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
ADECOAGRO S A COM L00849106   1,801,781 162,763 SH   SOLE   0 0 162,763
AFLAC INC COM 001055102   15,491,334 138,563 SH   SOLE   0 0 138,563
AGNICO EAGLE MINES LTD COM 008474108   15,124,138 187,738 SH   SOLE   0 0 187,738
ALLEGION PLC ORD SHS G0176J109   5,722,907 39,268 SH   SOLE   0 0 39,268
AMAZON COM INC COM 023135106   632,404 3,394 SH   SOLE   0 0 3,394
AMERICAN EXPRESS CO COM 025816109   526,023 1,940 SH   SOLE   0 0 1,940
AMPHENOL CORP NEW CL A 032095101   1,362,880 20,916 SH   SOLE   0 0 20,916
APPLE INC COM 037833100   1,830,162 7,855 SH   SOLE   0 0 7,855
ARISTA NETWORKS INC COM 040413106   16,405,196 42,742 SH   SOLE   0 0 42,742
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   225,988 491 SH   SOLE   0 0 491
BRIDGEBIO PHARMA INC COM 10806X102   10,452,127 410,531 SH   SOLE   0 0 410,531
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   1,151,471 10,433 SH   SOLE   0 0 10,433
CACI INTL INC CL A 127190304   7,271,549 14,412 SH   SOLE   0 0 14,412
CELSIUS HLDGS INC COM NEW 15118V207   622,810 19,860 SH   SOLE   0 0 19,860
CENTENE CORP DEL COM 15135B101   5,484,244 72,851 SH   SOLE   0 0 72,851
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207   156,356 21,626 SH   SOLE   0 0 21,626
CHARTER COMMUNICATIONS INC N CL A 16119P108   5,551,876 17,131 SH   SOLE   0 0 17,131
CHURCHILL DOWNS INC COM 171484108   16,499,241 122,027 SH   SOLE   0 0 122,027
CMS ENERGY CORP COM 125896100   16,034,579 227,022 SH   SOLE   0 0 227,022
CONSTELLATION ENERGY CORP COM 21037T109   17,976,768 69,136 SH   SOLE   0 0 69,136
COSTCO WHSL CORP NEW COM 22160K105   14,337,623 16,173 SH   SOLE   0 0 16,173
CROWDSTRIKE HLDGS INC CL A 22788C105   12,732,299 45,396 SH   SOLE   0 0 45,396
CYBERARK SOFTWARE LTD SHS M2682V108   1,101,986 3,779 SH   SOLE   0 0 3,779
DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 23908L207   775,903 18,616 SH   SOLE   0 0 18,616
DELL TECHNOLOGIES INC CL C 24703L202   1,474,982 12,443 SH   SOLE   0 0 12,443
DIGITAL RLTY TR INC COM 253868103   7,025,365 43,412 SH   SOLE   0 0 43,412
DISCOVER FINL SVCS COM 254709108   1,532,473 10,924 SH   SOLE   0 0 10,924
DTE ENERGY CO COM 233331107   15,805,641 123,087 SH   SOLE   0 0 123,087
DUKE ENERGY CORP NEW COM NEW 26441C204   14,153,186 122,751 SH   SOLE   0 0 122,751
DUTCH BROS INC CL A 26701L100   800,814 25,002 SH   SOLE   0 0 25,002
E L F BEAUTY INC COM 26856L103   511,242 4,689 SH   SOLE   0 0 4,689
EATON CORP PLC SHS G29183103   14,483,654 43,699 SH   SOLE   0 0 43,699
ECOLAB INC COM 278865100   2,246,319 8,798 SH   SOLE   0 0 8,798
ELDORADO GOLD CORP NEW COM 284902509   1,086,394 62,544 SH   SOLE   0 0 62,544
ELI LILLY & CO COM 532457108   14,958,278 16,884 SH   SOLE   0 0 16,884
EMERSON ELEC CO COM 291011104   693,551 6,341 SH   SOLE   0 0 6,341
ENTERGY CORP NEW COM 29364G103   15,386,173 116,907 SH   SOLE   0 0 116,907
EXELON CORP COM 30161N101   15,652,489 386,005 SH   SOLE   0 0 386,005
FACTSET RESH SYS INC COM 303075105   6,673,252 14,512 SH   SOLE   0 0 14,512
FERRARI N V COM N3167Y103   1,168,127 2,485 SH   SOLE   0 0 2,485
FIDELITY COVINGTON TRUST DIVID ETF RISI 316092832   1,610,869 31,279 SH   SOLE   0 0 31,279
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865   1,390,227 26,828 SH   SOLE   0 0 26,828
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506   3,628,211 61,277 SH   SOLE   0 0 61,277
FIRST TR EXCHANGE-TRADED FD WTR ETF 33733B100   395,993 3,622 SH   SOLE   0 0 3,622
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104   2,156,322 23,748 SH   SOLE   0 0 23,748
FIRST TR EXCHANGE-TRADED FD DIVIDEND STRNGTH 33733E708   673,761 12,940 SH   SOLE   0 0 12,940
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101   1,049,930 31,248 SH   SOLE   0 0 31,248
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805   2,125,008 46,972 SH   SOLE   0 0 46,972
FIRST TR NAS100 EQ WEIGHTED SHS 337344105   1,317,225 10,500 SH   SOLE   0 0 10,500
FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108   3,051,097 23,213 SH   SOLE   0 0 23,213
FLOWSERVE CORP COM 34354P105   2,066,288 39,975 SH   SOLE   0 0 39,975
FORTIVE CORP COM 34959J108   624,878 7,917 SH   SOLE   0 0 7,917
GUARDANT HEALTH INC COM 40131M109   5,708,826 248,859 SH   SOLE   0 0 248,859
HEALTHEQUITY INC COM 42226A107   732,334 8,947 SH   SOLE   0 0 8,947
HOME DEPOT INC COM 437076102   246,448 608 SH   SOLE   0 0 608
HUBSPOT INC COM 443573100   725,804 1,365 SH   SOLE   0 0 1,365
IAMGOLD CORP COM 450913108   6,200,730 1,185,608 SH   SOLE   0 0 1,185,608
ILLUMINA INC COM 452327109   375,094 2,876 SH   SOLE   0 0 2,876
INVESCO EXCH TRADED FD TR II CEF INM COMPSI 46138E404   1,525,219 77,383 SH   SOLE   0 0 77,383
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,348,788 13,110 SH   SOLE   0 0 13,110
ISHARES TR PFD AND INCM SEC 464288687   1,536,788 46,247 SH   SOLE   0 0 46,247
ISHARES TR ISHARES BIOTECH 464287556   918,154 6,306 SH   SOLE   0 0 6,306
ISHARES TR CORE S&P US VLU 464287663   2,328,349 24,383 SH   SOLE   0 0 24,383
ISHARES TR RUS MID CAP ETF 464287499   1,350,102 15,318 SH   SOLE   0 0 15,318
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   1,489,357 25,027 SH   SOLE   0 0 25,027
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845   697,540 14,523 SH   SOLE   0 0 14,523
KAYNE ANDERSON ENERGY INFRST COM 486606106   333,476 30,316 SH   SOLE   0 0 30,316
KB HOME COM 48666K109   2,117,558 24,712 SH   SOLE   0 0 24,712
KIRBY CORP COM 497266106   775,526 6,334 SH   SOLE   0 0 6,334
LULULEMON ATHLETICA INC COM 550021109   12,820,944 47,249 SH   SOLE   0 0 47,249
MARSH & MCLENNAN COS INC COM 571748102   1,048,990 4,702 SH   SOLE   0 0 4,702
MERCADOLIBRE INC COM 58733R102   946,473 461 SH   SOLE   0 0 461
MICRON TECHNOLOGY INC COM 595112103   1,392,967 13,431 SH   SOLE   0 0 13,431
MICROSOFT CORP COM 594918104   18,223,780 42,351 SH   SOLE   0 0 42,351
NETFLIX INC COM 64110L106   13,218,646 18,637 SH   SOLE   0 0 18,637
NEUROCRINE BIOSCIENCES INC COM 64125C109   5,491,166 47,658 SH   SOLE   0 0 47,658
NEXTERA ENERGY INC COM 65339F101   15,267,334 180,614 SH   SOLE   0 0 180,614
NISOURCE INC COM 65473P105   234,435 6,766 SH   SOLE   0 0 6,766
NVIDIA CORPORATION COM 67066G104   22,572,962 185,877 SH   SOLE   0 0 185,877
ON HLDG AG NAMEN AKT A H5919C104   505,662 10,083 SH   SOLE   0 0 10,083
PACER FDS TR US CASH COWS 100 69374H881   523,535 9,053 SH   SOLE   0 0 9,053
PHILLIPS 66 COM 718546104   1,089,169 8,286 SH   SOLE   0 0 8,286
RTX CORPORATION COM 75513E101   705,802 5,825 SH   SOLE   0 0 5,825
SALESFORCE INC COM 79466L302   765,848 2,798 SH   SOLE   0 0 2,798
SANOFI SPONSORED ADR 80105N105   12,496,033 216,832 SH   SOLE   0 0 216,832
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   991,540 22,197 SH   SOLE   0 0 22,197
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   2,095,999 25,947 SH   SOLE   0 0 25,947
SPDR S&P 500 ETF TR TR UNIT 78462F103   890,370 1,552 SH   SOLE   0 0 1,552
SPOTIFY TECHNOLOGY S A SHS L8681T102   13,233,264 35,908 SH   SOLE   0 0 35,908
TAL EDUCATION GROUP SPONSORED ADS 874080104   6,565,327 554,504 SH   SOLE   0 0 554,504
TANGER INC COM 875465106   2,099,467 63,275 SH   SOLE   0 0 63,275
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   351,644 29,182 SH   SOLE   0 0 29,182
TENET HEALTHCARE CORP COM NEW 88033G407   5,803,249 34,917 SH   SOLE   0 0 34,917
TJX COS INC NEW COM 872540109   860,553 7,321 SH   SOLE   0 0 7,321
TOLL BROTHERS INC COM 889478103   1,103,453 7,143 SH   SOLE   0 0 7,143
TRANSUNION COM 89400J107   676,267 6,459 SH   SOLE   0 0 6,459
TXNM ENERGY INC COM 69349H107   15,596,814 356,336 SH   SOLE   0 0 356,336
TYSON FOODS INC CL A 902494103   2,093,585 35,151 SH   SOLE   0 0 35,151
VANECK ETF TRUST BDC INCOME ETF 92189F411   506,521 30,587 SH   SOLE   0 0 30,587
VANGUARD WORLD FD UTILITIES ETF 92204A876   2,186,416 12,562 SH   SOLE   0 0 12,562
WEC ENERGY GROUP INC COM 92939U106   15,159,765 157,619 SH   SOLE   0 0 157,619
WORKDAY INC CL A 98138H101   6,223,841 25,465 SH   SOLE   0 0 25,465
XCEL ENERGY INC COM 98389B100   15,242,759 233,427 SH   SOLE   0 0 233,427