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   4,530,283 41,158 SH   SOLE   0 0 41,158
ABBVIE INC COM 00287Y109   4,524,059 29,193 SH   SOLE   0 0 29,193
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   4,970,038 75,304 SH   SOLE   0 0 75,304
ADOBE INC COM 00724F101   7,021,982 11,770 SH   SOLE   0 0 11,770
ADVANCED MICRO DEVICES INC COM 007903107   2,573,631 17,459 SH   SOLE   0 0 17,459
AMAZON COM INC COM 023135106   12,443,526 81,898 SH   SOLE   0 0 81,898
AMEREN CORP COM 023608102   1,181,823 16,337 SH   SOLE   0 0 16,337
AMERICAN ELEC PWR CO INC COM 025537101   245,562 3,023 SH   SOLE   0 0 3,023
APPLE INC COM 037833100   17,138,700 89,018 SH   SOLE   0 0 89,018
APPLIED MATLS INC COM 038222105   5,869,242 36,214 SH   SOLE   0 0 36,214
BAKKT HOLDINGS INC COM CL A 05759B107   36,795 16,500 SH   SOLE   0 0 16,500
BANK AMERICA CORP COM 060505104   434,768 12,913 SH   SOLE   0 0 12,913
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   397,319 1,114 SH   SOLE   0 0 1,114
BOISE CASCADE CO DEL COM 09739D100   3,464,778 26,784 SH   SOLE   0 0 26,784
BROADCOM INC COM 11135F101   3,756,066 3,365 SH   SOLE   0 0 3,365
CATERPILLAR INC COM 149123101   8,188,074 27,693 SH   SOLE   0 0 27,693
CENCORA INC COM 03073E105   3,546,446 17,268 SH   SOLE   0 0 17,268
CHENIERE ENERGY INC COM NEW 16411R208   3,106,494 18,197 SH   SOLE   0 0 18,197
CHEVRON CORP NEW COM 166764100   3,065,034 20,549 SH   SOLE   0 0 20,549
CISCO SYS INC COM 17275R102   828,402 16,398 SH   SOLE   0 0 16,398
COHEN & STEERS INFRASTRUCTUR COM 19248A109   3,311,704 155,918 SH   SOLE   0 0 155,918
COINBASE GLOBAL INC COM CL A 19260Q107   1,558,149 8,959 SH   SOLE   0 0 8,959
COSTCO WHSL CORP NEW COM 22160K105   4,911,433 7,441 SH   SOLE   0 0 7,441
DEERE & CO COM 244199105   5,457,918 13,649 SH   SOLE   0 0 13,649
DOMINOS PIZZA INC COM 25754A201   854,449 2,073 SH   SOLE   0 0 2,073
ELI LILLY & CO COM 532457108   7,212,061 12,372 SH   SOLE   0 0 12,372
EOG RES INC COM 26875P101   6,667,537 55,126 SH   SOLE   0 0 55,126
EXXON MOBIL CORP COM 30231G102   204,959 2,050 SH   SOLE   0 0 2,050
FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855   1,292,343 72,481 SH   SOLE   0 0 72,481
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408   388,184 6,507 SH   SOLE   0 0 6,507
FORTINET INC COM 34959E109   2,311,818 39,498 SH   SOLE   0 0 39,498
GENERAL DYNAMICS CORP COM 369550108   5,583,226 21,501 SH   SOLE   0 0 21,501
INTERNATIONAL BUSINESS MACHS COM 459200101   2,593,360 15,857 SH   SOLE   0 0 15,857
INTUITIVE SURGICAL INC COM NEW 46120E602   259,430 769 SH   SOLE   0 0 769
INVESCO QQQ TR UNIT SER 1 46090E103   4,365,470 10,660 SH   SOLE   0 0 10,660
ISHARES TR CORE S&P500 ETF 464287200   3,833,567 8,026 SH   SOLE   0 0 8,026
ISHARES TR RUS MD CP GR ETF 464287481   410,752 3,932 SH   SOLE   0 0 3,932
ISHARES TR U.S. TECH ETF 464287721   614,705 5,008 SH   SOLE   0 0 5,008
JOHNSON & JOHNSON COM 478160104   4,807,420 30,671 SH   SOLE   0 0 30,671
LOWES COS INC COM 548661107   6,100,058 27,410 SH   SOLE   0 0 27,410
MARATHON DIGITAL HOLDINGS IN COM 565788106   299,216 12,738 SH   SOLE   0 0 12,738
MARATHON PETE CORP COM 56585A102   5,534,783 37,306 SH   SOLE   0 0 37,306
MARVELL TECHNOLOGY INC COM 573874104   1,985,022 32,914 SH   SOLE   0 0 32,914
MICROSOFT CORP COM 594918104   13,885,681 36,926 SH   SOLE   0 0 36,926
MICROSTRATEGY INC CL A NEW 594972408   298,756 473 SH   SOLE   0 0 473
MONDELEZ INTL INC CL A 609207105   3,442,296 47,526 SH   SOLE   0 0 47,526
MOSAIC CO NEW COM 61945C103   3,493,048 97,762 SH   SOLE   0 0 97,762
MUELLER INDS INC COM 624756102   4,639,215 98,393 SH   SOLE   0 0 98,393
NETFLIX INC COM 64110L106   463,997 953 SH   SOLE   0 0 953
NORTHROP GRUMMAN CORP COM 666807102   3,956,733 8,452 SH   SOLE   0 0 8,452
NRG ENERGY INC COM NEW 629377508   2,405,717 46,532 SH   SOLE   0 0 46,532
NVIDIA CORPORATION COM 67066G104   13,344,619 26,947 SH   SOLE   0 0 26,947
PALANTIR TECHNOLOGIES INC CL A 69608A108   9,595,746 558,867 SH   SOLE   0 0 558,867
PALO ALTO NETWORKS INC COM 697435105   4,661,168 15,807 SH   SOLE   0 0 15,807
PAPA JOHNS INTL INC COM 698813102   783,866 10,283 SH   SOLE   0 0 10,283
PEPSICO INC COM 713448108   4,288,571 25,251 SH   SOLE   0 0 25,251
PROSHARES TR S&P 500 DV ARIST 74348A467   589,197 6,189 SH   SOLE   0 0 6,189
QUALCOMM INC COM 747525103   1,309,928 9,057 SH   SOLE   0 0 9,057
RELIANCE STEEL & ALUMINUM CO COM 759509102   7,743,897 27,688 SH   SOLE   0 0 27,688
RIOT PLATFORMS INC COM 767292105   432,928 27,985 SH   SOLE   0 0 27,985
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   27,511,556 567,834 SH   SOLE   0 0 567,834
SOUTHERN CO COM 842587107   373,102 5,321 SH   SOLE   0 0 5,321
SPDR SER TR S&P BIOTECH 78464A870   9,290,434 104,048 SH   SOLE   0 0 104,048
SUPER MICRO COMPUTER INC COM 86800U104   11,089,267 39,011 SH   SOLE   0 0 39,011
TESLA INC COM 88160R101   8,505,222 34,229 SH   SOLE   0 0 34,229
TRUIST FINL CORP COM 89832Q109   3,836,185 103,905 SH   SOLE   0 0 103,905
UNITED RENTALS INC COM 911363109   6,129,541 10,689 SH   SOLE   0 0 10,689
VALE S A SPONSORED ADS 91912E105   1,384,475 87,294 SH   SOLE   0 0 87,294
VALERO ENERGY CORP COM 91913Y100   8,857,807 68,137 SH   SOLE   0 0 68,137
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   371,375 4,760 SH   SOLE   0 0 4,760
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   268,035 3,695 SH   SOLE   0 0 3,695
VISA INC COM CL A 92826C839   5,339,623 20,509 SH   SOLE   0 0 20,509
WALMART INC COM 931142103   5,543,849 35,166 SH   SOLE   0 0 35,166
WASTE MGMT INC DEL COM 94106L109   1,361,990 7,605 SH   SOLE   0 0 7,605
WEC ENERGY GROUP INC COM 92939U106   2,341,685 27,821 SH   SOLE   0 0 27,821
ZSCALER INC COM 98980G102   5,406,286 24,401 SH   SOLE   0 0 24,401