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
ALPHABET INC CAP STK CL A 02079K305 11,858,966 33,184 SH SOLE 33,184 0 0
ALPHABET INC CAP STK CL C 02079K107 862,125 2,440 SH SOLE 2,440 0 0
AMAZON COM INC COM 023135106 15,663,228 65,718 SH SOLE 65,718 0 0
AMERICAN EXPRESS CO COM 025816109 5,176,916 15,305 SH SOLE 15,305 0 0
AMPHENOL CORP NEW CL A 032095101 4,865,550 27,595 SH SOLE 27,595 0 0
ANGEL OAK FUNDS TRUST INCOME ETF 03463K760 293,476 14,123 SH SOLE 14,123 0 0
APPLE INC COM 037833100 522,295 1,805 SH SOLE 1,805 0 0
AUTOZONE INC COM 053332102 329,182 103 SH SOLE 103 0 0
AXON ENTERPRISE INC COM 05464C101 7,740,903 13,808 SH SOLE 13,808 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 400,312 800 SH SOLE 800 0 0
BROADCOM INC COM 11135F101 7,888,176 20,882 SH SOLE 20,882 0 0
CATERPILLAR INC COM 149123101 372,715 350 SH SOLE 350 0 0
ELI LILLY & CO COM 532457108 4,881,680 4,070 SH SOLE 4,070 0 0
GE VERNOVA INC COM 36828A101 9,401,230 8,002 SH SOLE 8,002 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 21,349 260 SH SOLE 260 0 0
JPMORGAN CHASE & CO COM 46625H100 244,188 746 SH SOLE 746 0 0
LAM RESEARCH CORP COM NEW 512807306 14,506,155 33,476 SH SOLE 33,476 0 0
LUMENTUM HLDGS INC COM 55024U109 5,846,821 6,814 SH SOLE 6,814 0 0
MARVELL TECHNOLOGY INC COM 573874104 11,481,276 38,542 SH SOLE 38,542 0 0
MCKESSON CORP COM 58155Q103 5,679,090 7,516 SH SOLE 7,516 0 0
MERCK & CO INC COM 58933Y105 191,208 1,488 SH SOLE 1,488 0 0
META PLATFORMS INC CL A 30303M102 8,590,736 15,251 SH SOLE 15,251 0 0
MICRON TECHNOLOGY INC COM 595112103 2,682,570 2,324 SH SOLE 2,324 0 0
MICROSOFT CORP COM 594918104 6,607,676 17,714 SH SOLE 17,714 0 0
NVIDIA CORPORATION COM 67066G104 18,831,270 94,114 SH SOLE 94,114 0 0
ORACLE CORP COM 68389X105 5,761,174 39,312 SH SOLE 39,312 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 7,014,550 60,123 SH SOLE 60,123 0 0
QUANTA SVCS INC COM 74762E102 7,208,320 10,011 SH SOLE 10,011 0 0
SANDISK CORP COM 80004C200 11,821,122 5,199 SH SOLE 5,199 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 19,141,483 40,081 SH SOLE 40,081 0 0
TESLA INC COM 88160R101 4,134,077 9,829 SH SOLE 9,829 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,805,640 66,597 SH SOLE 66,597 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 19,889,647 59,404 SH SOLE 59,404 0 0
VISTRA CORP COM 92840M102 6,581,876 41,492 SH SOLE 41,492 0 0