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 371,246 15,215 SH SOLE 0 0 15,215
ABBVIE INC COM 00287Y109 413,051 1,579 SH SOLE 0 0 1,579
ALPHABET INC CAP STK CL A 02079K305 6,393,350 18,581 SH SOLE 0 0 18,581
AMAZON COM INC COM 023135106 8,561,541 34,363 SH SOLE 0 0 34,363
AMERICAN EXPRESS CO COM 025816109 280,988 924 SH SOLE 0 0 924
AMERICAN WTR WKS CO INC NEW COM 030420103 324,452 2,506 SH SOLE 0 0 2,506
APPLE INC COM 037833100 8,060,083 24,203 SH SOLE 0 0 24,203
ARISTA NETWORKS INC COM SHS 040413205 271,996 1,336 SH SOLE 0 0 1,336
ARQIT QUANTUM INC COM NEW G0567U127 3,333,393 138,545 SH SOLE 0 0 138,545
BANK OF AMER CORP COM 060505104 2,064,367 37,927 SH SOLE 0 0 37,927
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 383,919 771 SH SOLE 0 0 771
BHP BILLITON LIMITED SPONSORED ADS 088606108 7,750,049 91,349 SH SOLE 0 0 91,349
CECO ENVIRONMENTAL CORP COM 125141101 221,803 3,185 SH SOLE 0 0 3,185
CINCINNATI FINL CORP COM 172062101 331,649 2,081 SH SOLE 0 0 2,081
CME GROUP INC COM 12572Q105 243,117 928 SH SOLE 0 0 928
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 1,566,120 14,113 SH SOLE 0 0 14,113
CORNING INC COM 219350105 3,587,067 23,329 SH SOLE 0 0 23,329
CROWDSTRIKE HLDGS INC CL A 22788C105 8,134,179 30,724 SH SOLE 0 0 30,724
CUMMINS INC COM 231021106 394,143 763 SH SOLE 0 0 763
DEVON ENERGY CORP NEW COM 25179M103 325,963 7,080 SH SOLE 0 0 7,080
DIGITALOCEAN HLDGS INC COM 25402D102 2,928,844 21,957 SH SOLE 0 0 21,957
ELI LILLY & CO COM 532457108 3,151,886 2,724 SH SOLE 0 0 2,724
EMERSON ELEC CO COM 291011104 1,803,658 11,629 SH SOLE 0 0 11,629
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 8,620,454 140,170 SH SOLE 0 0 140,170
FIFTH THIRD BANCORP COM 316773100 364,429 7,205 SH SOLE 0 0 7,205
FREEPORT MCMORAN INC CL B 35671D857 6,786,850 96,955 SH SOLE 0 0 96,955
GAP INC COM 364760108 1,010,305 44,234 SH SOLE 0 0 44,234
GE VERNOVA INC COM 36828A101 6,788,400 7,142 SH SOLE 0 0 7,142
GENERAC HLDGS INC COM 368736104 475,571 2,298 SH SOLE 0 0 2,298
GOLDMAN SACHS GROUP INC COM 38141G104 3,136,854 3,484 SH SOLE 0 0 3,484
HCA HEALTHCARE INC COM 40412C101 6,711,767 15,728 SH SOLE 0 0 15,728
HERSHEY CO COM 427866108 230,741 1,464 SH SOLE 0 0 1,464
HEWLETT PACKARD ENTERPRISE C COM 42824C109 939,758 14,709 SH SOLE 0 0 14,709
INTERNATIONAL BUSINESS MACHS COM 459200101 2,078,119 9,449 SH SOLE 0 0 9,449
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 492,028 30,485 SH SOLE 0 0 30,485
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 505,268 27,762 SH SOLE 0 0 27,762
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 1,170,498 59,887 SH SOLE 0 0 59,887
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 1,183,205 60,615 SH SOLE 0 0 60,615
INVESCO QQQ TR UNIT SER 1 46090E103 206,396 279 SH SOLE 0 0 279
INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 327,483 4,052 SH SOLE 0 0 4,052
IRON MTN INC DEL COM 46284V101 1,617,207 14,576 SH SOLE 0 0 14,576
ISHARES TR ISHARES BIOTECH 464287556 976,017 4,636 SH SOLE 0 0 4,636
ISHARES TR S&P 500 GRWT ETF 464287309 1,399,885 9,840 SH SOLE 0 0 9,840
KLA CORP COM NEW 482480100 7,351,395 37,713 SH SOLE 0 0 37,713
MARRIOTT INTL INC NEW CL A 571903202 382,701 1,076 SH SOLE 0 0 1,076
MICROSOFT CORP COM 594918104 264,144 515 SH SOLE 0 0 515
NEXTERA ENERGY INC COM 65339F101 307,580 4,061 SH SOLE 0 0 4,061
NIKE INC CL B 654106103 1,553,848 43,894 SH SOLE 0 0 43,894
NUCOR CORP COM 670346105 469,604 2,009 SH SOLE 0 0 2,009
NVIDIA CORPORATION COM 67066G104 3,783,800 16,568 SH SOLE 0 0 16,568
ORACLE CORP COM 68389X105 231,625 1,687 SH SOLE 0 0 1,687
PACCAR INC COM 693718108 245,974 2,240 SH SOLE 0 0 2,240
PALANTIR TECHNOLOGIES INC CL A 69608A108 4,150,078 22,187 SH SOLE 0 0 22,187
PHILIP MORRIS INTL INC COM 718172109 2,565,193 13,443 SH SOLE 0 0 13,443
POLARIS INC COM 731068102 261,219 5,009 SH SOLE 0 0 5,009
SELECT SECTOR SPDR TR ST STR REAL ETF 81369Y860 387,254 9,466 SH SOLE 0 0 9,466
REDWIRE CORPORATION COM 75776W103 2,278,791 218,275 SH SOLE 0 0 218,275
RIGETTI COMPUTING INC COMMON STOCK 76655K103 2,402,695 152,649 SH SOLE 0 0 152,649
ROYAL CARIBBEAN GROUP COM V7780T103 226,513 852 SH SOLE 0 0 852
SALESFORCE INC COM 79466L302 17,246,217 75,124 SH SOLE 0 0 75,124
SEALSQ CORP ORD SHS G79483106 2,073,411 886,073 SH SOLE 0 0 886,073
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 915,531 5,436 SH SOLE 0 0 5,436
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 386,947 2,317 SH SOLE 0 0 2,317
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 802,192 15,022 SH SOLE 0 0 15,022
SERVICENOW INC COM 81762P102 8,821,208 65,825 SH SOLE 0 0 65,825
SOUNDHOUND AI INC CLASS A COM 836100107 88,410 14,686 SH SOLE 0 0 14,686
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 6,210,152 41,165 SH SOLE 0 0 41,165
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 1,304,774 11,988 SH SOLE 0 0 11,988
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 660,242 13,557 SH SOLE 0 0 13,557
SPDR GOLD TR GOLD SHS 78463V107 6,585,866 17,293 SH SOLE 0 0 17,293
STARBUCKS CORP COM 855244109 354,699 3,775 SH SOLE 0 0 3,775
STERLING INFRASTRUCTURE INC COM 859241101 327,034 665 SH SOLE 0 0 665
STRATEGY INC CL A NEW 594972408 5,715,615 37,335 SH SOLE 0 0 37,335
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 4,469,560 22,833 SH SOLE 0 0 22,833
COCA COLA CO COM 191216100 437,975 5,088 SH SOLE 0 0 5,088
TJX COS INC NEW COM 872540109 236,703 1,789 SH SOLE 0 0 1,789
US BANCORP COM NEW 902973304 456,824 7,909 SH SOLE 0 0 7,909
UNITED PARCEL SVCS INC CL B 911312106 8,403,433 89,934 SH SOLE 0 0 89,934
VANGUARD STAR FDS VG TL INTL STK F 921909768 238,670 2,809 SH SOLE 0 0 2,809
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 470,315 1,257 SH SOLE 0 0 1,257
VERTIV HOLDINGS CO COM CL A 92537N108 7,922,931 32,833 SH SOLE 0 0 32,833
WILLIAMS COS INC COM 969457100 353,988 5,208 SH SOLE 0 0 5,208