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
AGCO CORP COM 001084102   5,099 42 SH   SOLE   42 0 0
ABBOTT LABS COM 002824100   18,712 170 SH   SOLE   170 0 0
ADOBE INC COM 00724F101   6,889,388 11,547 SH   SOLE   11,547 0 0
AEHR TEST SYS COM 00760J108   130,819 4,931 SH   SOLE   4,931 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   175,097 1,245 SH   SOLE   1,245 0 0
AIR PRODS & CHEMS INC COM 009158106   18,892 69 SH   SOLE   69 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   6,164 106 SH   SOLE   106 0 0
ALPHABET INC CAP STK CL C 02079K107   81,739 580 SH   SOLE   580 0 0
ALPHABET INC CAP STK CL A 02079K305   10,059,915 72,016 SH   SOLE   72,016 0 0
AMAZON COM INC COM 023135106   457,036 3,008 SH   SOLE   3,008 0 0
AMGEN INC COM 031162100   1,262,392 4,383 SH   SOLE   4,383 0 0
APPLE INC COM 037833100   21,563 112 SH   SOLE   112 0 0
ARISTA NETWORKS INC COM 040413106   5,929,906 25,179 SH   SOLE   25,179 0 0
AURORA CANNABIS INC COM 05156X884   135 283 SH   SOLE   283 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   77,036 594 SH   SOLE   594 0 0
BP PLC SPONSORED ADR 055622104   177 5 SH   SOLE   5 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   20,524 400 SH   SOLE   400 0 0
CECO ENVIRONMENTAL CORP COM 125141101   124,945 6,161 SH   SOLE   6,161 0 0
CME GROUP INC COM 12572Q105   4,178,936 19,843 SH   SOLE   19,843 0 0
CVS HEALTH CORP COM 126650100   158 2 SH   SOLE   2 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   7,416 400 SH   SOLE   400 0 0
CATERPILLAR INC COM 149123101   281,182 951 SH   SOLE   951 0 0
CHEVRON CORP NEW COM 166764100   18,645 125 SH   SOLE   125 0 0
CISCO SYS INC COM 17275R102   1,137,862 22,523 SH   SOLE   22,523 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   6,378,983 312,389 SH   SOLE   312,389 0 0
CLOUDFLARE INC CL A COM 18915M107   6,362,146 76,413 SH   SOLE   76,413 0 0
COCA COLA CO COM 191216100   201,776 3,424 SH   SOLE   3,424 0 0
COLGATE PALMOLIVE CO COM 194162103   211,232 2,650 SH   SOLE   2,650 0 0
CORTEVA INC COM 22052L104   75,762 1,581 SH   SOLE   1,581 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   6,677,384 26,153 SH   SOLE   26,153 0 0
CUMMINS INC COM 231021106   299,942 1,252 SH   SOLE   1,252 0 0
DEERE & CO COM 244199105   5,998 15 SH   SOLE   15 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,148 15 SH   SOLE   15 0 0
DEXCOM INC COM 252131107   4,602,064 37,086 SH   SOLE   37,086 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   1,242,644 95,588 SH   SOLE   95,588 0 0
DISNEY WALT CO COM 254687106   11,485 127 SH   SOLE   127 0 0
DOCUSIGN INC COM 256163106   416 7 SH   SOLE   7 0 0
DOUGLAS DYNAMICS INC COM 25960R105   98,923 3,333 SH   SOLE   3,333 0 0
EASTMAN CHEM CO COM 277432100   207,933 2,315 SH   SOLE   2,315 0 0
EATON VANCE TAX MNGED BUY WR COM 27828X100   16,420 1,265 SH   SOLE   1,265 0 0
EMERSON ELEC CO COM 291011104   761,802 7,827 SH   SOLE   7,827 0 0
ENTEGRIS INC COM 29362U104   6,103,511 50,939 SH   SOLE   50,939 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   181,657 6,894 SH   SOLE   6,894 0 0
EQUINIX INC COM 29444U700   5,098,924 6,331 SH   SOLE   6,331 0 0
EXXON MOBIL CORP COM 30231G102   4,892,796 48,937 SH   SOLE   48,937 0 0
META PLATFORMS INC CL A 30303M102   6,162,798 17,411 SH   SOLE   17,411 0 0
FEDEX CORP COM 31428X106   253 1 SH   SOLE   1 0 0
FOOT LOCKER INC COM 344849104   199,235 6,396 SH   SOLE   6,396 0 0
FORD MTR CO DEL COM 345370860   173,720 14,251 SH   SOLE   14,251 0 0
GABELLI DIVID & INCOME TR COM 36242H104   108 5 SH   SOLE   5 0 0
GENERAC HLDGS INC COM 368736104   6,520,481 50,452 SH   SOLE   50,452 0 0
GENUINE PARTS CO COM 372460105   254,009 1,834 SH   SOLE   1,834 0 0
GERMAN AMERN BANCORP INC COM 373865104   292 9 SH   SOLE   9 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715   5,415 190 SH   SOLE   190 0 0
GLOBAL X FDS INTERNET OF THNG 37954Y780   13,382 379 SH   SOLE   379 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848   87,635 3,089 SH   SOLE   3,089 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,188,557 3,081 SH   SOLE   3,081 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   959 67 SH   SOLE   67 0 0
HERSHEY CO COM 427866108   13,983 75 SH   SOLE   75 0 0
HESS CORP COM 42809H107   171,118 1,187 SH   SOLE   1,187 0 0
INTEL CORP COM 458140100   1,852,657 36,868 SH   SOLE   36,868 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,335,222 8,164 SH   SOLE   8,164 0 0
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621   21,987 1,508 SH   SOLE   1,508 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115   37,788 783 SH   SOLE   783 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP INDL 46138E123   5,651 48 SH   SOLE   48 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP FINL 46138E156   16,278 330 SH   SOLE   330 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP STAP 46138E172   9,965 259 SH   SOLE   259 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP DISC 46138E180   14,576 140 SH   SOLE   140 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP MATL 46138G201   3,453 46 SH   SOLE   46 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP UTIL 46138G409   15,003 277 SH   SOLE   277 0 0
INVESCO EXCH TRADED FD TR II S&P SMALLCAP ENE 46138G474   4,653 89 SH   SOLE   89 0 0
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643   62,801 3,096 SH   SOLE   3,096 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783   1,370,074 70,422 SH   SOLE   70,422 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791   1,323,774 68,589 SH   SOLE   68,589 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825   660,735 32,301 SH   SOLE   32,301 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841   847,836 40,595 SH   SOLE   40,595 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   1,193,164 15,887 SH   SOLE   15,887 0 0
ISHARES SILVER TR ISHARES 46428Q109   34,456 1,582 SH   SOLE   1,582 0 0
JPMORGAN CHASE & CO COM 46625H100   1,304,293 7,667 SH   SOLE   7,667 0 0
JOHNSON & JOHNSON COM 478160104   95,768 611 SH   SOLE   611 0 0
KLA CORP COM NEW 482480100   6,689,310 11,507 SH   SOLE   11,507 0 0
KELLANOVA COM 487836108   224 4 SH   SOLE   4 0 0
KIMBERLY-CLARK CORP COM 494368103   12,151 100 SH   SOLE   100 0 0
LEMONADE INC COM 52567D107   212,464 13,172 SH   SOLE   13,172 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   33,510 2,026 SH   SOLE   2,026 0 0
ELI LILLY & CO COM 532457108   370,737 636 SH   SOLE   636 0 0
LITTELFUSE INC COM 537008104   157,593 589 SH   SOLE   589 0 0
LOCKHEED MARTIN CORP COM 539830109   2,266 5 SH   SOLE   5 0 0
MGP INGREDIENTS INC NEW COM 55303J106   47,487 482 SH   SOLE   482 0 0
MARATHON OIL CORP COM 565849106   1,023,297 42,355 SH   SOLE   42,355 0 0
MARSH & MCLENNAN COS INC COM 571748102   291,973 1,541 SH   SOLE   1,541 0 0
MARTEN TRANS LTD COM 573075108   39,275 1,872 SH   SOLE   1,872 0 0
MCDONALDS CORP COM 580135101   297 1 SH   SOLE   1 0 0
MICROSOFT CORP COM 594918104   5,721,543 15,215 SH   SOLE   15,215 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   4,950,736 15,812 SH   SOLE   15,812 0 0
NETFLIX INC COM 64110L106   487 1 SH   SOLE   1 0 0
NEXTERA ENERGY INC COM 65339F101   214,109 3,525 SH   SOLE   3,525 0 0
NUCOR CORP COM 670346105   5,474,863 31,457 SH   SOLE   31,457 0 0
NVIDIA CORPORATION COM 67066G104   5,555,378 11,218 SH   SOLE   11,218 0 0
OCCIDENTAL PETE CORP COM 674599105   86,580 1,450 SH   SOLE   1,450 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   101,161 1,333 SH   SOLE   1,333 0 0
OTIS WORLDWIDE CORP COM 68902V107   104,769 1,171 SH   SOLE   1,171 0 0
PPG INDS INC COM 693506107   1,228,105 8,212 SH   SOLE   8,212 0 0
PAYPAL HLDGS INC COM 70450Y103   9,396 153 SH   SOLE   153 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   168,602 27,685 SH   SOLE   27,685 0 0
PEPSICO INC COM 713448108   170 1 SH   SOLE   1 0 0
QUALCOMM INC COM 747525103   227,648 1,574 SH   SOLE   1,574 0 0
QURATE RETAIL INC COM SER A 74915M100   32 36 SH   SOLE   36 0 0
RTX CORPORATION COM 75513E101   122,255 1,453 SH   SOLE   1,453 0 0
REGENERON PHARMACEUTICALS COM 75886F107   26,349 30 SH   SOLE   30 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   71,163 3,672 SH   SOLE   3,672 0 0
ROKU INC COM CL A 77543R102   5,558,262 60,640 SH   SOLE   60,640 0 0
SPDR GOLD TR GOLD SHS 78463V107   27,146 142 SH   SOLE   142 0 0
SPDR SER TR BBG CONV SEC ETF 78464A359   11,905 165 SH   SOLE   165 0 0
SALESFORCE INC COM 79466L302   131,570 500 SH   SOLE   500 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   277,303 3,241 SH   SOLE   3,241 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   508 3 SH   SOLE   3 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   812,188 11,275 SH   SOLE   11,275 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,105,250 6,181 SH   SOLE   6,181 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   103,829 1,238 SH   SOLE   1,238 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,348,620 35,867 SH   SOLE   35,867 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   468,289 4,108 SH   SOLE   4,108 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   834,583 4,335 SH   SOLE   4,335 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   956,337 13,161 SH   SOLE   13,161 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   301,431 7,524 SH   SOLE   7,524 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   280,789 4,433 SH   SOLE   4,433 0 0
SHERWIN WILLIAMS CO COM 824348106   46,785 150 SH   SOLE   150 0 0
SIMON PPTY GROUP INC NEW COM 828806109   248,764 1,744 SH   SOLE   1,744 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   122,975 1,656 SH   SOLE   1,656 0 0
SMITH A O CORP COM 831865209   259,686 3,150 SH   SOLE   3,150 0 0
SNDL INC COM 83307B101   448 273 SH   SOLE   273 0 0
STAG INDL INC COM 85254J102   114,404 2,914 SH   SOLE   2,914 0 0
STEEL DYNAMICS INC COM 858119100   66,018 559 SH   SOLE   559 0 0
STERLING INFRASTRUCTURE INC COM 859241101   54,077 615 SH   SOLE   615 0 0
STURM RUGER & CO INC COM 864159108   11,363 250 SH   SOLE   250 0 0
SYNOPSYS INC COM 871607107   1,545 3 SH   SOLE   3 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,552 63 SH   SOLE   63 0 0
TARGET CORP COM 87612E106   3,988 28 SH   SOLE   28 0 0
TESLA INC COM 88160R101   35,284 142 SH   SOLE   142 0 0
TEXAS INSTRS INC COM 882508104   201,825 1,184 SH   SOLE   1,184 0 0
TEXTRON INC COM 883203101   4,492,663 55,865 SH   SOLE   55,865 0 0
3M CO COM 88579Y101   194,152 1,776 SH   SOLE   1,776 0 0
TIMKEN CO COM 887389104   194,043 2,421 SH   SOLE   2,421 0 0
TITAN INTL INC ILL COM 88830M102   110,052 7,396 SH   SOLE   7,396 0 0
TOYOTA MOTOR CORP ADS 892331307   367 2 SH   SOLE   2 0 0
TREX CO INC COM 89531P105   4,967 60 SH   SOLE   60 0 0
UNITED AIRLS HLDGS INC COM 910047109   2,104 51 SH   SOLE   51 0 0
UNITY SOFTWARE INC COM 91332U101   12,267 300 SH   SOLE   300 0 0
V F CORP COM 918204108   129,212 6,873 SH   SOLE   6,873 0 0
VALERO ENERGY CORP COM 91913Y100   20,410 157 SH   SOLE   157 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   52,717 1,700 SH   SOLE   1,700 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   151 4 SH   SOLE   4 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   5,287,536 12,995 SH   SOLE   12,995 0 0
WK KELLOGG CO COM SHS 92942W107   13 1 SH   SOLE   1 0 0
WALMART INC COM 931142103   315 2 SH   SOLE   2 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,553,597 59,502 SH   SOLE   59,502 0 0
WASTE MGMT INC DEL COM 94106L109   13,253 74 SH   SOLE   74 0 0
WELLS FARGO CO NEW COM 949746101   65,364 1,328 SH   SOLE   1,328 0 0
ZIMVIE INC COM 98888T107   160 9 SH   SOLE   9 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   5,255,395 90,829 SH   SOLE   90,829 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   11,683 96 SH   SOLE   96 0 0
ZOMEDICA CORP COM 98980M109   68 340 SH   SOLE   340 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   1,804 90 SH   SOLE   90 0 0
GARMIN LTD SHS H2906T109   209,777 1,632 SH   SOLE   1,632 0 0
CNH INDL N V SHS N20944109   3,703 304 SH   SOLE   304 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   25,898 200 SH   SOLE   200 0 0