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
MICRON TECHNOLOGY INC COM 595112103 83,829,483 78,705 SH SOLE 0 0 78,705
NVIDIA CORPORATION COM 67066G104 44,485,430 194,787 SH SOLE 0 0 194,787
APPLE INC COM 037833100 41,642,437 125,045 SH SOLE 0 0 125,045
ALPHABET INC CAP STK CL A 02079K305 33,000,278 95,909 SH SOLE 0 0 95,909
MICROSOFT CORP COM 594918104 26,927,666 52,501 SH SOLE 0 0 52,501
BROADCOM INC COM 11135F101 24,507,794 69,785 SH SOLE 0 0 69,785
ELI LILLY & CO COM 532457108 21,732,277 18,782 SH SOLE 0 0 18,782
AMAZON COM INC COM 023135106 21,165,574 84,951 SH SOLE 0 0 84,951
LUMENTUM HLDGS INC COM 55024U109 18,257,745 18,798 SH SOLE 0 0 18,798
ARISTA NETWORKS INC COM SHS 040413205 16,243,632 79,786 SH SOLE 0 0 79,786
COHERENT CORP COM 19247G107 15,259,974 53,021 SH SOLE 0 0 53,021
PALO ALTO NETWORKS INC COM 697435105 14,521,283 36,549 SH SOLE 0 0 36,549
LAM RESEARCH CORP COM NEW 512807306 13,404,851 40,805 SH SOLE 0 0 40,805
KLA CORP COM NEW 482480100 13,378,826 68,634 SH SOLE 0 0 68,634
CISCO SYS INC COM 17275R102 12,924,570 120,083 SH SOLE 0 0 120,083
CATERPILLAR INC COM 149123101 11,364,843 14,017 SH SOLE 0 0 14,017
CROWDSTRIKE HLDGS INC CL A 22788C105 11,264,583 42,548 SH SOLE 0 0 42,548
APPLIED MATLS INC COM 038222105 9,309,673 18,205 SH SOLE 0 0 18,205
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 9,267,284 12,152 SH SOLE 0 0 12,152
AMPHENOL CORP CL A 032095101 9,254,370 109,779 SH SOLE 0 0 109,779
DELL TECHNOLOGIES INC CL C 24703L202 9,207,014 17,115 SH SOLE 0 0 17,115
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,140,370 18,356 SH SOLE 0 0 18,356
ARM HOLDINGS PLC SPONSORED ADS 042068205 8,070,797 27,863 SH SOLE 0 0 27,863
ALPHABET INC CAP STK CL C 02079K107 7,775,604 22,820 SH SOLE 0 0 22,820
VERTIV HOLDINGS CO COM CL A 92537N108 7,649,286 31,699 SH SOLE 0 0 31,699
ASML HLDG NV N Y REGISTRY SHS N07059210 7,545,606 4,165 SH SOLE 0 0 4,165
CLOUDFLARE INC CL A COM 18915M107 6,517,751 18,768 SH SOLE 0 0 18,768
DANAHER CORP DEL COM 235851102 6,420,741 28,981 SH SOLE 0 0 28,981
ASTRAZENECA PLC ORD G0593M107 6,224,003 38,184 SH SOLE 0 0 38,184
GE VERNOVA INC COM 36828A101 5,452,011 5,736 SH SOLE 0 0 5,736
MERCK & CO INC COM 58933Y105 5,274,317 36,297 SH SOLE 0 0 36,297
SPDR GOLD TR GOLD SHS 78463V107 4,173,245 10,958 SH SOLE 0 0 10,958
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 4,170,988 13,692 SH SOLE 0 0 13,692
GE AEROSPACE COM NEW 369604301 4,135,344 13,242 SH SOLE 0 0 13,242
TWILIO INC CL A 90138F102 3,964,003 13,554 SH SOLE 0 0 13,554
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 3,906,307 82,516 SH SOLE 0 0 82,516
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 3,873,053 8,490 SH SOLE 0 0 8,490
ABBVIE INC COM 00287Y109 3,804,303 14,543 SH SOLE 0 0 14,543
ADVANCED MICRO DEVICES INC COM 007903107 3,767,218 6,158 SH SOLE 0 0 6,158
COSTCO WHOLESALE CORPORATION COM 22160K105 3,762,299 4,133 SH SOLE 0 0 4,133
CADENCE DESIGN SYSTEM INC COM 127387108 3,610,243 10,934 SH SOLE 0 0 10,934
WATERS CORP COM 941848103 3,409,666 7,760 SH SOLE 0 0 7,760
AGILENT TECHNOLOGIES INC COM 00846U101 3,362,630 19,515 SH SOLE 0 0 19,515
ANALOG DEVICES INC COM 032654105 3,001,905 7,567 SH SOLE 0 0 7,567
THERMO FISHER SCIENTIFIC INC COM 883556102 2,984,396 4,421 SH SOLE 0 0 4,421
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 2,865,584 14,639 SH SOLE 0 0 14,639
CVS HEALTH CORP COM 126650100 2,748,078 32,070 SH SOLE 0 0 32,070
VISA INC COM CL A 92826C839 2,726,237 7,587 SH SOLE 0 0 7,587
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 2,605,050 17,268 SH SOLE 0 0 17,268
BOSTON SCIENTIFIC CORP COM 101137107 2,407,909 55,164 SH SOLE 0 0 55,164
ISHARES TR US AER DEF ETF 464288760 2,405,567 11,611 SH SOLE 0 0 11,611
NOKIA CORP SPONSORED ADR 654902204 2,391,854 235,883 SH SOLE 0 0 235,883
MASTERCARD INCORPORATED CL A 57636Q104 2,239,520 4,061 SH SOLE 0 0 4,061
JOHNSON & JOHNSON COM 478160104 2,211,638 8,354 SH SOLE 0 0 8,354
CORNING INC COM 219350105 1,693,666 11,015 SH SOLE 0 0 11,015
MARVELL TECHNOLOGY INC COM 573874104 1,562,538 5,914 SH SOLE 0 0 5,914
STRATEGY INC CL A NEW 594972408 1,519,000 28,000 SH Call SOLE 0 0 28,000
SNOWFLAKE INC COM SHS 833445109 1,439,734 4,240 SH SOLE 0 0 4,240
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,353,856 1,932 SH SOLE 0 0 1,932
INVESCO QQQ TR UNIT SER 1 46090E103 1,313,498 1,776 SH SOLE 0 0 1,776
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,262,775 8,515 SH SOLE 0 0 8,515
ING GROEP N.V. SPONSORED ADR 456837103 1,222,727 34,443 SH SOLE 0 0 34,443
TJX COS INC NEW COM 872540109 1,205,212 9,109 SH SOLE 0 0 9,109
WELLTOWER INC COM 95040Q104 1,195,867 5,194 SH SOLE 0 0 5,194
TC ENERGY CORP COM 87807B107 1,192,020 20,542 SH SOLE 0 0 20,542
ENTERGY CORP NEW COM 29364G103 1,180,896 11,897 SH SOLE 0 0 11,897
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,171,440 18,335 SH SOLE 0 0 18,335
TRANE TECHNOLOGIES PLC SHS G8994E103 1,131,758 2,504 SH SOLE 0 0 2,504
RTX CORPORATION COM 75513E101 1,097,192 5,910 SH SOLE 0 0 5,910
TENABLE HLDGS INC COM 88025T102 1,074,924 29,539 SH SOLE 0 0 29,539
LINDE PLC SHS G54950103 1,053,248 2,219 SH SOLE 0 0 2,219
MICROCHIP TECHNOLOGY INC. COM 595017104 995,378 12,799 SH SOLE 0 0 12,799
BHP BILLITON LIMITED SPONSORED ADS 088606108 995,088 11,729 SH SOLE 0 0 11,729
CITIZENS FINL GROUP INC COM 174610105 974,635 15,286 SH SOLE 0 0 15,286
CIENA CORP COM NEW 171779309 962,931 2,737 SH SOLE 0 0 2,737
META PLATFORMS INC CL A 30303M102 957,963 1,321 SH SOLE 0 0 1,321
ISHARES TR CORE S&P500 ETF 464287200 927,444 1,211 SH SOLE 0 0 1,211
COCA COLA CO COM 191216100 924,499 10,740 SH SOLE 0 0 10,740
AMERICAN ELEC PWR CO INC COM 025537101 917,680 7,735 SH SOLE 0 0 7,735
BRIXMOR PPTY GROUP INC COM 11120U105 913,864 33,111 SH SOLE 0 0 33,111
STRATEGY INC CL A NEW 594972408 903,600 18,000 SH Call SOLE 0 0 18,000
REVOLVE GROUP INC CL A 76156B107 892,383 41,837 SH SOLE 0 0 41,837
AT&T INC COM 00206R102 859,790 35,237 SH SOLE 0 0 35,237
CALIX INC COM 13100M509 859,000 25,000 SH SOLE 0 0 25,000
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 816,029 5,014 SH SOLE 0 0 5,014
ECOLAB INC COM 278865100 777,336 2,831 SH SOLE 0 0 2,831
DIGITAL RLTY TR INC COM 253868103 741,263 4,223 SH SOLE 0 0 4,223
DREAM FINDERS HOMES INC COM CL A 26154D100 738,300 69,000 SH SOLE 0 0 69,000
CORVUS PHARMACEUTICALS INC COM 221015100 734,665 63,773 SH SOLE 0 0 63,773
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 734,423 1,962 SH SOLE 0 0 1,962
WILLIAMS COS INC COM 969457100 704,781 10,369 SH SOLE 0 0 10,369
JOHNSON CONTROLS INTERNATION SHS G51502105 704,601 4,740 SH SOLE 0 0 4,740
CDW CORP COM 12514G108 688,604 5,373 SH SOLE 0 0 5,373
VALLEY NATL BANCORP COM 919794107 677,063 53,650 SH SOLE 0 0 53,650
EATON CORP PLC SHS G29183103 672,926 1,566 SH SOLE 0 0 1,566
STRATEGY INC CL A NEW 594972408 655,380 11,000 SH Call SOLE 0 0 11,000
HUNTINGTON INGALLS INDS INC COM 446413106 646,576 2,421 SH SOLE 0 0 2,421
EPR PPTYS COM SH BEN INT 26884U109 619,338 11,034 SH SOLE 0 0 11,034
BRISTOL-MYERS SQUIBB CO COM 110122108 619,320 9,925 SH SOLE 0 0 9,925
3M CO COM 88579Y101 618,846 3,770 SH SOLE 0 0 3,770
ISHARES TR RUSSELL 2000 ETF 464287655 616,638 2,219 SH SOLE 0 0 2,219
VANGUARD WORLD FD MRNGSTR MEGA CAP 921910816 579,989 6,260 SH SOLE 0 0 6,260
SHELL PLC SPON ADS 780259305 574,862 6,048 SH SOLE 0 0 6,048
MCKESSON CORP COM 58155Q103 560,953 657 SH SOLE 0 0 657
HOME DEPOT INC COM 437076102 549,208 1,930 SH SOLE 0 0 1,930
WESTERN ALLIANCE BANCORP COM 957638109 542,522 7,224 SH SOLE 0 0 7,224
AMKOR TECHNOLOGY INC COM 031652100 531,186 10,141 SH SOLE 0 0 10,141
BEONE MEDICINES LTD SPONSORED ADS 07725L102 517,805 1,415 SH SOLE 0 0 1,415
AMGEN INC COM 031162100 503,704 1,195 SH SOLE 0 0 1,195
TPG INC COM CL A 872657101 487,195 11,040 SH SOLE 0 0 11,040
VALERO ENERGY CORP COM 91913Y100 480,249 1,239 SH SOLE 0 0 1,239
TESLA INC COM 88160R101 478,284 1,348 SH SOLE 0 0 1,348
TENET HEALTHCARE CORP COM NEW 88033G407 473,553 1,853 SH SOLE 0 0 1,853
BLOOM ENERGY CORP COM CL A 093712107 454,247 1,640 SH SOLE 0 0 1,640
GUARDANT HEALTH INC COM 40131M109 451,429 2,531 SH SOLE 0 0 2,531
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 440,755 2,617 SH SOLE 0 0 2,617
CANADIAN NAT RES LTD MED TER COM 136385101 438,834 9,323 SH SOLE 0 0 9,323
TEXAS INSTRS INC COM 882508104 433,299 1,547 SH SOLE 0 0 1,547
METLIFE INC COM 59156R108 417,788 4,437 SH SOLE 0 0 4,437
ABBOTT LABORATORIES COM 002824100 395,320 4,000 SH SOLE 0 0 4,000
ILLINOIS TOOL WKS INC COM 452308109 359,163 1,396 SH SOLE 0 0 1,396
GITLAB INC CLASS A COM 37637K108 354,375 7,500 SH SOLE 0 0 7,500
AEGON LTD AMER REG 1 CERT 0076CA104 346,175 40,113 SH SOLE 0 0 40,113
WESTERN DIGITAL CORP COM 958102105 328,575 723 SH SOLE 0 0 723
PACCAR INC COM 693718108 325,806 2,967 SH SOLE 0 0 2,967
GILEAD SCIENCES INC COM 375558103 308,444 2,069 SH SOLE 0 0 2,069
LOCKHEED MARTIN CORP COM 539830109 302,495 594 SH SOLE 0 0 594
ISHARES TR CORE S&P TTL STK 464287150 297,142 1,787 SH SOLE 0 0 1,787
ISHARES TR U.S. TECH ETF 464287721 296,423 1,119 SH SOLE 0 0 1,119
AIRBNB INC COM CL A 009066101 284,993 1,774 SH SOLE 0 0 1,774
DATADOG INC CL A COM 23804L103 278,232 1,016 SH SOLE 0 0 1,016
NEXTERA ENERGY INC COM 65339F101 266,378 3,517 SH SOLE 0 0 3,517
SYNOPSYS INC COM 871607107 257,050 591 SH SOLE 0 0 591
IVANHOE ELECTRIC INC COM 46578C108 254,309 25,636 SH SOLE 0 0 25,636
NETFLIX INC. COM 64110L106 244,991 3,521 SH SOLE 0 0 3,521
GARRETT MOTION INC COM 366505105 237,498 9,124 SH SOLE 0 0 9,124
VANGUARD WORLD FD MRNGSTR VAL ETF 921910840 236,963 1,471 SH SOLE 0 0 1,471
CAMECO CORP COM 13321L108 224,562 2,591 SH SOLE 0 0 2,591
HONEYWELL INTL INC COM 438516205 224,229 1,063 SH SOLE 0 0 1,063
MARATHON PETE CORP COM 56585A102 214,713 543 SH SOLE 0 0 543
ARGAN INC COM 04010E109 213,164 564 SH SOLE 0 0 564
ISHARES TR MSCI UAE ETF 46434V761 212,581 10,592 SH SOLE 0 0 10,592
HONEYWELL AEROSPACE INC COM 43849R105 211,379 1,364 SH SOLE 0 0 1,364
ISHARES TR S&P 500 GRWT ETF 464287309 207,700 1,460 SH SOLE 0 0 1,460
EMERSON ELEC CO COM 291011104 205,352 1,324 SH SOLE 0 0 1,324
UNITED RENTALS INC COM 911363109 200,156 200 SH SOLE 0 0 200