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 SYSTEMS INCORPORATED COM 00724F101   12,502,496 25,568 SH   SOLE   0 0 25,568
ADVANCED MICRO DEVICES INC COM 007903107   14,505,983 127,346 SH   SOLE   0 0 127,346
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,146,979 37,756 SH   SOLE   0 0 37,756
ALPHABET INC CAP STK CL C 02079K107   19,694,279 162,803 SH   SOLE   0 0 162,803
AMAZON COM INC COM 023135106   12,752,337 97,824 SH   SOLE   0 0 97,824
APPLE INC COM 037833100   24,806,502 127,888 SH   SOLE   0 0 127,888
BAKER HUGHES COMPANY CL A 05722G100   15,369,920 486,236 SH   SOLE   0 0 486,236
BANK AMERICA CORP COM 060505104   6,208,035 216,383 SH   SOLE   0 0 216,383
BLOCK INC CL A 852234103   3,322,309 49,907 SH   SOLE   0 0 49,907
BOEING CO COM 097023105   13,616,019 64,482 SH   SOLE   0 0 64,482
CF INDS HLDGS INC COM 125269100   8,357,127 120,385 SH   SOLE   0 0 120,385
CHEVRON CORP NEW COM 166764100   16,961,997 107,798 SH   SOLE   0 0 107,798
CISCO SYS INC COM 17275R102   6,806,744 131,557 SH   SOLE   0 0 131,557
CLOUDFLARE INC CL A COM 18915M107   12,440,630 190,311 SH   SOLE   0 0 190,311
COCA COLA CO COM 191216100   5,621,498 93,349 SH   SOLE   0 0 93,349
CONOCOPHILLIPS COM 20825C104   8,664,179 83,623 SH   SOLE   0 0 83,623
CROWN CASTLE INC COM 22822V101   5,257,078 46,139 SH   SOLE   0 0 46,139
CYBERARK SOFTWARE LTD SHS M2682V108   6,574,771 42,057 SH   SOLE   0 0 42,057
DESKTOP METAL INC COM CL A 25058X105   931,109 526,050 SH   SOLE   0 0 526,050
DEVON ENERGY CORP NEW COM 25179M103   9,472,320 195,952 SH   SOLE   0 0 195,952
DIAMONDBACK ENERGY INC COM 25278X109   12,936,596 98,482 SH   SOLE   0 0 98,482
DISNEY WALT CO COM 254687106   9,871,658 110,570 SH   SOLE   0 0 110,570
EMCOR GROUP INC COM 29084Q100   5,899,102 31,925 SH   SOLE   0 0 31,925
ENPHASE ENERGY INC COM 29355A107   6,990,615 41,740 SH   SOLE   0 0 41,740
EOG RES INC COM 26875P101   6,197,155 54,152 SH   SOLE   0 0 54,152
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707   1,194,327 20,395 SH   SOLE   0 0 20,395
EXXON MOBIL CORP COM 30231G102   311,347 2,903 SH   SOLE   0 0 2,903
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   4,165,867 27,203 SH   SOLE   0 0 27,203
FORTINET INC COM 34959E109   17,242,684 228,108 SH   SOLE   0 0 228,108
FREEPORT-MCMORAN INC CL B 35671D857   9,317,000 232,925 SH   SOLE   0 0 232,925
GILEAD SCIENCES INC COM 375558103   5,267,147 68,342 SH   SOLE   0 0 68,342
GOLDMAN SACHS GROUP INC COM 38141G104   7,500,990 23,256 SH   SOLE   0 0 23,256
GRANITE CONSTR INC COM 387328107   11,529,406 289,829 SH   SOLE   0 0 289,829
INTERNATIONAL BUSINESS MACHS COM 459200101   9,966,740 74,484 SH   SOLE   0 0 74,484
INTUITIVE SURGICAL INC COM NEW 46120E602   17,243,350 50,428 SH   SOLE   0 0 50,428
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   338,102 4,734 SH   SOLE   0 0 4,734
INVESCO QQQ TR UNIT SER 1 46090E103   1,199,877 3,248 SH   SOLE   0 0 3,248
ISHARES TR RUS 1000 GRW ETF 464287614   424,603 1,543 SH   SOLE   0 0 1,543
ISHARES TR CORE S&P US GWT 464287671   469,160 4,805 SH   SOLE   0 0 4,805
ISHARES TR RUSSELL 2000 ETF 464287655   287,459 1,535 SH   SOLE   0 0 1,535
JOHNSON & JOHNSON COM 478160104   807,039 4,876 SH   SOLE   0 0 4,876
JOHNSON CTLS INTL PLC SHS G51502105   8,461,012 124,171 SH   SOLE   0 0 124,171
JPMORGAN CHASE & CO COM 46625H100   6,361,774 43,742 SH   SOLE   0 0 43,742
LOWES COS INC COM 548661107   6,284,842 27,846 SH   SOLE   0 0 27,846
MEDICAL PPTYS TRUST INC COM 58463J304   170,384 18,400 SH   SOLE   0 0 18,400
MEDTRONIC PLC SHS G5960L103   8,975,804 101,882 SH   SOLE   0 0 101,882
MGM RESORTS INTERNATIONAL COM 552953101   5,508,754 125,427 SH   SOLE   0 0 125,427
MICROSOFT CORP COM 594918104   20,826,173 61,156 SH   SOLE   0 0 61,156
NORTHROP GRUMMAN CORP COM 666807102   672,761 1,476 SH   SOLE   0 0 1,476
NVIDIA CORPORATION COM 67066G104   30,470,180 72,030 SH   SOLE   0 0 72,030
OKTA INC CL A 679295105   3,473,880 50,092 SH   SOLE   0 0 50,092
OMEGA HEALTHCARE INVS INC COM 681936100   8,974,369 292,420 SH   SOLE   0 0 292,420
PAYPAL HLDGS INC COM 70450Y103   4,634,358 69,449 SH   SOLE   0 0 69,449
PHILLIPS 66 COM 718546104   8,160,331 85,556 SH   SOLE   0 0 85,556
QUANTA SVCS INC COM 74762E102   18,035,878 91,809 SH   SOLE   0 0 91,809
RAYTHEON TECHNOLOGIES CORP COM 75513E101   12,474,308 127,341 SH   SOLE   0 0 127,341
SALESFORCE INC COM 79466L302   7,893,941 37,366 SH   SOLE   0 0 37,366
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   558,675 4,209 SH   SOLE   0 0 4,209
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   621,006 18,422 SH   SOLE   0 0 18,422
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   222,152 2,070 SH   SOLE   0 0 2,070
SELECT SECTOR SPDR TR ENERGY 81369Y506   514,814 6,342 SH   SOLE   0 0 6,342
SERVICE PPTYS TR COM SH BEN INT 81761L102   7,015,680 807,328 SH   SOLE   0 0 807,328
SERVICENOW INC COM 81762P102   11,423,164 20,327 SH   SOLE   0 0 20,327
SHAKE SHACK INC CL A 819047101   9,387,255 120,783 SH   SOLE   0 0 120,783
SNOWFLAKE INC CL A 833445109   333,306 1,894 SH   SOLE   0 0 1,894
SPDR GOLD TR GOLD SHS 78463V107   662,808 3,718 SH   SOLE   0 0 3,718
SPDR S&P 500 ETF TR TR UNIT 78462F103   315,172 711 SH   SOLE   0 0 711
SPDR SER TR S&P BIOTECH 78464A870   1,923,584 23,120 SH   SOLE   0 0 23,120
SPDR SER TR S&P KENSHO NEW 78468R648   312,512 7,007 SH   SOLE   0 0 7,007
STARBUCKS CORP COM 855244109   9,062,405 91,484 SH   SOLE   0 0 91,484
STRATASYS LTD SHS M85548101   5,715,949 321,844 SH   SOLE   0 0 321,844
TARGET CORP COM 87612E106   5,740,024 43,518 SH   SOLE   0 0 43,518
TESLA INC COM 88160R101   418,047 1,597 SH   SOLE   0 0 1,597
UGI CORP NEW COM 902681105   4,499,405 166,830 SH   SOLE   0 0 166,830
VANECK ETF TRUST OIL SERVICES ETF 92189H607   13,281,943 46,182 SH   SOLE   0 0 46,182
VANGUARD INDEX FDS VALUE ETF 922908744   622,824 4,383 SH   SOLE   0 0 4,383
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   394,102 2,648 SH   SOLE   0 0 2,648
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,570,043 9,666 SH   SOLE   0 0 9,666
VANGUARD WORLD FDS COMM SRVC ETF 92204A884   200,265 1,884 SH   SOLE   0 0 1,884
VERIZON COMMUNICATIONS INC COM 92343V104   4,653,450 125,126 SH   SOLE   0 0 125,126
VISA INC COM CL A 92826C839   208,745 879 SH   SOLE   0 0 879
WISDOMTREE TR EMG MKTS SMCAP 97717W281   448,234 9,633 SH   SOLE   0 0 9,633
XYLEM INC COM 98419M100   11,106,697 98,621 SH   SOLE   0 0 98,621