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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   12,815,197 23,068 SH   SOLE   0 0 23,068
ADVANCED MICRO DEVICES INC COM 007903107   20,185,737 124,442 SH   SOLE   0 0 124,442
ALPHABET INC CAP STK CL C 02079K107   29,647,092 161,635 SH   SOLE   0 0 161,635
AMAZON COM INC COM 023135106   18,986,040 98,246 SH   SOLE   0 0 98,246
APPLE INC COM 037833100   28,048,822 133,173 SH   SOLE   0 0 133,173
BAKER HUGHES COMPANY CL A 05722G100   16,912,796 480,887 SH   SOLE   0 0 480,887
BANK AMERICA CORP COM 060505104   8,686,851 218,427 SH   SOLE   0 0 218,427
BOEING CO COM 097023105   11,985,176 65,849 SH   SOLE   0 0 65,849
BROADCOM INC COM 11135F101   240,830 150 SH   SOLE   0 0 150
CF INDS HLDGS INC COM 125269100   9,179,243 123,843 SH   SOLE   0 0 123,843
CHEVRON CORP NEW COM 166764100   18,337,718 117,234 SH   SOLE   0 0 117,234
CISCO SYS INC COM 17275R102   6,799,046 143,108 SH   SOLE   0 0 143,108
CLOUDFLARE INC CL A COM 18915M107   13,668,275 165,016 SH   SOLE   0 0 165,016
COCA COLA CO COM 191216100   6,051,228 95,070 SH   SOLE   0 0 95,070
CONOCOPHILLIPS COM 20825C104   9,821,696 85,869 SH   SOLE   0 0 85,869
DEVON ENERGY CORP NEW COM 25179M103   11,674,715 246,302 SH   SOLE   0 0 246,302
DIAMONDBACK ENERGY INC COM 25278X109   15,367,068 76,762 SH   SOLE   0 0 76,762
DISNEY WALT CO COM 254687106   10,975,820 110,543 SH   SOLE   0 0 110,543
ENPHASE ENERGY INC COM 29355A107   4,767,135 47,810 SH   SOLE   0 0 47,810
EOG RES INC COM 26875P101   7,403,170 58,816 SH   SOLE   0 0 58,816
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707   1,407,143 25,538 SH   SOLE   0 0 25,538
EXXON MOBIL CORP COM 30231G102   415,698 3,611 SH   SOLE   0 0 3,611
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   4,090,744 26,565 SH   SOLE   0 0 26,565
FORTINET INC COM 34959E109   12,631,567 209,583 SH   SOLE   0 0 209,583
FREEPORT-MCMORAN INC CL B 35671D857   12,278,292 252,640 SH   SOLE   0 0 252,640
GILEAD SCIENCES INC COM 375558103   6,858,625 99,965 SH   SOLE   0 0 99,965
GOLDMAN SACHS GROUP INC COM 38141G104   7,327,132 16,199 SH   SOLE   0 0 16,199
GRANITE CONSTR INC COM 387328107   18,018,968 290,769 SH   SOLE   0 0 290,769
INTERNATIONAL BUSINESS MACHS COM 459200101   10,424,953 60,277 SH   SOLE   0 0 60,277
INTUITIVE SURGICAL INC COM NEW 46120E602   16,227,683 36,479 SH   SOLE   0 0 36,479
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   215,124 5,350 SH   SOLE   0 0 5,350
INVESCO QQQ TR UNIT SER 1 46090E103   1,464,640 3,057 SH   SOLE   0 0 3,057
ISHARES TR RUSSELL 2000 ETF 464287655   485,110 2,391 SH   SOLE   0 0 2,391
ISHARES TR RUS 1000 GRW ETF 464287614   594,880 1,632 SH   SOLE   0 0 1,632
ISHARES TR CORE S&P US GWT 464287671   488,248 3,830 SH   SOLE   0 0 3,830
ISHARES TR CORE S&P SCP ETF 464287804   605,829 5,680 SH   SOLE   0 0 5,680
ISHARES TR 7-10 YR TRSY BD 464287440   2,774,288 29,624 SH   SOLE   0 0 29,624
JOHNSON & JOHNSON COM 478160104   651,111 4,455 SH   SOLE   0 0 4,455
JOHNSON CTLS INTL PLC SHS G51502105   12,795,010 192,493 SH   SOLE   0 0 192,493
JPMORGAN CHASE & CO. COM 46625H100   8,857,643 43,793 SH   SOLE   0 0 43,793
L3HARRIS TECHNOLOGIES INC COM 502431109   7,242,031 32,247 SH   SOLE   0 0 32,247
LOWES COS INC COM 548661107   6,171,116 27,992 SH   SOLE   0 0 27,992
MEDICAL PPTYS TRUST INC COM 58463J304   44,393 10,300 SH   SOLE   0 0 10,300
MEDTRONIC PLC SHS G5960L103   11,775,882 149,611 SH   SOLE   0 0 149,611
MICROSOFT CORP COM 594918104   26,827,522 60,024 SH   SOLE   0 0 60,024
NORTHROP GRUMMAN CORP COM 666807102   644,770 1,479 SH   SOLE   0 0 1,479
NVIDIA CORPORATION COM 67066G104   50,936,800 412,310 SH   SOLE   0 0 412,310
OKTA INC CL A 679295105   7,245,882 77,405 SH   SOLE   0 0 77,405
OMEGA HEALTHCARE INVS INC COM 681936100   6,499,896 189,778 SH   SOLE   0 0 189,778
PALANTIR TECHNOLOGIES INC CL A 69608A108   10,927,666 431,412 SH   SOLE   0 0 431,412
PAYPAL HLDGS INC COM 70450Y103   7,426,180 127,971 SH   SOLE   0 0 127,971
PHILLIPS 66 COM 718546104   9,229,553 65,379 SH   SOLE   0 0 65,379
QUANTA SVCS INC COM 74762E102   17,280,153 68,008 SH   SOLE   0 0 68,008
RTX CORPORATION COM 75513E101   16,466,353 164,024 SH   SOLE   0 0 164,024
SALESFORCE INC COM 79466L302   9,451,253 36,761 SH   SOLE   0 0 36,761
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   634,804 4,355 SH   SOLE   0 0 4,355
SELECT SECTOR SPDR TR INDL 81369Y704   385,719 3,165 SH   SOLE   0 0 3,165
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   472,806 11,501 SH   SOLE   0 0 11,501
SELECT SECTOR SPDR TR ENERGY 81369Y506   599,727 6,580 SH   SOLE   0 0 6,580
SERVICENOW INC COM 81762P102   13,130,309 16,691 SH   SOLE   0 0 16,691
SHAKE SHACK INC CL A 819047101   5,553,900 61,710 SH   SOLE   0 0 61,710
SNOWFLAKE INC CL A 833445109   1,734,015 12,836 SH   SOLE   0 0 12,836
SPDR GOLD TR GOLD SHS 78463V107   896,162 4,168 SH   SOLE   0 0 4,168
SPDR S&P 500 ETF TR TR UNIT 78462F103   462,043 849 SH   SOLE   0 0 849
SPDR SER TR S&P KENSHO NEW 78468R648   446,326 9,688 SH   SOLE   0 0 9,688
SPDR SER TR S&P BIOTECH 78464A870   2,476,562 26,713 SH   SOLE   0 0 26,713
STARBUCKS CORP COM 855244109   6,766,035 86,911 SH   SOLE   0 0 86,911
STRATASYS LTD SHS M85548101   4,271,391 509,105 SH   SOLE   0 0 509,105
SUPER MICRO COMPUTER INC COM 86800U104   11,639,686 14,206 SH   SOLE   0 0 14,206
TARGET CORP COM 87612E106   6,833,230 46,158 SH   SOLE   0 0 46,158
TESLA INC COM 88160R101   361,329 1,826 SH   SOLE   0 0 1,826
UGI CORP NEW COM 902681105   6,032,364 263,422 SH   SOLE   0 0 263,422
VANECK ETF TRUST OIL SERVICES ETF 92189H607   14,571,155 46,085 SH   SOLE   0 0 46,085
VANGUARD INDEX FDS VALUE ETF 922908744   661,210 4,122 SH   SOLE   0 0 4,122
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   497,424 2,947 SH   SOLE   0 0 2,947
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,686,587 9,239 SH   SOLE   0 0 9,239
VANGUARD WORLD FD COMM SRVC ETF 92204A884   233,959 1,693 SH   SOLE   0 0 1,693
VERIZON COMMUNICATIONS INC COM 92343V104   5,173,515 125,449 SH   SOLE   0 0 125,449
VISA INC COM CL A 92826C839   203,939 777 SH   SOLE   0 0 777
WISDOMTREE TR EMG MKTS SMCAP 97717W281   269,237 5,234 SH   SOLE   0 0 5,234
XYLEM INC COM 98419M100   14,371,490 105,961 SH   SOLE   0 0 105,961
ZSCALER INC COM 98980G102   8,130,790 42,306 SH   SOLE   0 0 42,306