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   11,463,062 22,481 SH   SOLE   0 0 22,481
ADVANCED MICRO DEVICES INC COM 007903107   13,102,970 127,436 SH   SOLE   0 0 127,436
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,224,403 37,173 SH   SOLE   0 0 37,173
ALPHABET INC CAP STK CL C 02079K107   21,373,281 162,103 SH   SOLE   0 0 162,103
AMAZON COM INC COM 023135106   12,375,640 97,354 SH   SOLE   0 0 97,354
APPLE INC COM 037833100   21,843,716 127,584 SH   SOLE   0 0 127,584
BAKER HUGHES COMPANY CL A 05722G100   17,080,540 483,594 SH   SOLE   0 0 483,594
BANK AMERICA CORP COM 060505104   5,946,230 217,174 SH   SOLE   0 0 217,174
BLOCK INC CL A 852234103   2,207,335 49,872 SH   SOLE   0 0 49,872
BOEING CO COM 097023105   12,493,702 65,180 SH   SOLE   0 0 65,180
CF INDS HLDGS INC COM 125269100   10,341,273 120,612 SH   SOLE   0 0 120,612
CHEVRON CORP NEW COM 166764100   18,179,409 107,813 SH   SOLE   0 0 107,813
CISCO SYS INC COM 17275R102   7,062,543 131,372 SH   SOLE   0 0 131,372
CLOUDFLARE INC CL A COM 18915M107   12,022,989 190,720 SH   SOLE   0 0 190,720
COCA COLA CO COM 191216100   5,187,575 92,668 SH   SOLE   0 0 92,668
COMPASS MINERALS INTL INC COM 20451N101   525,181 18,790 SH   SOLE   0 0 18,790
CONOCOPHILLIPS COM 20825C104   10,033,370 83,751 SH   SOLE   0 0 83,751
CYBERARK SOFTWARE LTD SHS M2682V108   6,846,732 41,807 SH   SOLE   0 0 41,807
DESKTOP METAL INC COM CL A 25058X105   646,853 443,050 SH   SOLE   0 0 443,050
DEVON ENERGY CORP NEW COM 25179M103   11,815,529 247,705 SH   SOLE   0 0 247,705
DIAMONDBACK ENERGY INC COM 25278X109   15,208,596 98,196 SH   SOLE   0 0 98,196
DISNEY WALT CO COM 254687106   8,965,723 110,620 SH   SOLE   0 0 110,620
ENPHASE ENERGY INC COM 29355A107   5,502,029 45,793 SH   SOLE   0 0 45,793
EOG RES INC COM 26875P101   6,895,237 54,396 SH   SOLE   0 0 54,396
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707   1,039,175 20,635 SH   SOLE   0 0 20,635
EXXON MOBIL CORP COM 30231G102   426,463 3,627 SH   SOLE   0 0 3,627
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   3,929,923 26,853 SH   SOLE   0 0 26,853
FORTINET INC COM 34959E109   11,953,116 203,700 SH   SOLE   0 0 203,700
FREEPORT-MCMORAN INC CL B 35671D857   8,827,475 236,725 SH   SOLE   0 0 236,725
GILEAD SCIENCES INC COM 375558103   5,227,168 69,751 SH   SOLE   0 0 69,751
GOLDMAN SACHS GROUP INC COM 38141G104   7,558,595 23,360 SH   SOLE   0 0 23,360
GRANITE CONSTR INC COM 387328107   11,011,323 289,619 SH   SOLE   0 0 289,619
INTERNATIONAL BUSINESS MACHS COM 459200101   10,425,169 74,306 SH   SOLE   0 0 74,306
INTUITIVE SURGICAL INC COM NEW 46120E602   14,850,378 50,807 SH   SOLE   0 0 50,807
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   242,584 4,684 SH   SOLE   0 0 4,684
INVESCO QQQ TR UNIT SER 1 46090E103   1,157,929 3,232 SH   SOLE   0 0 3,232
ISHARES TR RUSSELL 2000 ETF 464287655   271,119 1,534 SH   SOLE   0 0 1,534
ISHARES TR CORE S&P US GWT 464287671   450,917 4,755 SH   SOLE   0 0 4,755
ISHARES TR RUS 1000 GRW ETF 464287614   455,641 1,713 SH   SOLE   0 0 1,713
JOHNSON & JOHNSON COM 478160104   759,403 4,876 SH   SOLE   0 0 4,876
JOHNSON CTLS INTL PLC SHS G51502105   8,769,008 164,800 SH   SOLE   0 0 164,800
JPMORGAN CHASE & CO COM 46625H100   6,334,701 43,682 SH   SOLE   0 0 43,682
LOWES COS INC COM 548661107   5,808,297 27,946 SH   SOLE   0 0 27,946
MEDICAL PPTYS TRUST INC COM 58463J304   108,728 19,950 SH   SOLE   0 0 19,950
MEDTRONIC PLC SHS G5960L103   8,121,936 103,649 SH   SOLE   0 0 103,649
MICROSOFT CORP COM 594918104   19,183,808 60,756 SH   SOLE   0 0 60,756
NORTHROP GRUMMAN CORP COM 666807102   649,720 1,476 SH   SOLE   0 0 1,476
NVIDIA CORPORATION COM 67066G104   29,148,731 67,010 SH   SOLE   0 0 67,010
OKTA INC CL A 679295105   4,006,217 49,150 SH   SOLE   0 0 49,150
OMEGA HEALTHCARE INVS INC COM 681936100   6,340,125 191,198 SH   SOLE   0 0 191,198
PAYPAL HLDGS INC COM 70450Y103   4,307,122 73,676 SH   SOLE   0 0 73,676
PHILLIPS 66 COM 718546104   9,089,348 75,650 SH   SOLE   0 0 75,650
QUANTA SVCS INC COM 74762E102   15,079,151 80,607 SH   SOLE   0 0 80,607
RTX CORPORATION COM 75513E101   9,258,641 128,646 SH   SOLE   0 0 128,646
SALESFORCE INC COM 79466L302   5,947,335 29,329 SH   SOLE   0 0 29,329
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   538,706 4,184 SH   SOLE   0 0 4,184
SELECT SECTOR SPDR TR INDL 81369Y704   232,160 2,290 SH   SOLE   0 0 2,290
SELECT SECTOR SPDR TR ENERGY 81369Y506   584,493 6,466 SH   SOLE   0 0 6,466
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   579,546 17,472 SH   SOLE   0 0 17,472
SERVICE PPTYS TR COM SH BEN INT 81761L102   6,212,251 807,835 SH   SOLE   0 0 807,835
SERVICENOW INC COM 81762P102   11,325,648 20,262 SH   SOLE   0 0 20,262
SHAKE SHACK INC CL A 819047101   6,962,012 119,890 SH   SOLE   0 0 119,890
SNOWFLAKE INC CL A 833445109   516,210 3,379 SH   SOLE   0 0 3,379
SPDR GOLD TR GOLD SHS 78463V107   637,451 3,718 SH   SOLE   0 0 3,718
SPDR S&P 500 ETF TR TR UNIT 78462F103   323,175 756 SH   SOLE   0 0 756
SPDR SER TR S&P BIOTECH 78464A870   1,664,126 22,790 SH   SOLE   0 0 22,790
SPDR SER TR S&P KENSHO NEW 78468R648   277,513 7,007 SH   SOLE   0 0 7,007
STARBUCKS CORP COM 855244109   8,379,042 91,805 SH   SOLE   0 0 91,805
STRATASYS LTD SHS M85548101   5,221,000 383,615 SH   SOLE   0 0 383,615
SUPER MICRO COMPUTER INC COM 86800U104   6,529,727 23,812 SH   SOLE   0 0 23,812
TARGET CORP COM 87612E106   4,923,019 44,524 SH   SOLE   0 0 44,524
TESLA INC COM 88160R101   397,099 1,587 SH   SOLE   0 0 1,587
UGI CORP NEW COM 902681105   4,146,877 180,299 SH   SOLE   0 0 180,299
VANECK ETF TRUST OIL SERVICES ETF 92189H607   15,842,512 45,915 SH   SOLE   0 0 45,915
VANGUARD INDEX FDS VALUE ETF 922908744   604,547 4,383 SH   SOLE   0 0 4,383
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   409,637 2,858 SH   SOLE   0 0 2,858
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,503,804 9,678 SH   SOLE   0 0 9,678
VERIZON COMMUNICATIONS INC COM 92343V104   4,003,782 123,535 SH   SOLE   0 0 123,535
WISDOMTREE TR EMG MKTS SMCAP 97717W281   426,204 9,213 SH   SOLE   0 0 9,213
XYLEM INC COM 98419M100   10,790,150 118,534 SH   SOLE   0 0 118,534