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   13,321,481 22,329 SH   SOLE   0 0 22,329
ADVANCED MICRO DEVICES INC COM 007903107   19,106,695 129,616 SH   SOLE   0 0 129,616
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,432,899 31,388 SH   SOLE   0 0 31,388
ALPHABET INC CAP STK CL C 02079K107   22,995,266 163,168 SH   SOLE   0 0 163,168
AMAZON COM INC COM 023135106   15,050,417 99,055 SH   SOLE   0 0 99,055
APPLE INC COM 037833100   22,589,226 117,328 SH   SOLE   0 0 117,328
BAKER HUGHES COMPANY CL A 05722G100   16,566,499 484,684 SH   SOLE   0 0 484,684
BANK AMERICA CORP COM 060505104   7,446,802 221,170 SH   SOLE   0 0 221,170
BLOCK INC CL A 852234103   3,719,375 48,085 SH   SOLE   0 0 48,085
BOEING CO COM 097023105   17,028,396 65,328 SH   SOLE   0 0 65,328
CF INDS HLDGS INC COM 125269100   9,751,311 122,658 SH   SOLE   0 0 122,658
CHEVRON CORP NEW COM 166764100   16,517,514 110,737 SH   SOLE   0 0 110,737
CISCO SYS INC COM 17275R102   6,790,631 134,415 SH   SOLE   0 0 134,415
CLOUDFLARE INC CL A COM 18915M107   13,810,170 165,868 SH   SOLE   0 0 165,868
COCA COLA CO COM 191216100   5,607,152 95,149 SH   SOLE   0 0 95,149
COMPASS MINERALS INTL INC COM 20451N101   474,497 18,740 SH   SOLE   0 0 18,740
CONOCOPHILLIPS COM 20825C104   9,880,111 85,122 SH   SOLE   0 0 85,122
DESKTOP METAL INC COM CL A 25058X105   230,595 307,050 SH   SOLE   0 0 307,050
DEVON ENERGY CORP NEW COM 25179M103   11,065,114 244,263 SH   SOLE   0 0 244,263
DIAMONDBACK ENERGY INC COM 25278X109   15,284,995 98,562 SH   SOLE   0 0 98,562
DISNEY WALT CO COM 254687106   9,986,404 110,604 SH   SOLE   0 0 110,604
ENPHASE ENERGY INC COM 29355A107   6,421,079 48,593 SH   SOLE   0 0 48,593
EOG RES INC COM 26875P101   6,738,729 55,715 SH   SOLE   0 0 55,715
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707   1,235,384 21,560 SH   SOLE   0 0 21,560
EXXON MOBIL CORP COM 30231G102   362,627 3,627 SH   SOLE   0 0 3,627
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203   4,301,788 27,217 SH   SOLE   0 0 27,217
FORTINET INC COM 34959E109   12,174,708 208,008 SH   SOLE   0 0 208,008
FREEPORT-MCMORAN INC CL B 35671D857   10,435,482 245,137 SH   SOLE   0 0 245,137
GILEAD SCIENCES INC COM 375558103   5,784,955 71,410 SH   SOLE   0 0 71,410
GOLDMAN SACHS GROUP INC COM 38141G104   9,075,625 23,526 SH   SOLE   0 0 23,526
GRANITE CONSTR INC COM 387328107   15,005,288 295,031 SH   SOLE   0 0 295,031
INTERNATIONAL BUSINESS MACHS COM 459200101   9,891,711 60,481 SH   SOLE   0 0 60,481
INTUITIVE SURGICAL INC COM NEW 46120E602   17,291,049 51,254 SH   SOLE   0 0 51,254
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   270,431 5,069 SH   SOLE   0 0 5,069
INVESCO QQQ TR UNIT SER 1 46090E103   1,266,237 3,092 SH   SOLE   0 0 3,092
ISHARES TR RUS 1000 GRW ETF 464287614   541,462 1,786 SH   SOLE   0 0 1,786
ISHARES TR CORE S&P SCP ETF 464287804   380,824 3,518 SH   SOLE   0 0 3,518
ISHARES TR RUSSELL 2000 ETF 464287655   329,967 1,644 SH   SOLE   0 0 1,644
ISHARES TR 7-10 YR TRSY BD 464287440   5,345,693 55,459 SH   SOLE   0 0 55,459
ISHARES TR CORE S&P US GWT 464287671   395,580 3,800 SH   SOLE   0 0 3,800
JOHNSON & JOHNSON COM 478160104   688,054 4,390 SH   SOLE   0 0 4,390
JOHNSON CTLS INTL PLC SHS G51502105   11,329,661 196,559 SH   SOLE   0 0 196,559
JPMORGAN CHASE & CO COM 46625H100   7,535,187 44,299 SH   SOLE   0 0 44,299
LOWES COS INC COM 548661107   6,376,280 28,651 SH   SOLE   0 0 28,651
MEDICAL PPTYS TRUST INC COM 58463J304   107,038 21,800 SH   SOLE   0 0 21,800
MEDTRONIC PLC SHS G5960L103   8,768,445 106,439 SH   SOLE   0 0 106,439
MICROSOFT CORP COM 594918104   22,909,229 60,922 SH   SOLE   0 0 60,922
NORTHROP GRUMMAN CORP COM 666807102   690,975 1,476 SH   SOLE   0 0 1,476
NVIDIA CORPORATION COM 67066G104   32,929,217 66,494 SH   SOLE   0 0 66,494
OKTA INC CL A 679295105   6,995,163 77,269 SH   SOLE   0 0 77,269
OMEGA HEALTHCARE INVS INC COM 681936100   5,937,002 193,640 SH   SOLE   0 0 193,640
PAYPAL HLDGS INC COM 70450Y103   4,599,388 74,896 SH   SOLE   0 0 74,896
PHILLIPS 66 COM 718546104   10,133,818 76,114 SH   SOLE   0 0 76,114
QUANTA SVCS INC COM 74762E102   18,722,376 86,758 SH   SOLE   0 0 86,758
RTX CORPORATION COM 75513E101   13,925,661 165,506 SH   SOLE   0 0 165,506
SALESFORCE INC COM 79466L302   9,656,449 36,697 SH   SOLE   0 0 36,697
SELECT SECTOR SPDR TR ENERGY 81369Y506   543,747 6,486 SH   SOLE   0 0 6,486
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   568,587 15,122 SH   SOLE   0 0 15,122
SELECT SECTOR SPDR TR INDL 81369Y704   282,695 2,480 SH   SOLE   0 0 2,480
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   565,269 4,145 SH   SOLE   0 0 4,145
SERVICE PPTYS TR COM SH BEN INT 81761L102   6,889,175 806,695 SH   SOLE   0 0 806,695
SERVICENOW INC COM 81762P102   12,927,354 18,298 SH   SOLE   0 0 18,298
SHAKE SHACK INC CL A 819047101   8,990,830 121,301 SH   SOLE   0 0 121,301
SNOWFLAKE INC CL A 833445109   728,141 3,659 SH   SOLE   0 0 3,659
SPDR GOLD TR GOLD SHS 78463V107   732,755 3,833 SH   SOLE   0 0 3,833
SPDR S&P 500 ETF TR TR UNIT 78462F103   415,896 875 SH   SOLE   0 0 875
SPDR SER TR S&P BIOTECH 78464A870   2,145,639 24,030 SH   SOLE   0 0 24,030
SPDR SER TR S&P KENSHO NEW 78468R648   338,575 7,250 SH   SOLE   0 0 7,250
STARBUCKS CORP COM 855244109   8,824,279 91,910 SH   SOLE   0 0 91,910
STRATASYS LTD SHS M85548101   6,033,400 422,507 SH   SOLE   0 0 422,507
SUPER MICRO COMPUTER INC COM 86800U104   7,077,221 24,897 SH   SOLE   0 0 24,897
TARGET CORP COM 87612E106   6,516,285 45,754 SH   SOLE   0 0 45,754
TESLA INC COM 88160R101   394,586 1,588 SH   SOLE   0 0 1,588
UGI CORP NEW COM 902681105   5,014,538 203,843 SH   SOLE   0 0 203,843
VANECK ETF TRUST OIL SERVICES ETF 92189H607   14,278,777 46,132 SH   SOLE   0 0 46,132
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   308,080 4,000 SH   SOLE   0 0 4,000
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   469,090 2,853 SH   SOLE   0 0 2,853
VANGUARD INDEX FDS VALUE ETF 922908744   655,109 4,382 SH   SOLE   0 0 4,382
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   327,600 750 SH   SOLE   0 0 750
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,630,525 9,569 SH   SOLE   0 0 9,569
VANGUARD WORLD FDS COMM SRVC ETF 92204A884   228,370 1,940 SH   SOLE   0 0 1,940
VERIZON COMMUNICATIONS INC COM 92343V104   4,658,679 123,572 SH   SOLE   0 0 123,572
VISA INC COM CL A 92826C839   229,108 880 SH   SOLE   0 0 880
WISDOMTREE TR EMG MKTS SMCAP 97717W281   436,961 8,753 SH   SOLE   0 0 8,753
XYLEM INC COM 98419M100   13,729,947 120,059 SH   SOLE   0 0 120,059
ZSCALER INC COM 98980G102   234,632 1,059 SH   SOLE   0 0 1,059