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
ABBOTT LABS COM 002824100   4,194,346 38,473 SH   SOLE   0 0 38,473
ABBVIE INC COM 00287Y109   3,790,038 28,131 SH   SOLE   0 0 28,131
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   3,847,009 71,175 SH   SOLE   0 0 71,175
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   421,273 1,365 SH   SOLE   0 0 1,365
ADOBE SYSTEMS INCORPORATED COM 00724F101   5,712,870 11,683 SH   SOLE   0 0 11,683
ALPHABET INC CAP STK CL A 02079K305   270,043 2,256 SH   SOLE   0 0 2,256
AMAZON COM INC COM 023135106   9,812,197 75,270 SH   SOLE   0 0 75,270
AMEREN CORP COM 023608102   1,279,312 15,664 SH   SOLE   0 0 15,664
AMERICAN ELEC PWR CO INC COM 025537101   313,725 3,726 SH   SOLE   0 0 3,726
AMERISOURCEBERGEN CORP COM 03073E105   3,730,739 19,388 SH   SOLE   0 0 19,388
APPLE INC COM 037833100   17,475,919 90,096 SH   SOLE   0 0 90,096
APPLIED MATLS INC COM 038222105   5,165,561 35,738 SH   SOLE   0 0 35,738
BANK AMERICA CORP COM 060505104   412,168 14,366 SH   SOLE   0 0 14,366
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   384,989 1,129 SH   SOLE   0 0 1,129
BRISTOL-MYERS SQUIBB CO COM 110122108   3,809,764 59,574 SH   SOLE   0 0 59,574
BROADCOM INC COM 11135F101   3,029,217 3,492 SH   SOLE   0 0 3,492
CATERPILLAR INC COM 149123101   6,335,197 25,748 SH   SOLE   0 0 25,748
CHEVRON CORP NEW COM 166764100   2,788,376 17,721 SH   SOLE   0 0 17,721
CISCO SYS INC COM 17275R102   750,578 14,507 SH   SOLE   0 0 14,507
COHEN & STEERS INFRASTRUCTUR COM 19248A109   3,399,920 143,942 SH   SOLE   0 0 143,942
COINBASE GLOBAL INC COM CL A 19260Q107   475,521 6,646 SH   SOLE   0 0 6,646
COSTCO WHSL CORP NEW COM 22160K105   4,070,319 7,560 SH   SOLE   0 0 7,560
DEERE & CO COM 244199105   5,589,559 13,795 SH   SOLE   0 0 13,795
DOMINOS PIZZA INC COM 25754A201   712,025 2,113 SH   SOLE   0 0 2,113
EOG RES INC COM 26875P101   6,005,618 52,478 SH   SOLE   0 0 52,478
EVERGY INC COM 30034W106   211,558 3,621 SH   SOLE   0 0 3,621
EXXON MOBIL CORP COM 30231G102   252,038 2,350 SH   SOLE   0 0 2,350
FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855   1,720,018 102,078 SH   SOLE   0 0 102,078
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408   450,333 7,580 SH   SOLE   0 0 7,580
FORD MTR CO DEL COM 345370860   2,838,877 187,632 SH   SOLE   0 0 187,632
FORTINET INC COM 34959E109   2,924,804 38,693 SH   SOLE   0 0 38,693
GENERAL DYNAMICS CORP COM 369550108   2,809,348 13,058 SH   SOLE   0 0 13,058
ILLINOIS TOOL WKS INC COM 452308109   3,045,295 12,173 SH   SOLE   0 0 12,173
INTERNATIONAL BUSINESS MACHS COM 459200101   1,983,868 14,826 SH   SOLE   0 0 14,826
INTUITIVE SURGICAL INC COM NEW 46120E602   262,952 769 SH   SOLE   0 0 769
INVESCO QQQ TR UNIT SER 1 46090E103   4,655,063 12,601 SH   SOLE   0 0 12,601
ISHARES TR CORE S&P500 ETF 464287200   3,854,053 8,647 SH   SOLE   0 0 8,647
ISHARES TR RUS MD CP GR ETF 464287481   491,413 5,086 SH   SOLE   0 0 5,086
ISHARES TR U.S. TECH ETF 464287721   582,328 5,349 SH   SOLE   0 0 5,349
JOHNSON & JOHNSON COM 478160104   4,272,188 25,811 SH   SOLE   0 0 25,811
LILLY ELI & CO COM 532457108   2,295,080 4,894 SH   SOLE   0 0 4,894
LOWES COS INC COM 548661107   6,389,736 28,311 SH   SOLE   0 0 28,311
MARATHON PETE CORP COM 56585A102   4,441,191 38,089 SH   SOLE   0 0 38,089
MARVELL TECHNOLOGY INC COM 573874104   1,910,579 31,960 SH   SOLE   0 0 31,960
MICROSOFT CORP COM 594918104   12,702,092 37,300 SH   SOLE   0 0 37,300
MONDELEZ INTL INC CL A 609207105   3,379,692 46,335 SH   SOLE   0 0 46,335
MOSAIC CO NEW COM 61945C103   2,981,283 85,180 SH   SOLE   0 0 85,180
MUELLER INDS INC COM 624756102   3,052,531 34,974 SH   SOLE   0 0 34,974
NETFLIX INC COM 64110L106   482,777 1,096 SH   SOLE   0 0 1,096
NEXTERA ENERGY INC COM 65339F101   268,019 3,612 SH   SOLE   0 0 3,612
NRG ENERGY INC COM NEW 629377508   1,808,671 48,373 SH   SOLE   0 0 48,373
NVIDIA CORPORATION COM 67066G104   13,055,233 30,862 SH   SOLE   0 0 30,862
PALANTIR TECHNOLOGIES INC CL A 69608A108   8,565,469 558,739 SH   SOLE   0 0 558,739
PALO ALTO NETWORKS INC COM 697435105   4,255,264 16,654 SH   SOLE   0 0 16,654
PAPA JOHNS INTL INC COM 698813102   670,387 9,080 SH   SOLE   0 0 9,080
PEPSICO INC COM 713448108   4,373,568 23,613 SH   SOLE   0 0 23,613
POLARIS INC COM 731068102   4,344,354 35,925 SH   SOLE   0 0 35,925
PROSHARES TR S&P 500 DV ARIST 74348A467   693,647 7,357 SH   SOLE   0 0 7,357
PULTE GROUP INC COM 745867101   7,824,706 100,730 SH   SOLE   0 0 100,730
QUALCOMM INC COM 747525103   1,026,191 8,621 SH   SOLE   0 0 8,621
RAYTHEON TECHNOLOGIES CORP COM 75513E101   205,534 2,098 SH   SOLE   0 0 2,098
RELIANCE STEEL & ALUMINUM CO COM 759509102   7,183,370 26,449 SH   SOLE   0 0 26,449
RIOT PLATFORMS INC COM 767292105   241,223 20,408 SH   SOLE   0 0 20,408
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   27,219,167 566,358 SH   SOLE   0 0 566,358
SKYWORKS SOLUTIONS INC COM 83088M102   1,409,572 12,734 SH   SOLE   0 0 12,734
SOUTHERN CO COM 842587107   444,778 6,331 SH   SOLE   0 0 6,331
SPDR SER TR S&P BIOTECH 78464A870   8,331,345 100,136 SH   SOLE   0 0 100,136
SUPER MICRO COMPUTER INC COM 86800U104   18,851,525 75,633 SH   SOLE   0 0 75,633
TESLA INC COM 88160R101   5,602,140 21,401 SH   SOLE   0 0 21,401
TRUIST FINL CORP COM 89832Q109   3,064,160 100,961 SH   SOLE   0 0 100,961
UNITED RENTALS INC COM 911363109   4,948,609 11,111 SH   SOLE   0 0 11,111
VALE S A SPONSORED ADS 91912E105   1,256,108 93,600 SH   SOLE   0 0 93,600
VALERO ENERGY CORP COM 91913Y100   7,753,725 66,102 SH   SOLE   0 0 66,102
VISA INC COM CL A 92826C839   4,854,086 20,440 SH   SOLE   0 0 20,440
WALMART INC COM 931142103   5,373,844 34,189 SH   SOLE   0 0 34,189
WASTE MGMT INC DEL COM 94106L109   1,373,264 7,919 SH   SOLE   0 0 7,919
WEC ENERGY GROUP INC COM 92939U106   2,055,004 23,289 SH   SOLE   0 0 23,289
WESTERN COPPER & GOLD CORP COM 95805V108   23,663 15,466 SH   SOLE   0 0 15,466
ZSCALER INC COM 98980G102   3,434,978 23,479 SH   SOLE   0 0 23,479