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
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 11,432,088 77,553 SH   SOLE   0 0 77,553
AIR TRANSPORT SERVICES GRP I COM 00922R105 BBG001S8KJF9 361,657 20,537 SH   SOLE   0 0 20,537
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 10,476,890 75,001 SH   SOLE   0 0 75,001
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 200,825 1,425 SH   SOLE   0 0 1,425
AMAZON COM INC COM 023135106 BBG001S5PQL7 19,866,586 130,753 SH   SOLE   0 0 130,753
AMERICAN AIRLS GROUP INC COM 02376R102 BBG005P7Q907 176,573 12,851 SH   SOLE   0 0 12,851
APPLE INC COM 037833100 BBG001S5N8V8 21,542,234 111,890 SH   SOLE   0 0 111,890
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 542,898 3,350 SH   SOLE   0 0 3,350
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 5,807,895 80,419 SH   SOLE   0 0 80,419
ARHAUS INC COM CL A 04035M102 BBG012TKHZW7 2,149,981 181,433 SH   SOLE   0 0 181,433
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 847,424 2,376 SH   SOLE   0 0 2,376
CENCORA INC COM 03073E105 BBG001S8X7P0 308,606 1,503 SH   SOLE   0 0 1,503
CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 1,232,209 11,910 SH   SOLE   0 0 11,910
CISCO SYS INC COM 17275R102 BBG001S6HC62 697,162 13,800 SH   SOLE   0 0 13,800
CME GROUP INC COM 12572Q105 BBG001S86547 6,504,041 30,883 SH   SOLE   0 0 30,883
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3,572,022 5,411 SH   SOLE   0 0 5,411
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 7,293,471 28,566 SH   SOLE   0 0 28,566
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 BBG01BG24837 106,845 18,844 SH   SOLE   0 0 18,844
INTUIT COM 461202103 BBG001S6TWR2 7,199,699 11,519 SH   SOLE   0 0 11,519
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 251,099 3,061 SH   SOLE   0 0 3,061
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 247,228 2,491 SH   SOLE   0 0 2,491
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 246,534 2,228 SH   SOLE   0 0 2,228
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 8,133,761 40,525 SH   SOLE   0 0 40,525
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,689,027 10,776 SH   SOLE   0 0 10,776
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 8,072,888 47,460 SH   SOLE   0 0 47,460
KEYCORP COM 493267108 BBG001S5SKV6 215,341 14,954 SH   SOLE   0 0 14,954
KKR & CO INC COM 48251W104 BBG001S6PW05 4,122,235 49,755 SH   SOLE   0 0 49,755
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 661,195 2,932 SH   SOLE   0 0 2,932
MCDONALDS CORP COM 580135101 BBG001S5T110 388,530 1,310 SH   SOLE   0 0 1,310
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 9,063,677 106,207 SH   SOLE   0 0 106,207
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,607,937 6,935 SH   SOLE   0 0 6,935
NIKE INC CL B 654106103 BBG001S6NTK2 647,403 5,963 SH   SOLE   0 0 5,963
NUCOR CORP COM 670346105 BBG001S5TRV0 2,814,211 16,170 SH   SOLE   0 0 16,170
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5,257,987 10,617 SH   SOLE   0 0 10,617
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 294,880 1,000 SH   SOLE   0 0 1,000
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,639,233 31,658 SH   SOLE   0 0 31,658
QUALCOMM INC COM 747525103 BBG001S6VS70 243,288 1,682 SH   SOLE   0 0 1,682
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 6,433,249 35,978 SH   SOLE   0 0 35,978
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 7,368,089 23,623 SH   SOLE   0 0 23,623
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 818,981 1,723 SH   SOLE   0 0 1,723
SPDR SER TR BLOOMBERG HIGH Y 78468R622 BBG001SQS7X7 9,144,699 96,534 SH   SOLE   0 0 96,534
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 BBG001SPYW58 5,041,752 237,147 SH   SOLE   0 0 237,147
TARGA RES CORP COM 87612G101 BBG001TC94B9 5,939,684 68,374 SH   SOLE   0 0 68,374
TESLA INC COM 88160R101 BBG001SQKGD7 4,998,424 20,116 SH   SOLE   0 0 20,116
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 596,664 1,124 SH   SOLE   0 0 1,124
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 2,387,521 14,891 SH   SOLE   0 0 14,891
TREX CO INC COM 89531P105 BBG001SB6TV8 588,637 7,110 SH   SOLE   0 0 7,110
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 3,484,485 6,619 SH   SOLE   0 0 6,619
UPWORK INC COM 91688F104 BBG00FBJ63B7 655,098 44,055 SH   SOLE   0 0 44,055
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1,276,295 2,922 SH   SOLE   0 0 2,922
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,305,484 5,014 SH   SOLE   0 0 5,014
WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 202,724 3,871 SH   SOLE   0 0 3,871