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
AEROVATE THERAPEUTICS INC COM 008064107   512 204 SH   SOLE 204 0 0 0
AIRBNB INC COM CL A 009066101   399,594 3,345 SH   SOLE 3,345 0 0 0
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664   394,254 5,491 SH   SOLE 5,491 0 0 0
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664   536,418 7,471 SH   SOLE 7,471 0 0 0
AXON ENTERPRISE INC COM 05464C101   218,269 415 SH   SOLE 415 0 0 0
BADGER METER INC COM 056525108   440,239 2,314 SH   SOLE 2,314 0 0 0
BELDEN INC COM 077454106   466,463 4,653 SH   SOLE 4,653 0 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   601,786 8,082 SH   SOLE 8,082 0 0 0
BOISE CASCADE CO DEL COM 09739D100   399,226 4,070 SH   SOLE 4,070 0 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   349,957 2,801 SH   SOLE 2,801 0 0 0
CADRE HLDGS INC COM 12763L105   358,547 12,109 SH   SOLE 12,109 0 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   508,278 8,017 SH   SOLE 8,017 0 0 0
CBOE GLOBAL MKTS INC COM 12503M108   757,619 3,348 SH   SOLE 3,348 0 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   328,250 16,894 SH   SOLE 16,894 0 0 0
CENOVUS ENERGY INC COM 15135U109   611,511 43,962 SH   SOLE 43,962 0 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   437,025 722,356 SH   SOLE 722,356 0 0 0
CLEAN HARBORS INC COM 184496107   554,048 2,811 SH   SOLE 2,811 0 0 0
CLOUDFLARE INC CL A COM 18915M107   217,379 1,929 SH   SOLE 1,929 0 0 0
CME GROUP INC COM 12572Q105   873,335 3,292 SH   SOLE 3,292 0 0 0
CMS ENERGY CORP COM 125896100   909,732 12,112 SH   SOLE 12,112 0 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   316,300 4,401 SH   SOLE 4,401 0 0 0
CORE & MAIN INC CL A 21874C102   314,208 6,504 SH   SOLE 6,504 0 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100   379,409 4,921 SH   SOLE 4,921 0 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   351,522 997 SH   SOLE 997 0 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   494,156 1,462 SH   SOLE 1,462 0 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   966,490 7,924 SH   SOLE 7,924 0 0 0
EBAY INC. COM 278642103   490,230 7,238 SH   SOLE 7,238 0 0 0
EMERSON ELEC CO COM 291011104   429,898 3,921 SH   SOLE 3,921 0 0 0
EOG RES INC COM 26875P101   658,769 5,137 SH   SOLE 5,137 0 0 0
ETSY INC COM 29786A106   340,215 7,211 SH   SOLE 7,211 0 0 0
EVERCORE INC CLASS A 29977A105   373,476 1,870 SH   SOLE 1,870 0 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   461,783 2,882 SH   SOLE 2,882 0 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   6,791,881 94,371 SH   SOLE 94,371 0 0 0
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176   450,973 3,410 SH   SOLE 3,410 0 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   496,689 6,154 SH   SOLE 6,154 0 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   18,692,972 211,065 SH   SOLE 211,065 0 0 0
GEO GROUP INC NEW COM 36162J106   203,097 6,953 SH   SOLE 6,953 0 0 0
GMS INC COM 36251C103   587,043 8,023 SH   SOLE 8,023 0 0 0
GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207   84,839 2,325 SH   SOLE 2,325 0 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109   704,814 10,815 SH   SOLE 10,815 0 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109   757,992 11,631 SH   SOLE 11,631 0 0 0
GRAYSCALE ETHEREUM MINI TR E SHS NEW 38964R203   25,796 1,498 SH   SOLE 1,498 0 0 0
GRAYSCALE ETHEREUM TRUST ETF SHS 389638107   228,178 14,992 SH   SOLE 14,992 0 0 0
HOLOGIC INC COM 436440101   701,707 11,360 SH   SOLE 11,360 0 0 0
HOULIHAN LOKEY INC CL A 441593100   495,482 3,068 SH   SOLE 3,068 0 0 0
INGREDION INC COM 457187102   613,042 4,534 SH   SOLE 4,534 0 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   595,502 7,673 SH   SOLE 7,673 0 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   468,030 945 SH   SOLE 945 0 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   6,782,395 144,892 SH   SOLE 144,892 0 0 0
ISHARES SILVER TR ISHARES 46428Q109   320,777 10,351 SH   SOLE 10,351 0 0 0
ISHARES SILVER TR ISHARES 46428Q109   716,148 23,109 SH   SOLE 23,109 0 0 0
ISHARES TR 20 YR TR BD ETF 464287432   682,725 7,500 SH   SOLE 7,500 0 0 0
ISHARES TR EUROPE ETF 464287861   582,000 10,000 SH   SOLE 10,000 0 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   1,002,437 5,025 SH   SOLE 5,025 0 0 0
JACOBS SOLUTIONS INC COM 46982L108   685,205 5,668 SH   SOLE 5,668 0 0 0
LENNOX INTL INC COM 526107107   541,201 965 SH   SOLE 965 0 0 0
LINCOLN ELEC HLDGS INC COM 533900106   542,700 2,869 SH   SOLE 2,869 0 0 0
MASIMO CORP COM 574795100   327,036 1,963 SH   SOLE 1,963 0 0 0
MCCORMICK & CO INC COM NON VTG 579780206   611,728 7,432 SH   SOLE 7,432 0 0 0
MERSANA THERAPEUTICS INC COM 59045L106   207,849 604,213 SH   SOLE 604,213 0 0 0
MOELIS & CO CL A 60786M105   366,092 6,273 SH   SOLE 6,273 0 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   709,690 1,621 SH   SOLE 1,621 0 0 0
NEXTERA ENERGY INC COM 65339F101   614,900 8,674 SH   SOLE 8,674 0 0 0
OKTA INC CL A 679295105   223,593 2,125 SH   SOLE 2,125 0 0 0
PALO ALTO NETWORKS INC COM 697435105   502,705 2,946 SH   SOLE 2,946 0 0 0
PINTEREST INC CL A 72352L106   286,316 9,236 SH   SOLE 9,236 0 0 0
PJT PARTNERS INC COM CL A 69343T107   331,464 2,404 SH   SOLE 2,404 0 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   619,719 7,530 SH   SOLE 7,530 0 0 0
QUANTA SVCS INC COM 74762E102   449,136 1,767 SH   SOLE 1,767 0 0 0
REPUBLIC SVCS INC COM 760759100   918,513 3,793 SH   SOLE 3,793 0 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   985,625 12,500 SH   SOLE 12,500 0 0 0
SENTINELONE INC CL A 81730H109   320,368 17,622 SH   SOLE 17,622 0 0 0
SIMPLY GOOD FOODS CO COM 82900L102   588,813 17,072 SH   SOLE 17,072 0 0 0
SOUTHERN CO COM 842587107   565,125 6,146 SH   SOLE 6,146 0 0 0
SPDR GOLD TR GOLD SHS 78463V107   374,006 1,298 SH   SOLE 1,298 0 0 0
SPDR GOLD TR GOLD SHS 78463V107   36,980,752 128,343 SH   SOLE 128,343 0 0 0
SPDR GOLD TR GOLD SHS 78463V107   411,464 1,428 SH   SOLE 1,428 0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,394,189 4,280 SH   SOLE 4,280 0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,186,466 2,121 SH   SOLE 2,121 0 0 0
SPDR SER TR S&P REGL BKG 78464A698   426,375 7,500 SH   SOLE 7,500 0 0 0
STATE STR CORP COM 857477103   614,534 6,864 SH   SOLE 6,864 0 0 0
TETRA TECH INC NEW COM 88162G103   442,055 15,113 SH   SOLE 15,113 0 0 0
TOPBUILD CORP COM 89055F103   383,322 1,257 SH   SOLE 1,257 0 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   648,234 1,924 SH   SOLE 1,924 0 0 0
TRIMBLE INC COM 896239100   331,139 5,044 SH   SOLE 5,044 0 0 0
VALKYRIE ETF TRUST II COINSHARES VALKY 91917A207   319,250 25,000 SH   SOLE 25,000 0 0 0
VERALTO CORP COM SHS 92338C103   856,001 8,784 SH   SOLE 8,784 0 0 0
VIRTU FINL INC CL A 928254101   407,274 10,684 SH   SOLE 10,684 0 0 0
VULCAN MATLS CO COM 929160109   624,078 2,675 SH   SOLE 2,675 0 0 0
WASTE MGMT INC DEL COM 94106L109   751,713 3,247 SH   SOLE 3,247 0 0 0
WATSCO INC COM 942622200   531,174 1,045 SH   SOLE 1,045 0 0 0
XYLEM INC COM 98419M100   649,623 5,438 SH   SOLE 5,438 0 0 0