ABBOTT LABORATORIES COM 002824100 370832 3752 SH SOLE 3752 0 0 ADVANCED MICRO DEVICES INC COM 007903107 4026604 6582 SH SOLE 6582 0 0 AIRBNB INC COM CL A 009066101 48195 300 SH Call SOLE 300 0 0 AIRBNB INC COM CL A 009066101 1242628 7735 SH SOLE 7735 0 0 ALCOA CORP COM 013872106 743109 17693 SH SOLE 17693 0 0 ALPHABET INC CAP STK CL C 02079K107 233407 685 SH SOLE 685 0 0 ALPHABET INC CAP STK CL A 02079K305 3517530 10223 SH SOLE 10223 0 0 AMAZON COM INC COM 023135106 348810 1400 SH Call SOLE 1400 0 0 AMAZON COM INC COM 023135106 2997773 12032 SH SOLE 12032 0 0 AMERICAN EXPRESS CO COM 025816109 1169070 3844 SH SOLE 3844 0 0 AMPHENOL CORP CL A 032095101 1368189 16230 SH SOLE 16230 0 0 APPLE INC COM 037833100 2290025 6877 SH SOLE 6876 0 0 APPLIED DIGITAL CORP COM NEW 038169207 2437 100 SH Call SOLE 100 0 0 APPLIED DIGITAL CORP COM NEW 038169207 233733 9591 SH SOLE 9591 0 0 APPLIED MATLS INC COM 038222105 102276 200 SH Call SOLE 200 0 0 APPLIED MATLS INC COM 038222105 1364321 2668 SH SOLE 2667 0 0 APPLOVIN CORP COM CL A 03831W108 1713247 5899 SH SOLE 5899 0 0 ARGENX SE SPONSORED ADR 04016X101 216714 226 SH SOLE 226 0 0 ARISTA NETWORKS INC COM SHS 040413205 2019409 9919 SH SOLE 9919 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 878384 1764 SH SOLE 1764 0 0 BLOOM ENERGY CORP COM CL A 093712107 55396 200 SH Call SOLE 200 0 0 BLOOM ENERGY CORP COM CL A 093712107 222969 805 SH SOLE 805 0 0 BOOKING HOLDINGS INC COM 09857L108 1291876 7930 SH SOLE 7930 0 0 BROADCOM INC COM 11135F101 140476 400 SH Call SOLE 400 0 0 BROADCOM INC COM 11135F101 1676999 4775 SH SOLE 4775 0 0 CBRE GROUP INC CL A 12504L109 1296262 10090 SH SOLE 10090 0 0 CSX CORP COM 126408103 2016034 43346 SH SOLE 43346 0 0 CAMECO CORP COM 13321L108 2027304 23391 SH SOLE 23391 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 1829398 21497 SH SOLE 21497 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 869013 2235 SH SOLE 2235 0 0 CATERPILLAR INC COM 149123101 683514 843 SH SOLE 843 0 0 CHEVRON CORPORATION COM 166764100 224561 1100 SH SOLE 1099 0 0 CIENA CORP COM NEW 171779309 267383 760 SH SOLE 760 0 0 CITIGROUP INC COM NEW 172967424 1426447 11017 SH SOLE 11016 0 0 COCA COLA CO COM 191216100 1447265 16813 SH SOLE 16813 0 0 CONOCOPHILLIPS COM 20825C104 1564279 12499 SH SOLE 12499 0 0 CONSTELLATION ENERGY CORP COM 21037T109 1455557 5730 SH SOLE 5730 0 0 CUMMINS INC COM 231021106 1301353 2519 SH SOLE 2519 0 0 DEERE & CO COM 244199105 2118740 3155 SH SOLE 3155 0 0 DIAMONDBACK ENERGY INC COM 25278X109 361953 1969 SH SOLE 1969 0 0 DOMINION ENERGY INC COM 25746U109 1019547 16846 SH SOLE 16846 0 0 EOG RES INC COM 26875P101 421806 3062 SH SOLE 3061 0 0 EQT CORP COM 26884L109 1562625 32179 SH SOLE 32179 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1423676 16493 SH SOLE 16493 0 0 EMERSON ELEC CO COM 291011104 2309788 14892 SH SOLE 14892 0 0 ENTERGY CORP NEW COM 29364G103 1214155 12232 SH SOLE 12232 0 0 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 597707 3673 SH SOLE 3672 0 0 META PLATFORMS INC CL A 30303M102 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