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
ABBVIE INC COM 00287Y109   6,203,244 26,791 SH   SOLE   0 0 26,791
ALPHABET INC CAP STK CL A 02079K305   15,105,025 62,135 SH   SOLE   0 0 62,135
ALTRIA GROUP INC COM 02209S103   591,796 8,958 SH   SOLE   0 0 8,958
AMAZON COM INC COM 023135106   18,401,283 83,806 SH   SOLE   0 0 83,806
AMEREN CORP COM 023608102   1,652,992 15,836 SH   SOLE   0 0 15,836
AMERICAN BITCOIN CORP. COM CL A 02462A104   4,886,332 724,975 SH   SOLE   0 0 724,975
APA CORPORATION COM 03743Q108   1,214,000 50,000 SH   SOLE   0 0 50,000
APPLE INC COM 037833100   20,781,044 81,613 SH   SOLE   0 0 81,613
ARCHER DANIELS MIDLAND CO COM 039483102   243,668 4,079 SH   SOLE   0 0 4,079
ARM HOLDINGS PLC SPONSORED ADS 042068205   14,271,389 100,865 SH   SOLE   0 0 100,865
ASTERA LABS INC COM 04626A103   7,884,279 40,267 SH   SOLE   0 0 40,267
BAKER HUGHES COMPANY CL A 05722G100   5,439,743 111,653 SH   SOLE   0 0 111,653
BANK AMERICA CORP COM 060505104   7,844,298 152,051 SH   SOLE   0 0 152,051
BAYTEX ENERGY CORP COM 07317Q105   210,600 90,000 SH   SOLE   0 0 90,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   585,692 1,165 SH   SOLE   0 0 1,165
BROADCOM INC COM 11135F101   8,334,717 25,264 SH   SOLE   0 0 25,264
BWX TECHNOLOGIES INC COM 05605H100   645,480 3,501 SH   SOLE   0 0 3,501
CATERPILLAR INC COM 149123101   4,434,463 9,294 SH   SOLE   0 0 9,294
CHENIERE ENERGY INC COM NEW 16411R208   6,874,827 29,257 SH   SOLE   0 0 29,257
CHEVRON CORP NEW COM 166764100   6,670,746 42,957 SH   SOLE   0 0 42,957
CISCO SYS INC COM 17275R102   1,463,665 21,392 SH   SOLE   0 0 21,392
CLEANSPARK INC COM NEW 18452B209   753,652 51,976 SH   SOLE   0 0 51,976
COINBASE GLOBAL INC COM CL A 19260Q107   4,434,956 13,141 SH   SOLE   0 0 13,141
COMFORT SYS USA INC COM 199908104   1,237,770 1,500 SH   SOLE   0 0 1,500
CONSTELLATION ENERGY CORP COM 21037T109   13,757,546 41,807 SH   SOLE   0 0 41,807
COREWEAVE INC COM CL A 21873S108   410,550 3,000 SH   SOLE   0 0 3,000
COSTCO WHSL CORP NEW COM 22160K105   6,349,494 6,860 SH   SOLE   0 0 6,860
CUMMINS INC COM 231021106   485,378 1,149 SH   SOLE   0 0 1,149
DELL TECHNOLOGIES INC CL C 24703L202   728,414 5,138 SH   SOLE   0 0 5,138
DEVON ENERGY CORP NEW COM 25179M103   701,200 20,000 SH   SOLE   0 0 20,000
DOMINOS PIZZA INC COM 25754A201   908,319 2,104 SH   SOLE   0 0 2,104
DUKE ENERGY CORP NEW COM NEW 26441C204   14,515,493 117,297 SH   SOLE   0 0 117,297
ELI LILLY & CO COM 532457108   9,508,487 12,462 SH   SOLE   0 0 12,462
EQT CORP COM 26884L109   816,450 15,000 SH   SOLE   0 0 15,000
ETF OPPORTUNITIES TRUST T REX 2X LONG MS 26923N462   133,785 28,771 SH   SOLE   0 0 28,771
FIDELITY ETHEREUM FD SHS 31613E103   19,193,939 461,948 SH   SOLE   0 0 461,948
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   56,421,295 565,287 SH   SOLE   0 0 565,287
FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855   984,243 50,892 SH   SOLE   0 0 50,892
FORTINET INC COM 34959E109   2,969,033 35,312 SH   SOLE   0 0 35,312
GAMESQUARE HLDGS INC COM 36468G103   9,587 14,124 SH   SOLE   0 0 14,124
GENERAL DYNAMICS CORP COM 369550108   895,940 2,627 SH   SOLE   0 0 2,627
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109   201,983 2,250 SH   SOLE   0 0 2,250
GRAYSCALE COINDESK CRYPTO USD SHS G40705108   242,103 4,331 SH   SOLE   0 0 4,331
GRAYSCALE ETHEREUM MINI TR E SHS NEW 38964R203   212,708 5,429 SH   SOLE   0 0 5,429
HIMS & HERS HEALTH INC COM CL A 433000106   10,988,990 193,741 SH   SOLE   0 0 193,741
HUNTINGTON INGALLS INDS INC COM 446413106   1,727,460 6,000 SH   SOLE   0 0 6,000
IES HLDGS INC COM 44951W106   18,492,316 46,504 SH   SOLE   0 0 46,504
ILLINOIS TOOL WKS INC COM 452308109   8,318,085 31,899 SH   SOLE   0 0 31,899
INTERNATIONAL BUSINESS MACHS COM 459200101   4,585,176 16,250 SH   SOLE   0 0 16,250
INTUITIVE SURGICAL INC COM NEW 46120E602   5,499,140 12,296 SH   SOLE   0 0 12,296
INVESCO QQQ TR UNIT SER 1 46090E103   3,871,072 6,448 SH   SOLE   0 0 6,448
ISHARES SILVER TR ISHARES 46428Q109   296,548 6,999 SH   SOLE   0 0 6,999
ISHARES TR CORE S&P500 ETF 464287200   2,866,284 4,283 SH   SOLE   0 0 4,283
ISHARES TR 7-10 YR TRSY BD 464287440   22,863,524 237,026 SH   SOLE   0 0 237,026
ISHARES TR RUS MD CP GR ETF 464287481   14,497,128 101,799 SH   SOLE   0 0 101,799
ISHARES TR U.S. TECH ETF 464287721   773,695 3,950 SH   SOLE   0 0 3,950
KIMBERLY-CLARK CORP COM 494368103   824,238 6,629 SH   SOLE   0 0 6,629
KLA CORP COM NEW 482480100   1,078,600 1,000 SH   SOLE   0 0 1,000
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   365,480 4,000 SH   SOLE   0 0 4,000
LEIDOS HOLDINGS INC COM 525327102   566,880 3,000 SH   SOLE   0 0 3,000
LEMONADE INC COM 52567D107   1,290,983 24,117 SH   SOLE   0 0 24,117
LOWES COS INC COM 548661107   912,003 3,629 SH   SOLE   0 0 3,629
MAIN STR CAP CORP COM 56035L104   427,267 6,719 SH   SOLE   0 0 6,719
MARA HOLDINGS INC COM 565788106   731,386 40,054 SH   SOLE   0 0 40,054
MARATHON PETE CORP COM 56585A102   8,876,815 46,056 SH   SOLE   0 0 46,056
MARVELL TECHNOLOGY INC COM 573874104   2,792,620 33,218 SH   SOLE   0 0 33,218
MICROSOFT CORP COM 594918104   12,962,768 25,027 SH   SOLE   0 0 25,027
MUELLER INDS INC COM 624756102   8,712,961 86,173 SH   SOLE   0 0 86,173
NEOS ETF TRUST NEOS ENH INC 1-3 78433H501   251,487 5,058 SH   SOLE   0 0 5,058
NETFLIX INC COM 64110L106   511,939 427 SH   SOLE   0 0 427
NEWMONT CORP COM 651639106   9,954,287 118,068 SH   SOLE   0 0 118,068
NORTHERN DYNASTY MINERALS LT COM NEW 66510M204   22,102 18,418 SH   SOLE   0 0 18,418
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   492,600 20,000 SH   SOLE   0 0 20,000
NRG ENERGY INC COM NEW 629377508   4,851,114 29,954 SH   SOLE   0 0 29,954
NUCOR CORP COM 670346105   11,305,587 83,479 SH   SOLE   0 0 83,479
NVIDIA CORPORATION COM 67066G104   14,615,897 78,336 SH   SOLE   0 0 78,336
OKLO INC COM CL A 02156V109   671,566 6,016 SH   SOLE   0 0 6,016
OPENDOOR TECHNOLOGIES INC COM 683712103   87,072 10,925 SH   SOLE   0 0 10,925
OREILLY AUTOMOTIVE INC COM 67103H107   541,422 5,022 SH   SOLE   0 0 5,022
PALANTIR TECHNOLOGIES INC CL A 69608A108   65,847,600 360,967 SH   SOLE   0 0 360,967
PALLADYNE AI CORP COM NEW 80359A205   440,710 51,305 SH   SOLE   0 0 51,305
PALO ALTO NETWORKS INC COM 697435105   18,025,257 88,524 SH   SOLE   0 0 88,524
PILGRIMS PRIDE CORP COM 72147K108   5,948,052 146,072 SH   SOLE   0 0 146,072
PROSHARES TR ULTRA BITCOIN ET 74349Y704   451,022 8,448 SH   SOLE   0 0 8,448
PROSHARES TR BITCOIN ETF 74347G440   269,770 13,708 SH   SOLE   0 0 13,708
PROSHARES TR S&P 500 DV ARIST 74348A467   352,471 3,420 SH   SOLE   0 0 3,420
QUALCOMM INC COM 747525103   1,733,302 10,419 SH   SOLE   0 0 10,419
QUANTUMSCAPE CORP COM CL A 74767V109   246,400 20,000 SH   SOLE   0 0 20,000
RED CAT HLDGS INC COM 75644T100   365,852 35,348 SH   SOLE   0 0 35,348
ROCKET LAB CORP COM 773121108   10,452,333 218,166 SH   SOLE   0 0 218,166
SANMINA CORPORATION COM 801056102   11,655,118 101,252 SH   SOLE   0 0 101,252
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   26,993,812 1,106,304 SH   SOLE   0 0 1,106,304
SNAP ON INC COM 833034101   5,238,142 15,116 SH   SOLE   0 0 15,116
SOUTHERN CO COM 842587107   586,685 6,191 SH   SOLE   0 0 6,191
SOUTHERN COPPER CORP COM 84265V105   8,225,356 67,777 SH   SOLE   0 0 67,777
SPDR GOLD TR GOLD SHS 78463V107   373,954 1,052 SH   SOLE   0 0 1,052
SPDR SERIES TRUST S&P BIOTECH 78464A870   18,890,568 188,529 SH   SOLE   0 0 188,529
STRATEGY INC CL A NEW 594972408   9,645,034 29,934 SH   SOLE   0 0 29,934
SUPER MICRO COMPUTER INC COM NEW 86800U302   481,461 10,043 SH   SOLE   0 0 10,043
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,243,282 4,452 SH   SOLE   0 0 4,452
TEMPUS AI INC CL A 88023B103   807,100 10,000 SH   SOLE   0 0 10,000
TESLA INC COM 88160R101   29,414,670 66,142 SH   SOLE   0 0 66,142
TJX COS INC NEW COM 872540109   7,669,013 53,058 SH   SOLE   0 0 53,058
TRAVELERS COMPANIES INC COM 89417E109   566,537 2,029 SH   SOLE   0 0 2,029
TRUIST FINL CORP COM 89832Q109   6,070,909 132,785 SH   SOLE   0 0 132,785
UBER TECHNOLOGIES INC COM 90353T100   3,338,034 34,072 SH   SOLE   0 0 34,072
UNUSUAL MACHS INC COM SHS 91532F102   226,500 15,000 SH   SOLE   0 0 15,000
USBC INC. COM NEW 499238202   46,574 34,757 SH   SOLE   0 0 34,757
VALERO ENERGY CORP COM 91913Y100   14,480,547 85,050 SH   SOLE   0 0 85,050
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   8,865,359 188,785 SH   SOLE   0 0 188,785
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   410,905 3,410 SH   SOLE   0 0 3,410
VERTIV HOLDINGS CO COM CL A 92537N108   754,300 5,000 SH   SOLE   0 0 5,000
VISA INC COM CL A 92826C839   2,487,505 7,287 SH   SOLE   0 0 7,287
WALMART INC COM 931142103   9,248,128 89,735 SH   SOLE   0 0 89,735
WASTE MGMT INC DEL COM 94106L109   1,562,794 7,077 SH   SOLE   0 0 7,077
WEC ENERGY GROUP INC COM 92939U106   4,493,751 39,216 SH   SOLE   0 0 39,216
ZSCALER INC COM 98980G102   9,895,972 33,024 SH   SOLE   0 0 33,024