INC COM 595112103 6,804,540 5,895 SH SOLE 5,895 0 0
MOODYS CORP COM 615369105 303,456 670 SH OTR 1 670 0 0
MORGAN STANLEY COM NEW 617446448 587,820 2,812 SH OTR 1 2,812 0 0
MORGAN STANLEY COM NEW 617446448 1,324,268 6,335 SH SOLE 6,335 0 0
NRG ENERGY INC COM NEW 629377508 335,208 2,295 SH OTR 1 2,295 0 0
NAUTILUS BIOTECHNOLOGY INC COM 63909J108 13,413,482 7,172,985 SH SOLE 7,172,985 0 0
NETFLIX INC. COM 64110L106 737,562 10,330 SH OTR 1 10,330 0 0
NEWMONT CORP COM 651639106 478,021 5,118 SH OTR 1 5,118 0 0
NEXTERA ENERGY INC COM 65339F101 423,402 4,824 SH OTR 1 4,824 0 0
NORFOLK SOUTHN CORP COM 655844108 336,297 1,069 SH OTR 1 1,069 0 0
NORTHROP GRUMMAN CORP COM 666807102 222,568 437 SH OTR 1 437 0 0
NVIDIA CORPORATION COM 67066G104 6,720,823 33,589 SH OTR 1 33,589 0 0
NVIDIA CORPORATION COM 67066G104 10,849,680 54,224 SH SOLE 54,224 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 294,228 3,195 SH OTR 1 3,195 0 0
ONEOK INC NEW COM 682680103 257,082 2,957 SH OTR 1 2,957 0 0
PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 10,355,385 783,312 SH SOLE 783,312 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 296,575 2,542 SH OTR 1 2,542 0 0
PHILIP MORRIS INTL INC COM 718172109 334,141 1,847 SH OTR 1 1,847 0 0
PHILLIPS 66 COM 718546104 83,849 496 SH OTR 1 496 0 0
PHILLIPS 66 COM 718546104 1,504,545 8,900 SH SOLE 8,900 0 0
PIMCO ETF TR INTER MUN BD ACT 72201R866 3,046,539 57,919 SH SOLE 57,919 0 0
PROCTER & GAMBLE CO COM 742718109 626,446 4,272 SH OTR 1 4,272 0 0
PRUDENTIAL FINL INC COM 744320102 237,014 2,196 SH OTR 1 2,196 0 0
QUANTA SVCS INC COM 74762E102 403,222 560 SH OTR 1 560 0 0
QUANTA SVCS INC COM 74762E102 2,253,725 3,130 SH SOLE 3,130 0 0
QUANTA SVCS INC COM 74762E102 61,380 22 SH Put SOLE 22 0 0
REDDIT INC CL A 75734B100 1,782,667 10,270 SH SOLE 10,270 0 0
REDDIT INC CL A 75734B100 9,000 100 SH Put SOLE 100 0 0
REPLIGEN CORP COM 759916109 1,071,873 7,856 SH SOLE 7,856 0 0
S&P GLOBAL INC COM 78409V104 358,389 880 SH OTR 1 880 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 7,213,798 9,660 SH SOLE 9,660 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 68,292 63 SH Call SOLE 63 0 0
SPDR GOLD TR GOLD SHS 78463V107 1,352,879 8,549 SH SOLE 8,549 0 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 2,557,344 3,636 SH SOLE 3,636 0 0
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 8,346,340 174,939 SH SOLE 174,939 0 0
SCHWAB CHARLES CORP COM 808513105 4,486,905 28,280 SH OTR 1 28,280 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 7,895,970 148,672 SH SOLE 148,672 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 16,562,856 86,935 SH SOLE 86,935 0 0
SHERWIN WILLIAMS CO COM 824348106 8,344,080 482,875 SH OTR 1 482,875 0 0
SOUTHWEST AIRLS CO COM 844741108 304,526 2,980 SH OTR 1 2,980 0 0
STARBUCKS CORP COM 855244109 1,294,495 79,029 SH OTR 1 79,029 0 0
STRYKER CORPORATION COM 863667101 233,467 7,960 SH OTR 1 7,960 0 0
SYSCO CORP COM 871829107 251,490 1,660 SH OTR 1 1,660 0 0
T-MOBILE US INC COM 872590104 3,361,451 401,607 SH OTR 1 401,607 0 0
TARGA RES CORP COM 87612G101 1,281,989 3,048 SH OTR 1 3,048 0 0
TESLA INC COM 88160R101 1,062,023 3,563 SH OTR 1 3,563 0 0
TEXAS INSTRS INC COM 882508104 266,222 531 SH OTR 1 531 0 0
TOAST INC CL A 888787108 347,128 2,107 SH OTR 1 2,107 0 0
US BANCORP COM NEW 902973304 279,719,904 1,028,382 SH OTR 1 1,028,382 0 0
UNION PAC CORP COM 907818108 674,288 2,479 SH OTR 1 2,479 0 0
UNION PAC CORP COM 907818108 279,045,616 1,025,903 SH SOLE 1,025,903 0 0
UNITED RENTALS INC COM 911363109 278,691 246 SH OTR 1 246 0 0
UNITED RENTALS INC COM 911363109 1,600,774 1,413 SH SOLE 1,413 0 0
VALERO ENERGY CORP COM 91913Y100 409,368 4,610 SH OTR 1 4,610 0 0
VENTAS INC COM 92276F100 15,063,322 69,120 SH OTR 1 69,120 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103 387,449 780 SH OTR 1 780 0 0
VIATRIS INC COM 92556V106 613,102 1,787 SH OTR 1 1,787 0 0
VISA INC COM CL A 92826C839 5,604,600 18,998 SH OTR 1 18,998 0 0
VULCAN MATLS CO COM 929160109 100,303 340 SH OTR 1 340 0 0
VULCAN MATLS CO COM 929160109 5,504,297 18,658 SH SOLE 18,658 0 0
WEC ENERGY GROUP INC COM 92939U106 2,290,004 20,219 SH OTR 1 20,219 0 0
WALMART INC COM 931142103 1,544,300 13,635 SH OTR 1 13,635 0 0
WALMART INC COM 931142103 745,704 6,584 SH SOLE 6,584 0 0
WATERS CORP COM 941848103 394,020 1,736 SH OTR 1 1,736 0 0
WESTLAKE CORPORATION COM 960413102 1,597,641 21,491 SH OTR 1 21,491 0 0
WILLIAMS COS INC COM 969457100 203,023 2,731 SH OTR 1 2,731 0 0
WILLIAMS COS INC COM 969457100 1,394,618 18,760 SH SOLE 18,760 0 0
XPO INC COM 983793100 5,970,038 29,081 SH SOLE 29,081 0 0
EATON CORP PLC SHS G29183103 1,086,606 2,550 SH OTR 1 2,550 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101 8,863,710 338,568 SH SOLE 338,568 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 1,412,502 710 SH SOLE 710 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 6,032,000 1,600,000 SH SOLE 1,600,000 0 0
HAFNIA LTD SHS Y2990R101 1,727,322 264,379 SH SOLE 264,379 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 5,602,329 73,147 SH SOLE 73,147 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 4,176,251 17,331 SH SOLE 17,331 0 0
LINDE PLC SHS G54950103 1,989,616 3,834 SH SOLE 3,834 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 745,090 1,517 SH OTR 1 1,517 0 0