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   382,090 3,719 SH   SOLE NONE 0 0 3,719
ALASKA AIR GROUP INC COM 011659109   8,183,809 166,270 SH   SOLE NONE 0 0 166,270
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,335,502 25,225 SH   SOLE NONE 0 0 25,225
ALLSTATE CORP COM 020002101   3,190,949 15,410 SH   SOLE NONE 0 0 15,410
ALPHABET INC CAP STK CL A 02079K305   2,656,097 17,176 SH   SOLE NONE 0 0 17,176
AMAZON COM INC COM 023135106   5,613,621 29,505 SH   SOLE NONE 0 0 29,505
APPLE INC COM 037833100   1,221,493 5,499 SH   SOLE NONE 0 0 5,499
ARISTA NETWORKS INC COM 040413205   3,077,273 39,717 SH   SOLE NONE 0 0 39,717
BANK AMERICA CORP COM 060505104   5,915,812 141,764 SH   SOLE NONE 0 0 141,764
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   346,177 650 SH   SOLE NONE 0 0 650
BROADCOM INC COM 11135F101   2,747,526 16,410 SH   SOLE NONE 0 0 16,410
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,352,035 33,500 SH   SOLE NONE 0 0 33,500
CANTALOUPE INC COM 138103106   4,787,368 608,306 SH   SOLE NONE 0 0 608,306
CBOE GLOBAL MKTS INC COM 12503M108   3,931,110 17,372 SH   SOLE NONE 0 0 17,372
CLEVELAND-CLIFFS INC NEW COM 185899101   2,886,182 351,117 SH   SOLE NONE 0 0 351,117
CME GROUP INC COM 12572Q105   4,918,742 18,541 SH   SOLE NONE 0 0 18,541
COSTCO WHSL CORP NEW COM 22160K105   6,059,612 6,407 SH   SOLE NONE 0 0 6,407
CROWDSTRIKE HLDGS INC CL A 22788C105   5,200,908 14,751 SH   SOLE NONE 0 0 14,751
DARLING INGREDIENTS INC COM 237266101   5,090,839 162,959 SH   SOLE NONE 0 0 162,959
DEVON ENERGY CORP NEW COM 25179M103   1,226,982 32,807 SH   SOLE NONE 0 0 32,807
DYCOM INDS INC COM 267475101   5,150,768 33,811 SH   SOLE NONE 0 0 33,811
EATON CORP PLC COM G29183103   4,833,409 17,781 SH   SOLE NONE 0 0 17,781
ELI LILLY & CO COM 532457108   7,201,935 8,720 SH   SOLE NONE 0 0 8,720
EQT CORP COM 26884L109   3,278,785 61,366 SH   SOLE NONE 0 0 61,366
FORD MTR CO DEL COM 345370860   8,013,609 798,964 SH   SOLE NONE 0 0 798,964
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   6,522,094 80,809 SH   SOLE NONE 0 0 80,809
GE VERNOVA INC COM 36828A101   6,552,835 21,465 SH   SOLE NONE 0 0 21,465
GENERAC HLDGS INC COM 368736104   1,032,831 8,155 SH   SOLE NONE 0 0 8,155
GRANITE CONSTR INC COM 387328107   5,097,719 67,609 SH   SOLE NONE 0 0 67,609
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,151,195 29,862 SH   SOLE NONE 0 0 29,862
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   4,960,788 28,637 SH   SOLE NONE 0 0 28,637
INVESCO QQQ TR UNIT SER 1 46090E103   1,082,267 2,308 SH   SOLE NONE 0 0 2,308
ISHARES TR CORE US AGGBD ET 464287226   37,962,232 383,767 SH   SOLE NONE 0 0 383,767
ISHARES TR ISHS 1-5YR INVS 464288646   1,645,465 31,420 SH   SOLE NONE 0 0 31,420
LANDSEA HOMES CORP COM 51509P103   4,832,539 752,732 SH   SOLE NONE 0 0 752,732
LENNAR CORP CL A 526057104   5,049,172 43,990 SH   SOLE NONE 0 0 43,990
MARVELL TECHNOLOGY INC COM 573874104   2,100,768 34,120 SH   SOLE NONE 0 0 34,120
MASTEC INC COM 576323109   4,930,531 42,246 SH   SOLE NONE 0 0 42,246
MEDTRONIC PLC SHS G5960L103   3,391,856 37,746 SH   SOLE NONE 0 0 37,746
MERCK & CO INC COM 58933Y105   927,221 10,330 SH   SOLE NONE 0 0 10,330
MICRON TECHNOLOGY INC COM 595112103   2,890,222 33,263 SH   SOLE NONE 0 0 33,263
MICROSOFT CORP COM 594918104   7,852,408 20,918 SH   SOLE NONE 0 0 20,918
NASDAQ INC COM 631103108   3,107,832 40,968 SH   SOLE NONE 0 0 40,968
NLIGHT INC COM 65487K100   3,087,728 397,391 SH   SOLE NONE 0 0 397,391
NORTHWEST NAT HLDG CO COM 66765N105   2,568,839 60,132 SH   SOLE NONE 0 0 60,132
NVIDIA CORPORATION COM 67066G104   2,773,011 25,586 SH   SOLE NONE 0 0 25,586
PACCAR INC COM 693718108   36,113,462 370,889 SH   SOLE NONE 0 0 370,889
QUALCOMM INC COM 747525103   813,826 5,298 SH   SOLE NONE 0 0 5,298
SPDR S&P 500 ETF TR TR UNIT 78462F103   8,185,554 14,633 SH   SOLE NONE 0 0 14,633
TARGA RES CORP COM 87612G101   304,514 1,519 SH   SOLE NONE 0 0 1,519
TENABLE HLDGS INC COM 88025T102   1,940,760 55,482 SH   SOLE NONE 0 0 55,482
UBER TECHNOLOGIES INC COM 90353T100   4,868,287 66,817 SH   SOLE NONE 0 0 66,817
VANECK ETF TRUST GOLD MINERS ETF 92189F106   5,968,791 129,841 SH   SOLE NONE 0 0 129,841
VERICEL CORP COM 92346J108   4,959,290 111,145 SH   SOLE NONE 0 0 111,145
VIKING THERAPEUTICS INC COM 92686J106   2,571,540 106,482 SH   SOLE NONE 0 0 106,482
ZILLOW GROUP INC CL C CAP STK 98954M200   342,800 5,000 SH   SOLE NONE 0 0 5,000
ZSCALER INC COM 98980G102   3,683,866 18,566 SH   SOLE NONE 0 0 18,566