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
ABBOTT LABS COM 002824100   3,767,398 38,899 SH   SOLE   0 0 38,899
ABBVIE INC COM 00287Y109   4,201,423 28,186 SH   SOLE   0 0 28,186
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   3,460,211 73,201 SH   SOLE   0 0 73,201
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   408,148 1,329 SH   SOLE   0 0 1,329
ADOBE INC COM 00724F101   5,966,850 11,702 SH   SOLE   0 0 11,702
ADVANCED MICRO DEVICES INC COM 007903107   1,660,440 16,149 SH   SOLE   0 0 16,149
AMAZON COM INC COM 023135106   9,839,342 77,402 SH   SOLE   0 0 77,402
AMEREN CORP COM 023608102   1,194,570 15,964 SH   SOLE   0 0 15,964
AMERICAN ELEC PWR CO INC COM 025537101   270,161 3,592 SH   SOLE   0 0 3,592
APPLE INC COM 037833100   15,321,662 89,490 SH   SOLE   0 0 89,490
APPLIED MATLS INC COM 038222105   4,969,112 35,891 SH   SOLE   0 0 35,891
BANK AMERICA CORP COM 060505104   446,466 16,306 SH   SOLE   0 0 16,306
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   396,189 1,131 SH   SOLE   0 0 1,131
BROADCOM INC COM 11135F101   2,870,367 3,456 SH   SOLE   0 0 3,456
CATERPILLAR INC COM 149123101   7,205,045 26,392 SH   SOLE   0 0 26,392
CENCORA INC COM 03073E105   2,999,598 16,667 SH   SOLE   0 0 16,667
CHENIERE ENERGY INC COM NEW 16411R208   2,794,766 16,840 SH   SOLE   0 0 16,840
CHEVRON CORP NEW COM 166764100   3,195,623 18,952 SH   SOLE   0 0 18,952
CISCO SYS INC COM 17275R102   774,699 14,410 SH   SOLE   0 0 14,410
COHEN & STEERS INFRASTRUCTUR COM 19248A109   2,876,730 146,922 SH   SOLE   0 0 146,922
COINBASE GLOBAL INC COM CL A 19260Q107   570,758 7,602 SH   SOLE   0 0 7,602
COSTCO WHSL CORP NEW COM 22160K105   4,246,478 7,516 SH   SOLE   0 0 7,516
DEERE & CO COM 244199105   5,155,559 13,661 SH   SOLE   0 0 13,661
DOMINOS PIZZA INC COM 25754A201   788,720 2,082 SH   SOLE   0 0 2,082
ELI LILLY & CO COM 532457108   6,842,951 12,740 SH   SOLE   0 0 12,740
EOG RES INC COM 26875P101   6,683,163 52,723 SH   SOLE   0 0 52,723
EXXON MOBIL CORP COM 30231G102   258,676 2,200 SH   SOLE   0 0 2,200
FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855   1,547,155 91,656 SH   SOLE   0 0 91,656
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408   415,073 6,985 SH   SOLE   0 0 6,985
FORTINET INC COM 34959E109   2,233,713 38,066 SH   SOLE   0 0 38,066
GENERAL DYNAMICS CORP COM 369550108   3,172,563 14,357 SH   SOLE   0 0 14,357
ILLINOIS TOOL WKS INC COM 452308109   2,845,066 12,353 SH   SOLE   0 0 12,353
INTERNATIONAL BUSINESS MACHS COM 459200101   2,115,571 15,079 SH   SOLE   0 0 15,079
INTUITIVE SURGICAL INC COM NEW 46120E602   224,771 769 SH   SOLE   0 0 769
INVESCO QQQ TR UNIT SER 1 46090E103   4,219,113 11,776 SH   SOLE   0 0 11,776
ISHARES TR CORE S&P500 ETF 464287200   3,594,646 8,371 SH   SOLE   0 0 8,371
ISHARES TR U.S. TECH ETF 464287721   554,127 5,281 SH   SOLE   0 0 5,281
ISHARES TR RUS MD CP GR ETF 464287481   419,657 4,594 SH   SOLE   0 0 4,594
JOHNSON & JOHNSON COM 478160104   4,671,988 29,997 SH   SOLE   0 0 29,997
LOWES COS INC COM 548661107   5,763,367 27,730 SH   SOLE   0 0 27,730
MARATHON PETE CORP COM 56585A102   5,719,712 37,794 SH   SOLE   0 0 37,794
MARVELL TECHNOLOGY INC COM 573874104   1,689,217 31,207 SH   SOLE   0 0 31,207
MICROSOFT CORP COM 594918104   11,726,311 37,138 SH   SOLE   0 0 37,138
MONDELEZ INTL INC CL A 609207105   3,242,813 46,726 SH   SOLE   0 0 46,726
MOSAIC CO NEW COM 61945C103   3,270,379 91,865 SH   SOLE   0 0 91,865
MUELLER INDS INC COM 624756102   2,748,724 36,572 SH   SOLE   0 0 36,572
NETFLIX INC COM 64110L106   399,501 1,058 SH   SOLE   0 0 1,058
NRG ENERGY INC COM NEW 629377508   1,910,339 49,593 SH   SOLE   0 0 49,593
NVIDIA CORPORATION COM 67066G104   12,022,476 27,639 SH   SOLE   0 0 27,639
PALANTIR TECHNOLOGIES INC CL A 69608A108   8,955,392 559,712 SH   SOLE   0 0 559,712
PALO ALTO NETWORKS INC COM 697435105   3,853,256 16,436 SH   SOLE   0 0 16,436
PAPA JOHNS INTL INC COM 698813102   643,197 9,428 SH   SOLE   0 0 9,428
PEPSICO INC COM 713448108   4,043,418 23,863 SH   SOLE   0 0 23,863
POLARIS INC COM 731068102   3,859,691 37,063 SH   SOLE   0 0 37,063
PROSHARES TR S&P 500 DV ARIST 74348A467   604,853 6,831 SH   SOLE   0 0 6,831
QUALCOMM INC COM 747525103   943,496 8,495 SH   SOLE   0 0 8,495
RELIANCE STEEL & ALUMINUM CO COM 759509102   6,993,045 26,668 SH   SOLE   0 0 26,668
RIOT PLATFORMS INC COM 767292105   204,458 21,914 SH   SOLE   0 0 21,914
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   28,238,738 589,658 SH   SOLE   0 0 589,658
SOUTHERN CO COM 842587107   384,327 5,938 SH   SOLE   0 0 5,938
SPDR SER TR S&P BIOTECH 78464A870   7,463,907 102,217 SH   SOLE   0 0 102,217
SUPER MICRO COMPUTER INC COM 86800U104   10,566,519 38,533 SH   SOLE   0 0 38,533
TESLA INC COM 88160R101   8,028,058 32,084 SH   SOLE   0 0 32,084
TRUIST FINL CORP COM 89832Q109   2,945,827 102,965 SH   SOLE   0 0 102,965
UNITED RENTALS INC COM 911363109   4,818,960 10,840 SH   SOLE   0 0 10,840
VALE S A SPONSORED ADS 91912E105   1,211,222 90,390 SH   SOLE   0 0 90,390
VALERO ENERGY CORP COM 91913Y100   9,423,755 66,500 SH   SOLE   0 0 66,500
VISA INC COM CL A 92826C839   4,672,265 20,313 SH   SOLE   0 0 20,313
WALMART INC COM 931142103   5,468,649 34,194 SH   SOLE   0 0 34,194
WASTE MGMT INC DEL COM 94106L109   1,179,123 7,735 SH   SOLE   0 0 7,735
WEC ENERGY GROUP INC COM 92939U106   1,932,837 23,995 SH   SOLE   0 0 23,995
WESTERN COPPER & GOLD CORP COM 95805V108   21,111 15,466 SH   SOLE   0 0 15,466
ZSCALER INC COM 98980G102   3,744,740 24,068 SH   SOLE   0 0 24,068