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
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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 BBG001S5NN36 541,470 3,000 SH   SOLE   3,000 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG001SNX4Y4 2,433,480 28,000 SH   SOLE   28,000 0 0
AIR LEASE CORP CL A 00912X302 BBG001T92VD1 308,640 6,000 SH   SOLE   6,000 0 0
ALLSTATE CORP COM 020002101 BBG001S9BM06 865,050 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 603,720 4,000 SH   SOLE   4,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 BBG001TBMNT5 474,600 10,000 SH   SOLE   10,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,352,850 7,500 SH   SOLE   7,500 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 710,800 2,500 SH   SOLE   2,500 0 0
ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 936,900 45,000 SH   SOLE   45,000 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205 BBG01J1GY084 1,099,912 8,800 SH   SOLE   8,800 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 465,040 8,000 SH   SOLE   8,000 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 505,920 8,000 SH   SOLE   8,000 0 0
COHEN & STEERS LTD DURATION COM 19248C105 BBG002YMSBV0 2,068,240 103,000 SH   SOLE   103,000 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 374,580 1,500 SH   SOLE   1,500 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 247,200 2,000 SH   SOLE   2,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 2,624,530 23,000 SH   SOLE   23,000 0 0
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 1,008,280 7,000 SH   SOLE   7,000 0 0
DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 745,320 1,500 SH   SOLE   1,500 0 0
GARMIN LTD SHS H2906T109 BBG001SG0H12 312,627 2,100 SH   SOLE   2,100 0 0
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 1,002,450 7,500 SH   SOLE   7,500 0 0
GODADDY INC CL A 380237107 BBG006MDLXZ9 237,360 2,000 SH   SOLE   2,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 626,535 1,500 SH   SOLE   1,500 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 1,337,000 7,000 SH   SOLE   7,000 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 BBG00Z3XTNY7 212,400 30,000 SH   SOLE   30,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 381,920 2,000 SH   SOLE   2,000 0 0
INTUIT COM 461202103 BBG001S6TWR2 650,000 1,000 SH   SOLE   1,000 0 0
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 BBG001T0NSB6 891,000 75,000 SH   SOLE   75,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1,693,700 10,000 SH   SOLE   10,000 0 0
ISHARES BITCOIN TR SHS 46438F101 BBG01KYQ6QS5 1,011,750 25,000 SH   SOLE   25,000 0 0
ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 1,611,500 50,000 SH   SOLE   50,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 6,834,750 32,500 SH   SOLE   32,500 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 641,900 35,000 SH   SOLE   35,000 0 0
LIBERTY ENERGY INC COM CL A 53115L104 BBG00GK831C5 207,200 10,000 SH   SOLE   10,000 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 585,975 1,500 SH   SOLE   1,500 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 354,400 5,000 SH   SOLE   5,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 448,550 5,000 SH   SOLE   5,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,356,032 5,600 SH   SOLE   5,600 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 470,800 5,000 SH   SOLE   5,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 354,200 110,000 SH   SOLE   110,000 0 0
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 1,155,600 9,000 SH   SOLE   9,000 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89G5 353,800 10,000 SH   SOLE   10,000 0 0
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 334,998 1,850 SH   SOLE   1,850 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG001SD3148 1,261,507 14,616 SH   SOLE   14,616 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 1,034,100 5,000 SH   SOLE   5,000 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 204,550 8,101 SH   SOLE   8,101 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 322,325 6,546 SH   SOLE   6,546 0 0
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 646,400 4,000 SH   SOLE   4,000 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 BBG001SQDKH2 278,975 2,500 SH   SOLE   2,500 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 519,552 6,400 SH   SOLE   6,400 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 742,450 5,000 SH   SOLE   5,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 581,210 1,000 SH   SOLE   1,000 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 1,224,150 7,500 SH   SOLE   7,500 0 0
VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 BBG001S73GG5 272,100 3,000 SH   SOLE   3,000 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 983,512 2,046 SH   SOLE   2,046 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 548,159 2,398 SH   SOLE   2,398 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 502,879 4,304 SH   SOLE   4,304 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 474,361 8,088 SH   SOLE   8,088 0 0
WALMART INC COM 931142103 BBG001S5XH92 1,805,100 30,000 SH   SOLE   30,000 0 0
WOLFSPEED INC COM 977852102 BBG001S6YWT4 442,500 15,000 SH Call SOLE   15,000 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 385,300 2,500 SH   SOLE   2,500 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 272,750 1,000 SH   SOLE   1,000 0 0