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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   5,836,916 32,359 SH   SOLE   0 0 32,359
INVESCO QQQ TR UNIT SER 1 46090E103   5,817,982 13,103 SH   SOLE   0 0 13,103
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   2,565,702 12,319 SH   SOLE   0 0 12,319
WISDOMTREE TR US SMALLCAP FUND 97717W562   1,718,815 34,294 SH   SOLE   0 0 34,294
MARRIOTT INTL INC NEW CL A 571903202   1,677,862 6,650 SH   SOLE   0 0 6,650
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,597,822 8,790 SH   SOLE   0 0 8,790
STARWOOD PPTY TR INC COM 85571B105   1,039,676 51,140 SH   SOLE   0 0 51,140
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   3,506,044 23,733 SH   SOLE   0 0 23,733
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   219,306 2,872 SH   SOLE   0 0 2,872
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,136,235 9,836 SH   SOLE   0 0 9,836
ALPHABET INC CAP STK CL A 02079K305   5,466,685 36,220 SH   SOLE   0 0 36,220
COMCAST CORP NEW CL A 20030N101   2,310,656 53,302 SH   SOLE   0 0 53,302
MICROSOFT CORP COM 594918104   7,488,770 17,800 SH   SOLE   0 0 17,800
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,787,256 21,887 SH   SOLE   0 0 21,887
TEXTRON INC COM 883203101   2,687,287 28,013 SH   SOLE   0 0 28,013
BOEING CO COM 097023105   3,016,627 15,631 SH   SOLE   0 0 15,631
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,054,368 25,032 SH   SOLE   0 0 25,032
ALPS ETF TR ALERIAN MLP 00162Q452   5,113,416 107,742 SH   SOLE   0 0 107,742
FATE THERAPEUTICS INC COM 31189P102   115,238 15,700 SH   SOLE   0 0 15,700
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   869,586 1,809 SH   SOLE   0 0 1,809
UBER TECHNOLOGIES INC COM 90353T100   1,131,753 14,700 SH   SOLE   0 0 14,700
CROWDSTRIKE HLDGS INC CL A 22788C105   3,301,115 10,297 SH   SOLE   0 0 10,297
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   3,871,506 45,515 SH   SOLE   0 0 45,515
ELI LILLY & CO COM 532457108   6,567,538 8,442 SH   SOLE   0 0 8,442
HUNTINGTON INGALLS INDS INC COM 446413106   2,011,143 6,900 SH   SOLE   0 0 6,900
ISHARES TR US AER DEF ETF 464288760   5,096,100 38,627 SH   SOLE   0 0 38,627
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   2,461,514 42,543 SH   SOLE   0 0 42,543
VISA INC COM CL A 92826C839   1,451,216 5,200 SH   SOLE   0 0 5,200
TOAST INC CL A 888787108   2,091,411 83,925 SH   SOLE   0 0 83,925
L3HARRIS TECHNOLOGIES INC COM 502431109   2,115,018 9,925 SH   SOLE   0 0 9,925
IRON MTN INC DEL COM 46284V101   1,082,835 13,500 SH   SOLE   0 0 13,500
META PLATFORMS INC CL A 30303M102   2,714,392 5,590 SH   SOLE   0 0 5,590
PALO ALTO NETWORKS INC COM 697435105   2,725,659 9,593 SH   SOLE   0 0 9,593
CARLYLE GROUP INC COM 14316J108   1,548,030 33,000 SH   SOLE   0 0 33,000
ENBRIDGE INC COM 29250N105   578,880 16,000 SH   SOLE   0 0 16,000
NVIDIA CORPORATION COM 67066G104   5,652,671 6,256 SH   SOLE   0 0 6,256
SPDR SER TR S&P BIOTECH 78464A870   382,407 4,030 SH   SOLE   0 0 4,030
SPDR SER TR S&P METALS MNG 78464A755   2,389,875 39,646 SH   SOLE   0 0 39,646
BLACKSTONE INC COM 09260D107   2,292,538 17,451 SH   SOLE   0 0 17,451
GOLDMAN SACHS BDC INC SHS 38147U107   686,833 45,850 SH   SOLE   0 0 45,850
GENERAL DYNAMICS CORP COM 369550108   3,391,010 12,004 SH   SOLE   0 0 12,004
ADVANCED MICRO DEVICES INC COM 007903107   252,686 1,400 SH   SOLE   0 0 1,400
ESPERION THERAPEUTICS INC NE COM 29664W105   27,604 10,300 SH   SOLE   0 0 10,300
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,658,645 49,345 SH   SOLE   0 0 49,345
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,842,769 10,021 SH   SOLE   0 0 10,021
SELECT SECTOR SPDR TR INDL 81369Y704   507,496 4,029 SH   SOLE   0 0 4,029
ISHARES TR ISHARES SEMICDTR 464287523   3,263,211 14,444 SH   SOLE   0 0 14,444
LULULEMON ATHLETICA INC COM 550021109   312,520 800 SH   SOLE   0 0 800
ONEOK INC NEW COM 682680103   3,627,692 45,250 SH   SOLE   0 0 45,250
SALESFORCE INC COM 79466L302   2,954,576 9,810 SH   SOLE   0 0 9,810
IDEXX LABS INC COM 45168D104   485,937 900 SH   SOLE   0 0 900
JPMORGAN CHASE & CO COM 46625H100   1,654,478 8,260 SH   SOLE   0 0 8,260
CHEVRON CORP NEW COM 166764100   2,342,439 14,850 SH   SOLE   0 0 14,850
ALBEMARLE CORP COM 012653101   2,891,298 21,947 SH   SOLE   0 0 21,947
RTX CORPORATION COM 75513E101   3,080,388 31,584 SH   SOLE   0 0 31,584
AMERICAN EXPRESS CO COM 025816109   2,949,952 12,956 SH   SOLE   0 0 12,956
WILLIAMS COS INC COM 969457100   1,749,753 44,900 SH   SOLE   0 0 44,900
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   206,748 1,200 SH   SOLE   0 0 1,200
CITIGROUP INC COM NEW 172967424   973,896 15,400 SH   SOLE   0 0 15,400
EXXON MOBIL CORP COM 30231G102   3,087,218 26,559 SH   SOLE   0 0 26,559
SCHWAB CHARLES CORP COM 808513105   2,611,474 36,100 SH   SOLE   0 0 36,100
APPLE INC COM 037833100   4,714,692 27,494 SH   SOLE   0 0 27,494
DISNEY WALT CO COM 254687106   2,809,141 22,958 SH   SOLE   0 0 22,958