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
ADVANCED MICRO DEVICES INC COM 007903107   548,218 3,719 SH   SOLE NONE 0 0 3,719
ALASKA AIR GROUP INC COM 011659109   5,116,295 130,952 SH   SOLE NONE 0 0 130,952
ALPHABET INC CAP STK CL A 02079K305   2,736,667 19,591 SH   SOLE NONE 0 0 19,591
AMAZON COM INC COM 023135106   5,303,922 34,908 SH   SOLE NONE 0 0 34,908
APPLE INC COM 037833100   3,355,990 17,431 SH   SOLE NONE 0 0 17,431
BANK AMERICA CORP COM 060505104   11,424,029 339,294 SH   SOLE NONE 0 0 339,294
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   231,829 650 SH   SOLE NONE 0 0 650
BOEING CO COM 097023105   3,416,471 13,107 SH   SOLE NONE 0 0 13,107
CANTALOUPE INC COM 138103106   4,928,762 665,150 SH   SOLE NONE 0 0 665,150
CBOE GLOBAL MKTS INC COM 12503M108   3,210,152 17,978 SH   SOLE NONE 0 0 17,978
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   1,782,989 761,961 SH   SOLE NONE 0 0 761,961
CLEVELAND-CLIFFS INC NEW COM 185899101   5,560,427 272,303 SH   SOLE NONE 0 0 272,303
CME GROUP INC COM 12572Q105   3,955,489 18,782 SH   SOLE NONE 0 0 18,782
COSTCO WHSL CORP NEW COM 22160K105   6,737,437 10,207 SH   SOLE NONE 0 0 10,207
CROWDSTRIKE HLDGS INC CL A 22788C105   1,575,835 6,172 SH   SOLE NONE 0 0 6,172
DARLING INGREDIENTS INC COM 237266101   3,657,508 73,385 SH   SOLE NONE 0 0 73,385
DEVON ENERGY CORP NEW COM 25179M103   1,689,373 37,293 SH   SOLE NONE 0 0 37,293
DYCOM INDS INC COM 267475101   4,800,174 41,708 SH   SOLE NONE 0 0 41,708
ENERGY VAULT HOLDINGS INC COM 29280W109   1,929,850 828,262 SH   SOLE NONE 0 0 828,262
EQT CORP COM 26884L109   2,702,914 69,915 SH   SOLE NONE 0 0 69,915
FIVE9 INC COM 338307101   2,917,825 37,080 SH   SOLE NONE 0 0 37,080
FORD MTR CO DEL COM 345370860   6,599,386 541,377 SH   SOLE NONE 0 0 541,377
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   4,300,616 55,621 SH   SOLE NONE 0 0 55,621
GENERAC HLDGS INC COM 368736104   2,426,869 18,778 SH   SOLE NONE 0 0 18,778
GRANITE CONSTR INC COM 387328107   5,218,948 102,614 SH   SOLE NONE 0 0 102,614
IDACORP INC COM 451107106   4,165,917 42,371 SH   SOLE NONE 0 0 42,371
INTERCONTINENTAL EXCHANGE IN COM 45866F104   3,897,594 30,348 SH   SOLE NONE 0 0 30,348
INVESCO QQQ TR UNIT SER 1 46090E103   1,323,159 3,231 SH   SOLE NONE 0 0 3,231
ISHARES TR ISHS 1-5YR INVS 464288646   1,611,061 31,420 SH   SOLE NONE 0 0 31,420
LANDSEA HOMES CORP COM 51509P103   8,613,086 655,486 SH   SOLE NONE 0 0 655,486
LENNAR CORP CL A 526057104   2,718,937 18,243 SH   SOLE NONE 0 0 18,243
MACYS INC COM 55616P104   6,692,174 332,613 SH   SOLE NONE 0 0 332,613
MARVELL TECHNOLOGY INC COM 573874104   1,636,874 27,141 SH   SOLE NONE 0 0 27,141
MASTEC INC COM 576323109   4,807,614 63,492 SH   SOLE NONE 0 0 63,492
MEDTRONIC PLC SHS G5960L103   3,574,221 43,387 SH   SOLE NONE 0 0 43,387
MERCK & CO INC COM 58933Y105   1,142,748 10,482 SH   SOLE NONE 0 0 10,482
MICROSOFT CORP COM 594918104   11,560,222 30,742 SH   SOLE NONE 0 0 30,742
NASDAQ INC COM 631103108   2,330,367 40,082 SH   SOLE NONE 0 0 40,082
NEURONETICS INC COM 64131A105   1,364,981 470,683 SH   SOLE NONE 0 0 470,683
NLIGHT INC COM 65487K100   4,729,401 350,326 SH   SOLE NONE 0 0 350,326
NORTHWEST NAT HLDG CO COM 66765N105   4,455,904 114,430 SH   SOLE NONE 0 0 114,430
PACCAR INC COM 693718108   42,908,387 439,410 SH   SOLE NONE 0 0 439,410
QUALCOMM INC COM 747525103   1,143,734 7,908 SH   SOLE NONE 0 0 7,908
SNOWFLAKE INC CL A 833445109   2,516,753 12,647 SH   SOLE NONE 0 0 12,647
SPDR S&P 500 ETF TR TR UNIT 78462F103   11,102,291 23,358 SH   SOLE NONE 0 0 23,358
SUMMIT MATLS INC CL A 86614U100   5,141,948 133,696 SH   SOLE NONE 0 0 133,696
TENABLE HLDGS INC COM 88025T102   3,972,813 86,253 SH   SOLE NONE 0 0 86,253
UBER TECHNOLOGIES INC COM 90353T100   5,572,516 90,507 SH   SOLE NONE 0 0 90,507
VERICEL CORP COM 92346J108   5,202,906 146,108 SH   SOLE NONE 0 0 146,108
VIKING THERAPEUTICS INC COM 92686J106   4,453,559 239,310 SH   SOLE NONE 0 0 239,310
WASHINGTON FED INC COM 938824109   9,365,815 284,157 SH   SOLE NONE 0 0 284,157
ZILLOW GROUP INC CL C CAP STK 98954M200   289,300 5,000 SH   SOLE NONE 0 0 5,000
ZSCALER INC COM 98980G102   2,183,474 9,855 SH   SOLE NONE 0 0 9,855
ZUMIEZ INC COM 989817101   230,615 11,338 SH   SOLE NONE 0 0 11,338
ZUORA INC COM CL A 98983V106   5,236,627 557,088 SH   SOLE NONE 0 0 557,088