3M CO COM 88579Y101 245635 1496 SH SOLE 0 0 1496 ADVANCED MICRO DEVICES INC COM 007903107 2092831 3421 SH SOLE 0 0 3421 AIRBNB INC COM CL A 009066101 3927411 24447 SH SOLE 0 0 24447 ALPHABET INC CAP STK CL C 02079K107 1629759 4783 SH SOLE 0 0 4783 AMAZON COM INC COM 023135106 1778184 7137 SH SOLE 0 0 7137 APPLE INC COM 037833100 2054400 6169 SH SOLE 0 0 6169 ARISTA NETWORKS INC COM SHS 040413205 1814801 8914 SH SOLE 0 0 8914 ARK ETF TR BLOC FIN INN ETF 00214Q708 713637 15674 SH SOLE 0 0 15674 ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 4167547 93737 SH SOLE 0 0 93737 BANK OF AMER CORP COM 060505104 1673940 30754 SH SOLE 0 0 30754 BITMINE IMMERSION TECHS INC COM NEW 09175A206 5285683 199988 SH SOLE 0 0 199988 BLOCK INC CL A 852234103 5582251 75918 SH SOLE 0 0 75918 BLOOM ENERGY CORP COM CL A 093712107 3174191 11460 SH SOLE 0 0 11460 CHIPOTLE MEXICAN GRILL INC COM 169656105 1597820 50010 SH SOLE 0 0 50010 CIRCLE INTERNET GROUP INC COM CL A 172573107 1984077 24146 SH SOLE 0 0 24146 CLOUDFLARE INC CL A COM 18915M107 5333526 15358 SH SOLE 0 0 15358 COGNEX CORP COM 192422103 3228521 53232 SH SOLE 0 0 53232 COINBASE GLOBAL INC COM CL A 19260Q107 4167568 22357 SH SOLE 0 0 22357 COINSHARES ETF TR BITCOIN MING DIG 91917A207 666402 14832 SH SOLE 0 0 14832 COSTCO WHOLESALE CORPORATION COM 22160K105 1503882 1652 SH SOLE 0 0 1652 DEERE & CO COM 244199105 1684247 2508 SH SOLE 0 0 2508 DELL TECHNOLOGIES INC CL C 24703L202 1681632 3126 SH SOLE 0 0 3126 DOORDASH INC CL A 25809K105 1040912 5671 SH SOLE 0 0 5671 DUOLINGO INC CL A COM 26603R106 2988834 20989 SH SOLE 0 0 20989 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 744894 7865 SH SOLE 0 0 7865 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 910547 11145 SH SOLE 0 0 11145 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 854354 9645 SH SOLE 0 0 9645 FIDELITY COVINGTON TRUST MSCI MATLS INDEX 316092881 859567 15421 SH SOLE 0 0 15421 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 861253 31687 SH SOLE 0 0 31687 GALAXY DIGITAL INC. CL A 36317J209 3386236 148911 SH SOLE 0 0 148911 GENERAL MTRS CO COM 37045V100 1966503 25539 SH SOLE 0 0 25539 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1955417 30606 SH SOLE 0 0 30606 HIMS & HERS HEALTH INC COM CL A 433000106 3158783 106035 SH SOLE 0 0 106035 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 1779767 75064 SH SOLE 0 0 75064 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2155503 10362 SH SOLE 0 0 10362 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 1325153 9030 SH SOLE 0 0 9030 INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 46137V498 1507272 18476 SH SOLE 0 0 18476 IREN LIMITED ORDINARY SHARES Q4982L109 3547362 86775 SH SOLE 0 0 86775 ISHARES TR 7-10 YR TRSY BD 464287440 1340275 15007 SH SOLE 0 0 15007 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 3173493 65352 SH SOLE 0 0 65352 JANUS DETROIT STR TR HENDERSN SML ETF 47103U209 1486102 16642 SH SOLE 0 0 16642 JOHNSON CONTROLS INTERNATION SHS G51502105 1600366 10766 SH SOLE 0 0 10766 JPMORGAN CHASE & CO COM 46625H100 1942872 5873 SH SOLE 0 0 5873 KEYSIGHT TECHNOLOGIES INC COM 49338L103 5285133 14518 SH SOLE 0 0 14518 LUMENTUM HLDGS INC COM 55024U109 3156595 3250 SH SOLE 0 0 3250 MARVELL TECHNOLOGY INC COM 573874104 3554153 13452 SH SOLE 0 0 13452 META PLATFORMS INC CL A 30303M102 1979741 2730 SH SOLE 0 0 2730 MICRON TECHNOLOGY INC COM 595112103 1993886 1872 SH SOLE 0 0 1872 MICROSOFT CORP COM 594918104 1885933 3677 SH SOLE 0 0 3677 MORGAN STANLEY COM NEW 617446448 1702312 9051 SH SOLE 0 0 9051 MORGAN STANLEY ETF TRUST PARA HEDG EQ ETF 61774R874 581118 16418 SH SOLE 0 0 16418 ROCKET COS INC COM CL A 77311W101 2925980 254212 SH SOLE 0 0 254212 ROUNDHILL ETF TRUST MEMORY ETF 77926X320 723716 11990 SH SOLE 0 0 11990 SANDISK CORP COM 80004C200 3311011 1903 SH SOLE 0 0 1903 SEMTECH CORP COM 816850101 3302685 18518 SH SOLE 0 0 18518 SERVICENOW INC COM 81762P102 1607986 11999 SH SOLE 0 0 11999 SHOPIFY INC CL A SUB VTG SHS 82509L107 3482232 23481 SH SOLE 0 0 23481 SOFI TECHNOLOGIES INC COM 83406F102 2919581 185724 SH SOLE 0 0 185724 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 3358699 47186 SH SOLE 0 0 47186 SPDR GOLD TR GOLD SHS 78463V107 203369 534 SH SOLE 0 0 534 SPDR SERIES TRUST ST STR P500ETF 78464A854 1444956 16098 SH SOLE 0 0 16098 SPDR SERIES TRUST ST STR SP SEMI 78464A862 755238 1426 SH SOLE 0 0 1426 SPOTIFY TECHNOLOGY S A SHS L8681T102 1517214 3113 SH SOLE 0 0 3113 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2393173 5246 SH SOLE 0 0 5246 TCW ETF TRUST AAA CLO ETF 29287L858 1767430 34964 SH SOLE 0 0 34964 TCW ETF TRUST FLEXIBLE INCOME 29287L700 1729722 45603 SH SOLE 0 0 45603 TCW ETF TRUST MULTISECTOR CRDT 29287L866 1730319 35743 SH SOLE 0 0 35743 TEMPUS AI INC CL A 88023B103 3682879 44968 SH SOLE 0 0 44968 TREKOR METALS LTD COM 89472Y107 91933 10318 SH SOLE 0 0 10318 TRUST FOR PROFESSIONAL MANAG PERFO TR BD ETF 89834G570 3125512 125674 SH SOLE 0 0 125674 UBER TECHNOLOGIES INC COM 90353T100 1650885 24097 SH SOLE 0 0 24097 ULTA BEAUTY INC COM 90384S303 2979904 5456 SH SOLE 0 0 5456 UNITED RENTALS INC COM 911363109 1626268 1625 SH SOLE 0 0 1625 VIRTUS ETF TR II SEIX SR LN ETF 92790A405 1750507 75518 SH SOLE 0 0 75518