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
ABERCROMBIE & FITCH CO CL A 002896207   1,622,497 10,855 SH   SOLE   10,855 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,035,170 8,570 SH   SOLE   8,570 0 0
AMAZON COM INC COM 023135106   27,869,331 127,031 SH   SOLE   127,031 0 0
AMERIPRISE FINL INC COM 03076C106   1,444,483 2,713 SH   SOLE   2,713 0 0
APPLE INC COM 037833100   813,615 3,249 SH   SOLE   3,249 0 0
ARCHROCK INC COM 03957W106   812,907 32,660 SH   SOLE   32,660 0 0
AT&T INC COM 00206R102   2,829,218 124,252 SH   SOLE   124,252 0 0
BADGER METER INC COM 056525108   2,842,196 13,399 SH   SOLE   13,399 0 0
BOOKING HOLDINGS INC COM 09857L108   1,470,652 296 SH   SOLE   296 0 0
BOSTON SCIENTIFIC CORP COM 101137107   15,937,457 178,431 SH   SOLE   178,431 0 0
BROADCOM INC COM 11135F101   541,115 2,334 SH   SOLE   2,334 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   7,133,930 42,036 SH   SOLE   42,036 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,886,001 9,652 SH   SOLE   9,652 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,549,847 11,398 SH   SOLE   11,398 0 0
COPART INC COM 217204106   2,979,517 51,917 SH   SOLE   51,917 0 0
DECKERS OUTDOOR CORP COM 243537107   381,403 1,878 SH   SOLE   1,878 0 0
EATON CORP PLC SHS G29183103   2,607,834 7,858 SH   SOLE   7,858 0 0
ECOLAB INC COM 278865100   872,608 3,724 SH   SOLE   3,724 0 0
ELI LILLY & CO COM 532457108   745,752 966 SH   SOLE   966 0 0
FAIR ISAAC CORP COM 303250104   3,245,216 1,630 SH   SOLE   1,630 0 0
FEDERAL SIGNAL CORP COM 313855108   998,736 10,810 SH   SOLE   10,810 0 0
GE AEROSPACE COM NEW 369604301   3,750,940 22,489 SH   SOLE   22,489 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259   1,924,640 23,281 SH   SOLE   23,281 0 0
GRAINGER W W INC COM 384802104   2,901,800 2,753 SH   SOLE   2,753 0 0
GREEN BRICK PARTNERS INC COM 392709101   682,682 12,085 SH   SOLE   12,085 0 0
HOWMET AEROSPACE INC COM 443201108   7,480,689 68,398 SH   SOLE   68,398 0 0
HUBBELL INC COM 443510607   794,215 1,896 SH   SOLE   1,896 0 0
IES HLDGS INC COM 44951W106   1,138,237 5,664 SH   SOLE   5,664 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   72,895,774 142,589 SH   SOLE   142,589 0 0
ISHARES SILVER TR ISHARES 46428Q109   317,750 12,068 SH   SOLE   12,068 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   4,791,739 21,686 SH   SOLE   21,686 0 0
ISHARES TR 20 YR TR BD ETF 464287432   4,295,413 49,186 SH   SOLE   49,186 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,126,158 4,698 SH   SOLE   4,698 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   1,167,937 3,785 SH   SOLE   3,785 0 0
MANHATTAN ASSOCIATES INC COM 562750109   639,658 2,367 SH   SOLE   2,367 0 0
META PLATFORMS INC CL A 30303M102   787,511 1,345 SH   SOLE   1,345 0 0
MICROSOFT CORP COM 594918104   5,200,889 12,339 SH   SOLE   12,339 0 0
MOOG INC CL A 615394202   1,216,471 6,180 SH   SOLE   6,180 0 0
NOVO-NORDISK A S ADR 670100205   2,015,363 23,429 SH   SOLE   23,429 0 0
NVIDIA CORPORATION COM 67066G104   480,892 3,581 SH   SOLE   3,581 0 0
PROGRESSIVE CORP COM 743315103   4,140,940 17,282 SH   SOLE   17,282 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   1,206,327 31,252 SH   SOLE   31,252 0 0
QUANTA SVCS INC COM 74762E102   426,035 1,348 SH   SOLE   1,348 0 0
RAYMOND JAMES FINL INC COM 754730109   1,266,095 8,151 SH   SOLE   8,151 0 0
SALESFORCE INC COM 79466L302   5,689,962 17,019 SH   SOLE   17,019 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   25,505,369 263,458 SH   SOLE   263,458 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   2,051,995 42,458 SH   SOLE   42,458 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   6,997,922 30,096 SH   SOLE   30,096 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   2,619,286 11,675 SH   SOLE   11,675 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   642,398 7,244 SH   SOLE   7,244 0 0
SPDR GOLD TR GOLD SHS 78463V107   408,473 1,687 SH   SOLE   1,687 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   14,090,535 24,042 SH   SOLE   24,042 0 0
SPDR SER TR S&P CAP MKTS 78464A771   3,625,366 26,328 SH   SOLE   26,328 0 0
SPDR SER TR AEROSPACE DEF 78464A631   2,288,979 13,804 SH   SOLE   13,804 0 0
SPDR SER TR PORTFOLIO S&P400 78464A847   2,583,556 47,240 SH   SOLE   47,240 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409   3,025,606 34,421 SH   SOLE   34,421 0 0
TESLA INC COM 88160R101   254,823 631 SH   SOLE   631 0 0
TIDAL TR II YIELDMAX AAPL 88634T857   338,881 18,785 SH   SOLE   18,785 0 0
TIDAL TR II YIELDMAX AMZN OP 88634T840   300,509 15,976 SH   SOLE   15,976 0 0
TIDAL TR II YIELDMAX GOOGL 88634T790   312,391 21,079 SH   SOLE   21,079 0 0
TIDAL TR II YIELDMAX META 88634T816   325,088 17,065 SH   SOLE   17,065 0 0
TIDAL TR II YIELDMAX MSFT OP 88634T428   308,151 16,950 SH   SOLE   16,950 0 0
TIDAL TR II YIELDMAX NVDA 88634T774   294,327 12,605 SH   SOLE   12,605 0 0
TIDAL TR II YIELDMAX TSLA OP 88636J444   314,967 22,072 SH   SOLE   22,072 0 0
TRANSDIGM GROUP INC COM 893641100   2,476,265 1,954 SH   SOLE   1,954 0 0
TRI POINTE HOMES INC COM 87265H109   769,002 21,208 SH   SOLE   21,208 0 0
TYLER TECHNOLOGIES INC COM 902252105   911,091 1,580 SH   SOLE   1,580 0 0
UNITED STS OIL FD LP UNITS 91232N207   908,262 12,022 SH   SOLE   12,022 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   5,247,824 21,670 SH   SOLE   21,670 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405   8,114,833 68,729 SH   SOLE   68,729 0 0
VERISK ANALYTICS INC COM 92345Y106   3,605,379 13,090 SH   SOLE   13,090 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,054,480 7,585 SH   SOLE   7,585 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   275,163 2,422 SH   SOLE   2,422 0 0
WINMARK CORP COM 974250102   684,728 1,742 SH   SOLE   1,742 0 0