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 C 02079K107 53,916,591 158,234 SH SOLE 158,234 0 0
APPLE INC COM 037833100 48,964,634 147,032 SH SOLE 147,032 0 0
CELESTICA INC COM 15101Q207 6,950,299 19,230 SH SOLE 19,230 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 869,550 187,000 SH SOLE 187,000 0 0
EXPAND ENERGY CORPORATION COM 165167735 6,602,605 78,518 SH SOLE 78,518 0 0
KINROSS GOLD CORP COM 496902404 3,636,201 151,005 SH SOLE 151,005 0 0
META PLATFORMS INC CL A 30303M102 14,837,408 20,460 SH SOLE 20,460 0 0
MICRON TECHNOLOGY INC COM 595112103 28,583,575 26,836 SH SOLE 26,836 0 0
MICROSOFT CORP COM 594918104 25,569,802 49,853 SH SOLE 49,853 0 0
NETFLIX INC. COM 64110L106 6,070,507 87,245 SH SOLE 87,245 0 0
SANDISK CORP COM 80004C200 12,262,745 7,048 SH SOLE 7,048 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 8,285,985 54,925 SH SOLE 54,925 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 8,485,485 50,383 SH SOLE 50,383 0 0
STERLING INFRASTRUCTURE INC COM 859241101 3,921,946 7,975 SH SOLE 7,975 0 0
TOAST INC CL A 888787108 7,922,387 273,280 SH SOLE 273,280 0 0
VISTRA CORP COM 92840M102 9,886,761 71,462 SH SOLE 71,462 0 0
AMERICAN EXPRESS CO COM 025816109 5,886,169 19,356 SH SOLE 19,356 0 0
CHEVRON CORPORATION COM 166764100 541,157 2,650 SH SOLE 2,650 0 0
COCA COLA CO COM 191216100 3,222,540 37,437 SH SOLE 37,437 0 0
MERCADOLIBRE INC COM 58733R102 5,877,002 3,400 SH SOLE 3,400 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 6,486,224 512,340 SH SOLE 512,340 0 0
BRAEMAR HOTELS & RESORTS INC 5.5 CUM CV PFD B 10482B200 693,196 56,680 SH SOLE 56,680 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,563,065 3,139 SH SOLE 3,139 0 0
SPDR GOLD TR GOLD SHS 78463V107 10,939,629 28,725 SH SOLE 28,725 0 0
WEC ENERGY GROUP INC COM 92939U106 3,176,082 31,515 SH SOLE 31,515 0 0
SALESFORCE INC COM 79466L302 459,140 2,000 SH SOLE 2,000 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 2,869,605 19,350 SH SOLE 19,350 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 355,860 18,000 SH SOLE 18,000 0 0
PACER FDS TR ARIST HIGH ETF 69374H428 3,075,393 66,223 SH SOLE 66,223 0 0
FS KKR CAP CORP COM 302635206 1,690,812 153,850 SH SOLE 153,850 0 0
NVIDIA CORPORATION COM 67066G104 456,760 2,000 SH SOLE 2,000 0 0
HOME DEPOT INC COM 437076102 498,711 1,753 SH SOLE 1,753 0 0
REDDIT INC CL A 75734B100 1,359,875 9,547 SH SOLE 9,547 0 0
JOHNSON & JOHNSON COM 478160104 476,532 1,800 SH SOLE 1,800 0 0
LOWES COS INC COM 548661107 294,864 1,600 SH SOLE 1,600 0 0
STRYKER CORPORATION COM 863667101 358,007 1,300 SH SOLE 1,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 304,060 2,000 SH SOLE 2,000 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 501,675 3,992 SH SOLE 3,992 0 0