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
NVIDIA CORPORATION COM 67066G104 109,725,464 480,451 SH SOLE 156 0 480,295
INVESCO QQQ TR UNIT SER 1 46090E103 10,421,328 14,087 SH SOLE 0 0 14,087
DELL TECHNOLOGIES INC CL C 24703L202 14,298,744 26,580 SH SOLE 50 0 26,530
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 5,411,266 27,780 SH SOLE 0 0 27,780
LEONARDO DRS INC COM 52661A108 402,930 11,000 SH SOLE 0 0 11,000
ALPHABET INC CAP STK CL C 02079K107 4,472,364 13,125 SH SOLE 87 0 13,038
BORGWARNER INC COM 099724106 790,447 13,150 SH SOLE 0 0 13,150
NETFLIX INC. COM 64110L106 2,960,629 42,550 SH SOLE 0 0 42,550
AMAZON COM INC COM 023135106 767,133 3,079 SH SOLE 82 0 2,997
MICROSOFT CORP COM 594918104 432,375 843 SH SOLE 81 0 762
APPLE INC COM 037833100 957,433 2,875 SH SOLE 132 0 2,743
RTX CORPORATION COM 75513E101 2,602,256 14,017 SH SOLE 17 0 14,000
CATERPILLAR INC COM 149123101 1,905,357 2,350 SH SOLE 0 0 2,350
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 3,403,117 11,171 SH SOLE 7 0 11,164
VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 5,573,192 40,400 SH SOLE 0 0 40,400
ARCHER DANIELS MIDLAND CO COM 039483102 1,289,131 16,240 SH SOLE 0 0 16,240
NOKIA CORP SPONSORED ADR 654902204 801,466 79,040 SH SOLE 0 0 79,040
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,782,486 5,397 SH SOLE 0 0 5,397
MICRON TECHNOLOGY INC COM 595112103 2,375,195 2,230 SH SOLE 0 0 2,230
CORNING INC COM 219350105 1,188,565 7,730 SH SOLE 0 0 7,730
CHENIERE ENERGY INC COM NEW 16411R208 2,559,551 9,514 SH SOLE 0 0 9,514
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 341,630 2,806 SH SOLE 0 0 2,806
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 860,608 6,802 SH SOLE 0 0 6,802
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 3,221,474 19,794 SH SOLE 67 0 19,727
VANGUARD INDEX FDS MRNGSTR MD CP GR 922908538 6,872,085 23,526 SH SOLE 0 0 23,526
SPDR GOLD TR GOLD SHS 78463V107 359,894 945 SH SOLE 0 0 945
JOHNSON & JOHNSON COM 478160104 599,107 2,263 SH SOLE 113 0 2,150
PROCTER & GAMBLE CO COM 742718109 254,240 1,750 SH SOLE 0 0 1,750
BWX TECHNOLOGIES INC COM 05605H100 5,752,082 41,986 SH SOLE 0 0 41,986
ABBVIE INC COM 00287Y109 405,465 1,550 SH SOLE 0 0 1,550
PALANTIR TECHNOLOGIES INC CL A 69608A108 27,843,328 148,855 SH SOLE 0 0 148,855
BRIDGER AEROSPACE GRP HLDGS COM 96812F102 94,432 134,500 SH SOLE 0 0 134,500
VERTIV HOLDINGS CO COM CL A 92537N108 6,903,638 28,609 SH SOLE 0 0 28,609
LUMENTUM HLDGS INC COM 55024U109 3,099,291 3,191 SH SOLE 0 0 3,191
BABCOCK & WILCOX ENTERPRISES COM 05614L209 2,298,040 393,500 SH SOLE 0 0 393,500
PLUG PWR INC COM NEW 72919P202 582,000 300,000 SH SOLE 0 0 300,000
UNUSUAL MACHS INC COM SHS 91532F102 1,468,800 60,000 SH SOLE 0 0 60,000
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 1,422,362 25,255 SH SOLE 0 0 25,255
SOUNDHOUND AI INC CLASS A COM 836100107 1,095,640 182,000 SH SOLE 0 0 182,000
NRG ENERGY INC COM NEW 629377508 571,509 5,975 SH SOLE 0 0 5,975
DRAGANFLY INC. COM 26142Q304 334,400 55,000 SH SOLE 0 0 55,000
NEWSMAX INC COM SHS CLASS B 65250K105 459,425 42,500 SH SOLE 0 0 42,500
UNITED STATES ANTIMONY CORP COM 911549103 254,370 61,000 SH SOLE 0 0 61,000
RECURSION PHARMACEUTICALS IN CL A 75629V104 198,240 48,000 SH SOLE 0 0 48,000
RED CAT HLDGS INC COM 75644T100 164,730 25,500 SH SOLE 0 0 25,500
ANGEL STUDIOS INC. CL A COM 034948109 233,500 50,000 SH SOLE 0 0 50,000
BROADCOM INC COM 11135F101 211,065 601 SH SOLE 301 0 300
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 947,627 12,084 SH SOLE 0 0 12,084
VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 243,588 856 SH SOLE 0 0 856
MCKESSON CORP COM 58155Q103 469,596 550 SH SOLE 0 0 550
OUTDOOR HOLDING CO COM 00175J107 22,500 10,000 SH SOLE 0 0 10,000
META PLATFORMS INC CL A 30303M102 328,507 453 SH SOLE 0 0 453
ARISTA NETWORKS INC COM SHS 040413205 376,642 1,850 SH SOLE 0 0 1,850
EMCOR GROUP INC COM 29084Q100 226,347 300 SH SOLE 0 0 300
CIENA CORP COM NEW 171779309 246,274 700 SH SOLE 0 0 700
WESTERN DIGITAL CORP COM 958102105 2,772,206 6,100 SH SOLE 0 0 6,100
PALO ALTO NETWORKS INC COM 697435105 228,453 575 SH SOLE 135 0 440
SOMNIGROUP INTERNATIONAL INC COM 88023U101 1,088,913 17,532 SH SOLE 0 0 17,532
ELI LILLY & CO COM 532457108 289,270 250 SH SOLE 0 0 250
ISHARES TR ISHARES SEMICDTR 464287523 226,887 399 SH SOLE 0 0 399
SAMSARA INC COM CL A 79589L106 1,143,900 30,000 SH SOLE 0 0 30,000
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 890,480 4,000 SH SOLE 0 0 4,000