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   603,259 3,719 SH   SOLE NONE 0 0 3,719
ALASKA AIR GROUP INC COM 011659109   5,900,905 146,062 SH   SOLE NONE 0 0 146,062
ALPHABET INC CAP STK CL A 02079K305   3,642,089 19,995 SH   SOLE NONE 0 0 19,995
AMAZON COM INC COM 023135106   6,907,915 35,746 SH   SOLE NONE 0 0 35,746
APPLE INC COM 037833100   1,357,235 6,444 SH   SOLE NONE 0 0 6,444
BANK AMERICA CORP COM 060505104   6,396,806 160,845 SH   SOLE NONE 0 0 160,845
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   264,420 650 SH   SOLE NONE 0 0 650
BOEING CO COM 097023105   4,542,242 24,956 SH   SOLE NONE 0 0 24,956
CANTALOUPE INC COM 138103106   4,526,412 685,820 SH   SOLE NONE 0 0 685,820
CBOE GLOBAL MKTS INC COM 12503M108   3,395,588 19,967 SH   SOLE NONE 0 0 19,967
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   1,171,256 775,666 SH   SOLE NONE 0 0 775,666
CLEVELAND-CLIFFS INC NEW COM 185899101   5,269,244 342,381 SH   SOLE NONE 0 0 342,381
CME GROUP INC COM 12572Q105   4,174,015 21,231 SH   SOLE NONE 0 0 21,231
COSTCO WHSL CORP NEW COM 22160K105   8,758,297 10,304 SH   SOLE NONE 0 0 10,304
CROWDSTRIKE HLDGS INC CL A 22788C105   3,583,593 9,352 SH   SOLE NONE 0 0 9,352
DARLING INGREDIENTS INC COM 237266101   5,005,828 136,213 SH   SOLE NONE 0 0 136,213
DEVON ENERGY CORP NEW COM 25179M103   1,555,052 32,807 SH   SOLE NONE 0 0 32,807
DYCOM INDS INC COM 267475101   6,433,806 38,124 SH   SOLE NONE 0 0 38,124
ENERGY VAULT HOLDINGS INC COM 29280W109   442,072 465,535 SH   SOLE NONE 0 0 465,535
EQT CORP COM 26884L109   2,638,671 71,354 SH   SOLE NONE 0 0 71,354
FIVE9 INC COM 338307101   2,290,730 51,944 SH   SOLE NONE 0 0 51,944
FORD MTR CO DEL COM 345370860   5,160,398 411,515 SH   SOLE NONE 0 0 411,515
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   6,944,386 89,122 SH   SOLE NONE 0 0 89,122
GE VERNOVA INC COM 36828A101   5,128,835 29,904 SH   SOLE NONE 0 0 29,904
GENERAC HLDGS INC COM 368736104   1,230,968 9,310 SH   SOLE NONE 0 0 9,310
GRANITE CONSTR INC COM 387328107   6,488,507 104,704 SH   SOLE NONE 0 0 104,704
IDACORP INC COM 451107106   3,109,161 33,378 SH   SOLE NONE 0 0 33,378
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,681,912 34,202 SH   SOLE NONE 0 0 34,202
INVESCO QQQ TR UNIT SER 1 46090E103   1,548,004 3,231 SH   SOLE NONE 0 0 3,231
ISHARES TR CORE US AGGBD ET 464287226   9,983,650 102,850 SH   SOLE NONE 0 0 102,850
ISHARES TR ISHS 1-5YR INVS 464288646   1,609,961 31,420 SH   SOLE NONE 0 0 31,420
LANDSEA HOMES CORP COM 51509P103   6,147,843 668,971 SH   SOLE NONE 0 0 668,971
LENNAR CORP CL A 526057104   2,087,389 13,928 SH   SOLE NONE 0 0 13,928
MACYS INC COM 55616P104   2,472,902 128,797 SH   SOLE NONE 0 0 128,797
MARVELL TECHNOLOGY INC COM 573874104   1,388,214 19,860 SH   SOLE NONE 0 0 19,860
MASTEC INC COM 576323109   6,894,329 64,439 SH   SOLE NONE 0 0 64,439
MEDTRONIC PLC SHS G5960L103   3,483,154 44,253 SH   SOLE NONE 0 0 44,253
MERCK & CO INC COM 58933Y105   1,297,672 10,482 SH   SOLE NONE 0 0 10,482
MICRON TECHNOLOGY INC COM 595112103   5,339,855 40,598 SH   SOLE NONE 0 0 40,598
MICROSOFT CORP COM 594918104   11,609,079 25,974 SH   SOLE NONE 0 0 25,974
NASDAQ INC COM 631103108   2,802,331 46,504 SH   SOLE NONE 0 0 46,504
NEURONETICS INC COM 64131A105   2,294,172 1,274,540 SH   SOLE NONE 0 0 1,274,540
NLIGHT INC COM 65487K100   2,651,268 242,568 SH   SOLE NONE 0 0 242,568
NORTHWEST NAT HLDG CO COM 66765N105   3,241,956 89,780 SH   SOLE NONE 0 0 89,780
NORTHWESTERN ENERGY GROUP IN COM NEW 668074305   5,699,054 113,799 SH   SOLE NONE 0 0 113,799
PACCAR INC COM 693718108   36,244,042 352,089 SH   SOLE NONE 0 0 352,089
PNM RES INC COM 69349H107   4,952,270 133,990 SH   SOLE NONE 0 0 133,990
QUALCOMM INC COM 747525103   1,055,256 5,298 SH   SOLE NONE 0 0 5,298
SPDR S&P 500 ETF TR TR UNIT 78462F103   12,944,273 23,785 SH   SOLE NONE 0 0 23,785
TENABLE HLDGS INC COM 88025T102   4,938,442 113,319 SH   SOLE NONE 0 0 113,319
UBER TECHNOLOGIES INC COM 90353T100   5,553,988 76,417 SH   SOLE NONE 0 0 76,417
VANECK ETF TRUST GOLD MINERS ETF 92189F106   5,140,768 151,511 SH   SOLE NONE 0 0 151,511
VERICEL CORP COM 92346J108   5,797,213 126,356 SH   SOLE NONE 0 0 126,356
VIKING THERAPEUTICS INC COM 92686J106   2,103,967 39,690 SH   SOLE NONE 0 0 39,690
WASHINGTON FED INC COM 938824109   7,160,690 250,549 SH   SOLE NONE 0 0 250,549
ZILLOW GROUP INC CL C CAP STK 98954M200   231,950 5,000 SH   SOLE NONE 0 0 5,000
ZSCALER INC COM 98980G102   1,636,306 8,514 SH   SOLE NONE 0 0 8,514
ZUMIEZ INC COM 989817101   220,864 11,338 SH   SOLE NONE 0 0 11,338