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
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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 14,408,268 41,874 SH SOLE 0 0 41,874
ALPHABET INC CAP STK CL C 02079K107 648,001 1,901 SH SOLE 0 0 1,901
AMAZON COM INC COM 023135106 11,193,635 44,927 SH SOLE 0 0 44,927
APPLE INC COM 037833100 301,231 904 SH SOLE 0 0 904
ASML HLDG NV N Y REGISTRY SHS N07059210 7,296,809 4,027 SH SOLE 0 0 4,027
BLOOM ENERGY CORP COM CL A 093712107 234,048 845 SH SOLE 0 0 845
BROADCOM INC COM 11135F101 17,116,995 48,739 SH SOLE 0 0 48,739
BROADCOM INC COM 11135F101 2,107,140 6,000 SH Put SOLE 0 0 0
CALAMOS ETF TR AUTOC INCOM ETF 12811T571 1,370,475 51,482 SH SOLE 0 0 51,482
CATERPILLAR INC COM 149123101 13,745,507 16,953 SH SOLE 0 0 16,953
COSTCO WHOLESALE CORPORATION COM 22160K105 7,354,574 8,078 SH SOLE 0 0 8,078
CROWDSTRIKE HLDGS INC CL A 22788C105 2,229,195 8,420 SH SOLE 0 0 8,420
ELI LILLY & CO COM 532457108 15,092,362 13,043 SH SOLE 0 0 13,043
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 17,325,375 876,346 SH SOLE 0 0 876,346
FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 33734X846 786,061 7,625 SH SOLE 0 0 7,625
GE VERNOVA INC COM 36828A101 6,046,237 6,361 SH SOLE 0 0 6,361
GOLDMAN SACHS GROUP INC COM 38141G104 10,751,592 11,941 SH SOLE 0 0 11,941
GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207 2,190,100 59,272 SH SOLE 0 0 59,272
HUMANA INC COM 444859102 665,560 1,744 SH SOLE 0 0 1,744
INTEL CORP COM 458140100 13,086,555 108,846 SH SOLE 0 0 108,846
INVESCO EXCH TRADED FD TR II INVESCO PHLX SM 46138G615 787,734 7,924 SH SOLE 0 0 7,924
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 625,906 3,008 SH SOLE 0 0 3,008
ISHARES GOLD TR ISHARES NEW 464285204 866,598 11,096 SH SOLE 0 0 11,096
ISHARES TR U.S. PHARMA ETF 464288836 3,666,807 36,478 SH SOLE 0 0 36,478
JOHNSON & JOHNSON COM 478160104 13,505,759 51,015 SH SOLE 0 0 51,015
JPMORGAN CHASE & CO COM 46625H100 7,357,655 22,239 SH SOLE 0 0 22,239
LOCKHEED MARTIN CORP COM 539830109 8,254,943 16,210 SH SOLE 0 0 16,210
MARRIOTT INTL INC NEW CL A 571903202 9,910,033 27,863 SH SOLE 0 0 27,863
MARVELL TECHNOLOGY INC COM 573874104 211,393 800 SH SOLE 0 0 800
MICRON TECHNOLOGY INC COM 595112103 24,853,291 23,334 SH SOLE 0 0 23,334
NVIDIA CORPORATION COM 67066G104 28,761,292 125,936 SH SOLE 0 0 125,936
NVIDIA CORPORATION COM 67066G104 5,663,824 24,800 SH Put SOLE 0 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 22,617,151 120,915 SH SOLE 0 0 120,915
PALANTIR TECHNOLOGIES INC CL A 69608A108 5,106,465 27,300 SH Put SOLE 0 0 0
PHILIP MORRIS INTL INC COM 718172109 8,501,031 44,550 SH SOLE 0 0 44,550
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 737,297 12,215 SH SOLE 0 0 12,215
SANDISK CORP COM 80004C200 6,331,460 3,639 SH SOLE 0 0 3,639
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 1,387,761 9,199 SH SOLE 0 0 9,199
SPDR GOLD TR GOLD SHS 78463V107 12,892,577 33,853 SH SOLE 0 0 33,853
SPDR SERIES TRUST ST STR P500ETF 78464A854 1,017,102 11,331 SH SOLE 0 0 11,331
SPDR SERIES TRUST ST STR SP AERO 78464A631 2,645,959 11,441 SH SOLE 0 0 11,441
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 17,540 23 SH SOLE 0 0 23
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8,312,667 10,900 SH Call SOLE 0 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 479,192 1,050 SH SOLE 0 0 1,050
TESLA INC COM 88160R101 2,103,668 5,929 SH SOLE 0 0 5,929
VANECK ETF TRUST OIL REFINERS ETF 92189F585 7,306,269 115,350 SH SOLE 0 0 115,350
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 239,068 3,407 SH SOLE 0 0 3,407
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 735,320 1,964 SH SOLE 0 0 1,964
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,185,811 1,691 SH SOLE 0 0 1,691
VERTIV HOLDINGS CO COM CL A 92537N108 7,746,988 32,103 SH SOLE 0 0 32,103