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
ABBVIE INC COM 00287y109   3,080 17,333 SH   SOLE   0 0 17,333
ADVANCED MICRO DEVICE IN COM 007903107   3,388 28,046 SH   SOLE   0 0 28,046
ALPHABET INC CLASS A COM 02079k305   3,772 19,927 SH   SOLE   0 0 19,927
ALPHABET INC CLASS C COM 02079k107   6,150 32,295 SH   SOLE   0 0 32,295
AMAZON.COM INC COM 023135106   3,463 15,786 SH   SOLE   0 0 15,786
AMERICAN EXPRESS CO COM 025816109   2,914 9,820 SH   SOLE   0 0 9,820
AMGEN INC COM 031162100   457 1,755 SH   SOLE   0 0 1,755
APPLE INC COM 037833100   17,027 67,993 SH   SOLE   0 0 67,993
ARCHROCK INC COM 03957w106   670 26,900 SH   SOLE   0 0 26,900
BERKSHIRE HATHAWAY CLASS B COM 084670702   2,069 4,565 SH   SOLE   0 0 4,565
BLACKSTONE INC COM 09260d107   250 1,450 SH   SOLE   0 0 1,450
BROADCOM INC COM 11135f101   10,182 43,920 SH   SOLE   0 0 43,920
CAMECO CORP F COM 13321l108   328 6,375 SH   SOLE   0 0 6,375
CATERPILLAR INC COM 149123101   225 621 SH   SOLE   0 0 621
CHEVRON CORP NEW COM 166764100   1,450 10,013 SH   SOLE   0 0 10,013
COSTCO WHSL CORP NEW COM 22160k105   3,841 4,192 SH   SOLE   0 0 4,192
CROWDSTRIKE HLDGS INC CLASS A COM 22788c105   684 2,000 SH   SOLE   0 0 2,000
DIAMONDBACK ENERGY INC COM 25278x109   3,630 22,160 SH   SOLE   0 0 22,160
DISCOVER FINL SVCS COM 254709108   238 1,375 SH   SOLE   0 0 1,375
DUKE ENERGY CORP NEW COM 26441c204   491 4,553 SH   SOLE   0 0 4,553
EATON CORP PLC F COM g29183103   314 945 SH   SOLE   0 0 945
ELI LILLY AND CO COM 532457108   2,650 3,433 SH   SOLE   0 0 3,433
ENBRIDGE INC F COM 29250n105   2,852 67,207 SH   SOLE   0 0 67,207
ENOVIX CORP COM 293594107   2,347 215,875 SH   SOLE   0 0 215,875
EOG RES INC COM 26875p101   2,555 20,842 SH   SOLE   0 0 20,842
EQUIFAX INC COM 294429105   637 2,500 SH   SOLE   0 0 2,500
EQUITY RESIDENTIAL COM 29476L107   215 3,000 SH   SOLE   0 0 3,000
EXXON MOBIL CORP COM 30231g102   6,192 57,567 SH   SOLE   0 0 57,567
FTAI INFRASTRUCTURE INC COM 35953c106   1,263 174,010 SH   SOLE   0 0 174,010
GENERAL DYNAMICS CORP COM 369550108   524 1,990 SH   SOLE   0 0 1,990
HONEYWELL INTL INC COM 438516106   450 1,990 SH   SOLE   0 0 1,990
IBM CORP COM 459200101   568 2,585 SH   SOLE   0 0 2,585
JOHNSON & JOHNSON COM 478160104   1,048 7,244 SH   SOLE   0 0 7,244
JPMORGAN CHASE & CO COM 46625h100   941 3,926 SH   SOLE   0 0 3,926
LXP INDUSTRIAL TRUST REIT COM 529043101   364 44,850 SH   SOLE   0 0 44,850
MAGNOLIA OIL & GAS CORP CLASS COM 559663109   801 34,250 SH   SOLE   0 0 34,250
MASTERCARD INC CLASS A COM 57636q104   263 500 SH   SOLE   0 0 500
MERCK & CO. INC. COM 58933y105   1,208 12,140 SH   SOLE   0 0 12,140
META PLATFORMS INC CLASS A COM 30303m102   747 1,276 SH   SOLE   0 0 1,276
MICROCHIP TECHNOLOGY INC COM 595017104   1,580 27,556 SH   SOLE   0 0 27,556
MICROSOFT CORP COM 594918104   2,622 6,221 SH   SOLE   0 0 6,221
MORGAN STANLEY COM 617446448   317 2,523 SH   SOLE   0 0 2,523
NIKE INC CLASS B COM 654106103   302 3,989 SH   SOLE   0 0 3,989
NVIDIA CORP COM 67066g104   12,678 94,410 SH   SOLE   0 0 94,410
PEPSICO INC COM 713448108   985 6,479 SH   SOLE   0 0 6,479
PHILIP MORRIS INTL INC COM 718172109   1,749 14,530 SH   SOLE   0 0 14,530
PHILLIPS 66 COM 718546104   648 5,689 SH   SOLE   0 0 5,689
QUALCOMM INC COM 747525103   2,737 17,815 SH   SOLE   0 0 17,815
RTX CORP COM 75513e101   328 2,836 SH   SOLE   0 0 2,836
RXSIGHT INC COM 78349d107   1,351 39,300 SH   SOLE   0 0 39,300
SALESFORCE INC COM 79466l302   2,338 6,993 SH   SOLE   0 0 6,993
SFL CORP LTD F COM g7738w106   3,129 306,124 SH   SOLE   0 0 306,124
SPDR GOLD SHARES ETF COM 78463v107   1,373 5,670 SH   SOLE   0 0 5,670
SPDR S&P 500 ETF IV COM 78462f103   1,172 2,000 SH   SOLE   0 0 2,000
STAG INDL INC REIT COM 85254j102   2,040 60,316 SH   SOLE   0 0 60,316
T-MOBILE US INC COM 872590104   1,282 5,810 SH   SOLE   0 0 5,810
TESLA INC COM 88160r101   890 2,205 SH   SOLE   0 0 2,205
TEXAS INSTRS INC COM 882508104   1,241 6,617 SH   SOLE   0 0 6,617
THE COCA-COLA CO COM 191216100   358 5,758 SH   SOLE   0 0 5,758
VISTRA CORP COM 92840m102   4,623 33,535 SH   SOLE   0 0 33,535