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
AEROVIRONMENT INC COM 008073108 BBG000GX14P2 337,877 1,073 SH   SOLE   1,073 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV035 330,641 2,015 SH   SOLE   2,015 0 0
AMEREN CORP COM 023608102 BBG000B9X8C0 998,186 9,563 SH   SOLE   9,563 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG000BB9KF2 960,975 8,542 SH   SOLE   8,542 0 0
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYP28 476,619 5,491 SH   SOLE   5,491 0 0
ASSOCIATED BANC CORP COM 045487105 BBG000BCFQC3 566,803 22,046 SH   SOLE   22,046 0 0
AXON ENTERPRISE INC COM 05464C101 BBG000BHJWG1 297,821 415 SH   SOLE   415 0 0
BANKUNITED INC COM 06652K103 BBG000PQPCM6 558,204 14,628 SH   SOLE   14,628 0 0
BELDEN INC COM 077454106 BBG000Q4XNV1 468,331 3,894 SH   SOLE   3,894 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD3K9 253,655 2,092 SH   SOLE   2,092 0 0
CADRE HLDGS INC COM 12763L105 BBG011RK3N71 440,274 12,059 SH   SOLE   12,059 0 0
CBOE GLOBAL MKTS INC COM 12503M108 BBG000QH56C1 881,919 3,596 SH   SOLE   3,596 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 BBG000BK00N6 437,864 23,630 SH   SOLE   23,630 0 0
CHARGEPOINT HOLDINGS INC COM SHS 15961R303 BBG00Q741Z16 394,387 36,116 SH   SOLE   36,116 0 0
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHH5 413,944 1,929 SH   SOLE   1,929 0 0
CME GROUP INC COM 12572Q105 BBG000BHLYP4 962,147 3,561 SH   SOLE   3,561 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7771 252,443 748 SH   SOLE   748 0 0
COMPASS INC CL A 20464U100 BBG00J5SXTH3 255,619 31,833 SH   SOLE   31,833 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 BBG00KK0CFX9 343,027 2,701 SH   SOLE   2,701 0 0
CORE & MAIN INC CL A 21874C102 BBG01163K2X0 222,049 4,125 SH   SOLE   4,125 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 BBG00HC114X0 416,398 4,988 SH   SOLE   4,988 0 0
CORECIVIC INC COM 21871N101 BBG000BJSJT2 509,971 25,060 SH   SOLE   25,060 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 495,774 1,011 SH   SOLE   1,011 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 BBG006Q52QV2 473,487 980 SH   SOLE   980 0 0
DUOLINGO INC CL A COM 26603R106 BBG003D4V951 325,380 1,011 SH   SOLE   1,011 0 0
EBAY INC. COM 278642103 BBG000C43RR5 430,375 4,732 SH   SOLE   4,732 0 0
EMERSON ELEC CO COM 291011104 BBG000BHX7N2 617,858 4,710 SH   SOLE   4,710 0 0
ENTERGY CORP NEW COM 29364G103 BBG000C1FQS9 900,309 9,661 SH   SOLE   9,661 0 0
ETSY INC COM 29786A106 BBG000N7MXL8 382,539 5,762 SH   SOLE   5,762 0 0
EVERCORE INC CLASS A 29977A105 BBG000BP30Y0 489,451 1,451 SH   SOLE   1,451 0 0
EXACT SCIENCES CORP COM 30063P105 BBG000CWL0F5 395,116 7,222 SH   SOLE   7,222 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMRD768 458,143 2,040 SH   SOLE   2,040 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 BBG01KY66PW6 11,754,724 117,771 SH   SOLE   117,771 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103 BBG000BJCDS3 474,127 265 SH   SOLE   265 0 0
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 BBG000R6BJ93 572,846 3,410 SH   SOLE   3,410 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YV1 462,165 6,154 SH   SOLE   6,154 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 BBG00XDHY5P9 21,115,747 195,988 SH   SOLE   195,988 0 0
GENERAC HLDGS INC COM 368736104 BBG000PQ4W72 341,329 2,039 SH   SOLE   2,039 0 0
GEO GROUP INC NEW COM 36162J106 BBG000GC0TZ3 295,486 14,421 SH   SOLE   14,421 0 0
GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207 BBG01NX635X7 117,715 2,325 SH   SOLE   2,325 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 BBG008748J88 970,863 10,815 SH   SOLE   10,815 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 BBG008748J88 1,044,115 11,631 SH   SOLE   11,631 0 0
GRAYSCALE ETHEREUM MINI TR E SHS NEW 38964R203 BBG01NR6CZK2 58,692 1,498 SH   SOLE   1,498 0 0
GRAYSCALE ETHEREUM TRUST ETF SHS 389638107 BBG00P5NVCR8 513,776 14,992 SH   SOLE   14,992 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VY9 312,025 4,994 SH   SOLE   4,994 0 0
HOLOGIC INC COM 436440101 BBG000C3NTN5 615,779 9,124 SH   SOLE   9,124 0 0
HOULIHAN LOKEY INC CL A 441593100 BBG000CZTB66 737,715 3,593 SH   SOLE   3,593 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG000BLSL58 568,260 9,234 SH   SOLE   9,234 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 520,128 1,163 SH   SOLE   1,163 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 BBG01KYQ6PV3 9,417,980 144,892 SH   SOLE   144,892 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG000NDCRW7 438,572 10,351 SH   SOLE   10,351 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG000NDCRW7 979,128 23,109 SH   SOLE   23,109 0 0
ISHARES TR 20 YR TR BD ETF 464287432 BBG000BJKYW3 670,275 7,500 SH   SOLE   7,500 0 0
ISHARES TR EUROPE ETF 464287861 BBG000BXV152 654,800 10,000 SH   SOLE   10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 1,215,849 5,025 SH   SOLE   5,025 0 0
KARMAN HLDGS INC COMMON STOCK 485924104 BBG01RXK1PK9 316,597 4,385 SH   SOLE   4,385 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 BBG000C1HQ43 348,211 3,811 SH   SOLE   3,811 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG000BLGFJ9 922,338 3,020 SH   SOLE   3,020 0 0
LENNOX INTL INC COM 526107107 BBG000BB5B84 428,252 809 SH   SOLE   809 0 0
MASIMO CORP COM 574795100 BBG000C3W281 378,613 2,566 SH   SOLE   2,566 0 0
MASTEC INC COM 576323109 BBG000DYXD23 560,116 2,632 SH   SOLE   2,632 0 0
MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y5W4 662,208 9,897 SH   SOLE   9,897 0 0
MERCURY SYS INC COM 589378108 BBG000BX5GS3 301,628 3,897 SH   SOLE   3,897 0 0
MERSANA THERAPEUTICS INC COM 59045L205 BBG001CPSVF3 3,336,994 430,025 SH   SOLE   430,025 0 0
MOELIS & CO CL A 60786M105 BBG000RNBH63 447,390 6,273 SH   SOLE   6,273 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP8Z50 892,173 1,951 SH   SOLE   1,951 0 0
MYR GROUP INC DEL COM 55405W104 BBG000BC7VW9 529,644 2,546 SH   SOLE   2,546 0 0
NATERA INC COM 632307104 BBG001J1BQ86 348,822 2,167 SH   SOLE   2,167 0 0
NEOGENOMICS INC COM NEW 64049M209 BBG000BKH263 181,497 23,510 SH   SOLE   23,510 0 0
NISOURCE INC COM 65473P105 BBG000BPZBB6 786,978 18,175 SH   SOLE   18,175 0 0
OGE ENERGY CORP COM 670837103 BBG000BQGLS5 1,084,615 23,441 SH   SOLE   23,441 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 BBG00LMYX123 490,441 3,959 SH   SOLE   3,959 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 BBG000C1XKF6 457,883 4,882 SH   SOLE   4,882 0 0
PINTEREST INC CL A 72352L106 BBG002583CV8 298,988 9,294 SH   SOLE   9,294 0 0
PJT PARTNERS INC COM CL A 69343T107 BBG0079T1PZ6 544,209 3,062 SH   SOLE   3,062 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 BBG01QNB0RS1 518,952 23,482 SH   SOLE   23,482 0 0
QUANTA SVCS INC COM 74762E102 BBG000BBL8V7 515,124 1,243 SH   SOLE   1,243 0 0
QXO INC COM NEW 82846H405 BBG000BV5627 254,603 13,358 SH   SOLE   13,358 0 0
REDDIT INC CL A 75734B100 BBG005K1D4S0 200,781 873 SH   SOLE   873 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXN8 253,715 1,772 SH   SOLE   1,772 0 0
ROCKET COS INC COM CL A 77311W101 BBG00VY1MYW7 275,932 14,238 SH   SOLE   14,238 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG000BJ7G75 1,090,125 12,500 SH   SOLE   12,500 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 BBG000J79P80 482,858 5,145 SH   SOLE   5,145 0 0
SIMPLY GOOD FOODS CO COM 82900L102 BBG00GVP5JL4 510,125 20,553 SH   SOLE   20,553 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG000CRF6Q8 461,400 1,298 SH   SOLE   1,298 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG000CRF6Q8 45,622,086 128,343 SH   SOLE   128,343 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG000CRF6Q8 507,611 1,428 SH   SOLE   1,428 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 2,851,250 4,280 SH   SOLE   4,280 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 1,412,968 2,121 SH   SOLE   2,121 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 BBG000D82H52 474,750 7,500 SH   SOLE   7,500 0 0
STATE STR CORP COM 857477103 BBG000BKFBD7 637,127 5,492 SH   SOLE   5,492 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2C0 393,987 1,008 SH   SOLE   1,008 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 699,188 1,657 SH   SOLE   1,657 0 0
TRIMBLE INC COM 896239100 BBG000BNPS52 622,336 7,622 SH   SOLE   7,622 0 0
TRUIST FINL CORP COM 89832Q109 BBG000BYYLS8 653,202 14,287 SH   SOLE   14,287 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109 BBG00R24YP60 331,680 54,463 SH   SOLE   54,463 0 0
VALKYRIE ETF TRUST II COINSHARES BITCN 91917A207 BBG0155N9QB2 1,106,000 25,000 SH   SOLE   25,000 0 0
VARONIS SYS INC COM 922280102 BBG001Y04TN6 547,229 9,522 SH   SOLE   9,522 0 0
VIRTU FINL INC CL A 928254101 BBG0064N2T78 554,901 15,631 SH   SOLE   15,631 0 0
VULCAN MATLS CO COM 929160109 BBG000BWGYF8 733,981 2,386 SH   SOLE   2,386 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JMV4 311,836 4,900 SH   SOLE   4,900 0 0
WATSCO INC COM 942622200 BBG000DJN7L9 513,461 1,270 SH   SOLE   1,270 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWJ4 396,037 5,140 SH   SOLE   5,140 0 0
ZSCALER INC COM 98980G102 BBG003338H34 512,419 1,710 SH   SOLE   1,710 0 0