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
10X GENOMICS INC CL A COM 88025U109 500,759 13,061 SH SOLE 13,061 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 517,460 24,124 SH SOLE 24,124 0 0
AMETEK INC COM 031100100 1,193,006 4,931 SH SOLE 4,931 0 0
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 576,171 5,491 SH SOLE 5,491 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,033,386 3,056 SH SOLE 3,056 0 0
APPLIED MATLS INC COM 038222105 816,267 1,129 SH SOLE 1,129 0 0
ARCBEST CORP COM 03937C105 550,763 3,837 SH SOLE 3,837 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 634,631 319 SH SOLE 319 0 0
AUTOZONE INC COM 053332102 920,431 288 SH SOLE 288 0 0
BRUKER CORP COM 116794108 459,113 7,629 SH SOLE 7,629 0 0
CAMECO CORP COM 13321L108 465,296 4,568 SH SOLE 4,568 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 1,027,409 11,857 SH SOLE 11,857 0 0
CASEYS GEN STORES INC COM 147528103 1,031,637 1,298 SH SOLE 1,298 0 0
CHARGEPOINT HOLDINGS INC COM SHS 15961R303 213,446 36,116 SH SOLE 36,116 0 0
CLOUDFLARE INC CL A COM 18915M107 318,128 1,297 SH SOLE 1,297 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 540,166 4,548 SH SOLE 4,548 0 0
CORE & MAIN INC CL A 21874C102 790,239 16,378 SH SOLE 16,378 0 0
CSX CORP COM 126408103 1,141,480 24,016 SH SOLE 24,016 0 0
CURTISS WRIGHT CORP COM 231561101 762,307 1,006 SH SOLE 1,006 0 0
DANAHER CORP DEL COM 235851102 671,823 3,527 SH SOLE 3,527 0 0
DATADOG INC CL A COM 23804L103 393,144 1,510 SH SOLE 1,510 0 0
DXP ENTERPRISES INC COM NEW 233377407 543,680 3,222 SH SOLE 3,222 0 0
EMERSON ELEC CO COM 291011104 758,266 5,297 SH SOLE 5,297 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 6,012,210 117,771 SH SOLE 117,771 0 0
FIRST TR EXCHANGE-TRADED FD TECH ALPHADEX 33734X176 740,720 3,410 SH SOLE 3,410 0 0
FORTIVE CORP COM 34959J108 1,038,347 16,997 SH SOLE 16,997 0 0
GE VERNOVA INC COM 36828A101 630,900 537 SH SOLE 537 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 12,768,145 185,989 SH SOLE 185,989 0 0
GRAIL INC COM 384747101 206,380 3,023 SH SOLE 3,023 0 0
GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207 60,334 2,325 SH SOLE 2,325 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 492,299 10,815 SH SOLE 10,815 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 529,443 11,631 SH SOLE 11,631 0 0
GRAYSCALE ETHEREUM STAKING SHS NEW 38964R203 22,515 1,498 SH SOLE 1,498 0 0
GRAYSCALE ETHEREUM STAKING E SHS 389638107 191,298 14,992 SH SOLE 14,992 0 0
GUARDANT HEALTH INC COM 40131M109 504,551 3,363 SH SOLE 3,363 0 0
HUBBELL INC COM 443510607 955,363 1,826 SH SOLE 1,826 0 0
ILLUMINA INC COM 452327109 638,615 3,632 SH SOLE 3,632 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 4,823,455 144,892 SH SOLE 144,892 0 0
ISHARES SILVER TR ISHARES 46428Q109 553,468 10,351 SH SOLE 10,351 0 0
ISHARES SILVER TR ISHARES 46428Q109 1,235,638 23,109 SH SOLE 23,109 0 0
ISHARES TR EUROPE ETF 464287861 728,500 10,000 SH SOLE 10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,509,761 5,025 SH SOLE 5,025 0 0
KLA CORP COM NEW 482480100 814,617 2,700 SH SOLE 2,700 0 0
LABCORP HOLDINGS INC COM SHS 504922105 1,306,200 4,665 SH SOLE 4,665 0 0
LAM RESEARCH CORP COM NEW 512807306 566,796 1,308 SH SOLE 1,308 0 0
MASTEC INC COM 576323109 636,572 1,530 SH SOLE 1,530 0 0
MICRON TECHNOLOGY INC COM 595112103 348,596 302 SH SOLE 302 0 0
MONGODB INC CL A 60937P106 356,054 1,060 SH SOLE 1,060 0 0
MURPHY USA INC COM 626755102 619,701 1,150 SH SOLE 1,150 0 0
MYR GROUP INC COM 55405W104 577,962 1,155 SH SOLE 1,155 0 0
NATERA INC COM 632307104 612,120 2,255 SH SOLE 2,255 0 0
NEOGENOMICS INC COM NEW 64049M209 683,702 46,861 SH SOLE 46,861 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 647,417 2,989 SH SOLE 2,989 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,159,781 12,594 SH SOLE 12,594 0 0
PERSONALIS INC COM 71535D106 311,885 23,275 SH SOLE 23,275 0 0
QUANTA SVCS INC COM 74762E102 643,716 894 SH SOLE 894 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,214,262 5,729 SH SOLE 5,729 0 0
REPLIGEN CORP COM 759916109 662,007 4,852 SH SOLE 4,852 0 0
SAIA INC COM 78709Y105 475,490 1,129 SH SOLE 1,129 0 0
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 1,133,500 25,000 SH SOLE 25,000 0 0
SERVICENOW INC COM 81762P102 305,882 3,081 SH SOLE 3,081 0 0
SNOWFLAKE INC COM SHS 833445109 285,040 1,120 SH SOLE 1,120 0 0
SPDR GOLD TR GOLD SHS 78463V107 478,157 1,298 SH SOLE 1,298 0 0
SPDR GOLD TR GOLD SHS 78463V107 526,047 1,428 SH SOLE 1,428 0 0
SPDR GOLD TR GOLD SHS 78463V107 47,278,994 128,343 SH SOLE 128,343 0 0
SPDR SERIES TRUST ST STR SP AERO 78464A631 1,986,530 7,000 SH SOLE 7,000 0 0
SPDR SERIES TRUST ST STR SP HCSVC 78464A573 792,600 6,000 SH SOLE 6,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,374,729 3,180 SH SOLE 3,180 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,583,899 2,121 SH SOLE 2,121 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 564,127 31,219 SH SOLE 31,219 0 0
TEMPUS AI INC CL A 88023B103 437,545 7,553 SH SOLE 7,553 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,128,060 2,250 SH SOLE 2,250 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 947,939 1,930 SH SOLE 1,930 0 0
VALVOLINE INC COM 92047W101 1,018,550 25,760 SH SOLE 25,760 0 0
VERACYTE INC COM 92337F107 552,708 9,411 SH SOLE 9,411 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 924,784 2,576 SH SOLE 2,576 0 0
WILLIAMS COS INC COM 969457100 1,225,867 16,490 SH SOLE 16,490 0 0
XPO INC COM 983793100 533,343 2,598 SH SOLE 2,598 0 0