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
ADOBE INC COM 00724F101   4,864,339 9,540 SH   SOLE   9,540 0 0
ADVANCED MICRO DEVICES INC COM 007903107   15,014,548 146,028 SH   SOLE   146,028 0 0
ALCON AG ORD SHS H01301128   16,811,061 218,155 SH   SOLE   218,155 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   3,532,990 156,813 SH   SOLE   156,813 0 0
ALPHABET INC CAP STK CL C 02079K107   17,391,597 131,904 SH   SOLE   131,904 0 0
AMAZON COM INC COM 023135106   22,338,923 175,731 SH   SOLE   175,731 0 0
ANALOG DEVICES INC COM 032654105   1,221,023 6,974 SH   SOLE   6,974 0 0
APPLE INC COM 037833100   16,105,172 94,067 SH   SOLE   94,067 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   908,628 1,544 SH   SOLE   1,544 0 0
CAMECO CORP COM 13321L108   2,224,985 56,130 SH   SOLE   56,130 0 0
CANADIAN NATL RY CO COM 136375102   1,850,473 17,082 SH   SOLE   17,082 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   4,715,294 63,369 SH   SOLE   63,369 0 0
CENOVUS ENERGY INC COM 15135U109   517,433 24,853 SH   SOLE   24,853 0 0
CONSOL ENERGY INC NEW COM 20854L108   4,925,014 46,945 SH   SOLE   46,945 0 0
CRESCENT PT ENERGY CORP COM 22576C101   828,802 99,856 SH   SOLE   99,856 0 0
DENISON MINES CORP COM 248356107   3,603,307 2,183,823 SH   SOLE   2,183,823 0 0
ELASTIC N V ORD SHS N14506104   2,918,532 35,925 SH   SOLE   35,925 0 0
EXXON MOBIL CORP COM 30231G102   18,202,881 154,813 SH   SOLE   154,813 0 0
FIVE BELOW INC COM 33829M101   3,794,099 23,580 SH   SOLE   23,580 0 0
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529   226,717 2,265 SH   SOLE   2,265 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,378,803 106,769 SH   SOLE   106,769 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,844,675 31,260 SH   SOLE   31,260 0 0
IQVIA HLDGS INC COM 46266C105   4,156,514 21,126 SH   SOLE   21,126 0 0
ISHARES TR CORE S&P500 ETF 464287200   12,058,559 28,080 SH   SOLE   28,080 0 0
ISHARES TR CORE S&P SCP ETF 464287804   1,495,801 15,857 SH   SOLE   15,857 0 0
ISHARES TR JPMORGAN USD EMG 464288281   383,995 4,653 SH   SOLE   4,653 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,998,220 33,143 SH   SOLE   33,143 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,811,479 66,185 SH   SOLE   66,185 0 0
MASTERCARD INCORPORATED CL A 57636Q104   24,493,921 61,867 SH   SOLE   61,867 0 0
MERCADOLIBRE INC COM 58733R102   1,585,623 1,251 SH   SOLE   1,251 0 0
META PLATFORMS INC CL A 30303M102   15,204,402 50,646 SH   SOLE   50,646 0 0
MICROSOFT CORP COM 594918104   24,137,917 76,446 SH   SOLE   76,446 0 0
MOODYS CORP COM 615369105   5,334,034 16,871 SH   SOLE   16,871 0 0
NEXGEN ENERGY LTD COM 65340P106   3,416,451 572,270 SH   SOLE   572,270 0 0
NVIDIA CORPORATION COM 67066G104   10,086,339 23,188 SH   SOLE   23,188 0 0
OKTA INC CL A 679295105   3,920,885 48,103 SH   SOLE   48,103 0 0
PEABODY ENERGY CORP COM 704551100   1,254,018 48,250 SH   SOLE   48,250 0 0
PROSHARES TR PSHS SH MSCI EMR 74347R396   279,587 18,226 SH   SOLE   18,226 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   4,070,361 373,770 SH   SOLE   373,770 0 0
PROSHARES TR SHRT RUSSELL2000 74348A210   683,307 28,224 SH   SOLE   28,224 0 0
RTX CORPORATION COM 75513E101   2,252,414 31,297 SH   SOLE   31,297 0 0
S&P GLOBAL INC COM 78409V104   16,718,619 45,753 SH   SOLE   45,753 0 0
SCHWAB CHARLES CORP COM 808513105   16,182,185 294,757 SH   SOLE   294,757 0 0
SERVICENOW INC COM 81762P102   16,040,071 28,696 SH   SOLE   28,696 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   834,302 17,687 SH   SOLE   17,687 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   2,011,636 38,288 SH   SOLE   38,288 0 0
SUNCOR ENERGY INC NEW COM 867224107   802,583 23,344 SH   SOLE   23,344 0 0
T-MOBILE US INC COM 872590104   6,134,539 43,802 SH   SOLE   43,802 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   19,917,640 39,350 SH   SOLE   39,350 0 0
TRANSDIGM GROUP INC COM 893641100   27,067,669 32,104 SH   SOLE   32,104 0 0
UBER TECHNOLOGIES INC COM 90353T100   17,031,264 370,325 SH   SOLE   370,325 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   908,645 5,848 SH   SOLE   5,848 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,410,225 35,966 SH   SOLE   35,966 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   513,067 6,753 SH   SOLE   6,753 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   890,822 18,841 SH   SOLE   18,841 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   582,712 12,115 SH   SOLE   12,115 0 0
VISA INC COM CL A 92826C839   2,199,210 9,561 SH   SOLE   9,561 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   2,038,315 67,072 SH   SOLE   67,072 0 0
DISNEY WALT CO COM 254687106   4,980,344 61,448 SH   SOLE   61,448 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   5,248,217 126,189 SH   SOLE   126,189 0 0
XPEL INC COM 98379L100   3,061,463 39,703 SH   SOLE   39,703 0 0