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
ABBVIE INC COM 00287Y109   747,156 4,103 SH   SOLE   4,103 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   20,512,744 1,023,079 SH   SOLE   1,023,079 0 0
ALPHABET INC CAP STK CL C 02079K107   567,778 3,729 SH   SOLE   3,729 0 0
ALPHABET INC CAP STK CL A 02079K305   6,751,099 44,730 SH   SOLE   44,730 0 0
ALTRIA GROUP INC COM 02209S103   245,300 5,500 SH   SOLE   5,500 0 0
AMAZON COM INC COM 023135106   8,494,149 47,090 SH   SOLE   47,090 0 0
APPLE INC COM 037833100   15,628,775 91,140 SH   SOLE   91,140 0 0
BLACKSTONE INC COM 09260D107   552,017 4,202 SH   SOLE   4,202 0 0
BROADCOM INC COM 11135F101   280,987 212 SH   SOLE   212 0 0
CALUMET SPECIALTY PRODS PART UT LTD PARTNER 131476103   5,068,776 341,102 SH   SOLE   341,102 0 0
CAMECO CORP COM 13321L108   11,984,911 276,660 SH   SOLE   276,660 0 0
CATERPILLAR INC COM 149123101   732,860 2,000 SH   SOLE   2,000 0 0
CENOVUS ENERGY INC COM 15135U109   23,549,073 1,178,040 SH   SOLE   1,178,040 0 0
COCA COLA CO COM 191216100   505,653 8,200 SH   SOLE   8,200 0 0
COUPANG INC CL A 22266T109   9,382,588 527,408 SH   SOLE   527,408 0 0
DANAHER CORPORATION COM 235851102   624,975 2,500 SH   SOLE   2,500 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100   10,900 10,000 SH   SOLE   10,000 0 0
DLOCAL LTD CLASS A COM G29018101   3,834,995 260,884 SH   SOLE   260,884 0 0
DOORDASH INC CL A 25809K105   4,061,363 29,490 SH   SOLE   29,490 0 0
DOUBLELINE ETF TRUST OPPORTUNISTIC BD 25861R105   849,239 18,510 SH   SOLE   18,510 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,855,264 84,899 SH   SOLE   84,899 0 0
ETF SER SOLUTIONS APTUS DRAWDOWN 26922A784   5,606,647 133,523 SH   SOLE   133,523 0 0
ETF SER SOLUTIONS APTUS COLLRD INV 26922A222   12,994,148 360,630 SH   SOLE   360,630 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   61,753 13,877 SH   SOLE   13,877 0 0
EXTREME NETWORKS COM 30226D106   173,100 15,000 SH   SOLE   15,000 0 0
FEDEX CORP COM 31428X106   291,000 1,000 SH   SOLE   1,000 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   16,590,130 391,000 SH   SOLE   391,000 0 0
GLOBALSTAR INC COM 378973408   23,370 15,898 SH   SOLE   15,898 0 0
GLOBE LIFE INC COM 37959E102   2,132,015 18,321 SH   SOLE   18,321 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   10,290,830 665,212 SH   SOLE   665,212 0 0
INTEL CORP COM 458140100   756,897 17,136 SH   SOLE   17,136 0 0
INVESCO ACTIVELY MANAGED ETF AAA CLO FLTNG RT 46090A721   820,872 32,057 SH   SOLE   32,057 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103   501,550 21,835 SH   SOLE   21,835 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,417,677 3,188 SH   SOLE   3,188 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   1,114,590 5,300 SH   SOLE   5,300 0 0
ISHARES TR EXPANDED TECH 464287515   1,180,187 13,840 SH   SOLE   13,840 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   3,165,988 180,604 SH   SOLE   180,604 0 0
KLAVIYO INC COM SER A 49845K101   5,271,863 206,902 SH   SOLE   206,902 0 0
KRANESHARES TRUST CALIFORNIA CARB 500767553   919,665 32,100 SH   SOLE   32,100 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   6,395,107 454,844 SH   SOLE   454,844 0 0
MASTERCARD INCORPORATED CL A 57636Q104   353,472 734 SH   SOLE   734 0 0
MATTERPORT INC COM CL A 577096100   40,040 17,717 SH   SOLE   17,717 0 0
MCDONALDS CORP COM 580135101   422,925 1,500 SH   SOLE   1,500 0 0
MERCADOLIBRE INC COM 58733R102   8,601,540 5,689 SH   SOLE   5,689 0 0
META PLATFORMS INC CL A 30303M102   506,946 1,044 SH   SOLE   1,044 0 0
MICROSOFT CORP COM 594918104   7,305,803 17,365 SH   SOLE   17,365 0 0
MONDAY COM LTD SHS M7S64H106   5,857,487 25,933 SH   SOLE   25,933 0 0
NORFOLK SOUTHN CORP COM 655844108   709,048 2,782 SH   SOLE   2,782 0 0
NUCOR CORP COM 670346105   793,760 4,000 SH   SOLE   4,000 0 0
NVIDIA CORPORATION COM 67066G104   1,751,099 1,938 SH   SOLE   1,938 0 0
PHILIP MORRIS INTL INC COM 718172109   249,026 2,680 SH   SOLE   2,680 0 0
PROCTER AND GAMBLE CO COM 742718109   715,198 4,408 SH   SOLE   4,408 0 0
PROSHARES TR LARGE CAP CRE 74347R248   400,861 6,600 SH   SOLE   6,600 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467   1,313,143 12,948 SH   SOLE   12,948 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   578,788 58,053 SH   SOLE   58,053 0 0
ROBLOX CORP CL A 771049103   1,298,120 34,000 SH   SOLE   34,000 0 0
RTX CORPORATION COM 75513E101   455,368 4,669 SH   SOLE   4,669 0 0
SALESFORCE INC COM 79466L302   881,820 2,924 SH   SOLE   2,924 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,390,794 25,323 SH   SOLE   25,323 0 0
SENTINELONE INC CL A 81730H109   5,277,384 226,400 SH   SOLE   226,400 0 0
SERIES PORTFOLIOS TR PANAGRAM AAA 81752T486   9,076,589 355,874 SH   SOLE   355,874 0 0
SERIES PORTFOLIOS TR PANAGRAM BBB B 81752T528   50,003,082 1,866,134 SH   SOLE   1,866,134 0 0
SOUTHERN CO COM 842587107   387,396 5,400 SH   SOLE   5,400 0 0
SPDR GOLD TR GOLD SHS 78463V107   283,276 1,377 SH   SOLE   1,377 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   8,520,633 16,240 SH   SOLE   16,240 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   1,073,820 6,931 SH   SOLE   6,931 0 0
SUNCOR ENERGY INC NEW COM 867224107   5,038,215 136,500 SH   SOLE   136,500 0 0
TESLA INC COM 88160R101   3,217,836 18,305 SH   SOLE   18,305 0 0
UBER TECHNOLOGIES INC COM 90353T100   991,169 12,874 SH   SOLE   12,874 0 0
ULTA BEAUTY INC COM 90384S303   412,029 788 SH   SOLE   788 0 0
UNITED STS COMMODITY INDEX F CM REP COPP FD 911718104   10,927,200 435,000 SH   SOLE   435,000 0 0
UNITI GROUP INC COM 91325V108   2,426,988 401,155 SH   SOLE   401,155 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   640,134 2,463 SH   SOLE   2,463 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,496,556 8,195 SH   SOLE   8,195 0 0
WASTE MGMT INC DEL COM 94106L109   1,065,750 5,000 SH   SOLE   5,000 0 0
WM TECHNOLOGY INC COM 92971A109   41,895 31,500 SH   SOLE   31,500 0 0
ZSCALER INC COM 98980G102   5,220,273 27,100 SH   SOLE   27,100 0 0