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
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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
NVIDIA CORPORATION COM Equity 67066G104   16,546,137 39,114 SH   SOLE   0 0 39,114
MICROSOFT CORP Equity 594918104   9,795,387 28,764 SH   SOLE   0 0 28,764
ELI LILLY AND CO Equity 532457108   6,147,783 13,109 SH   SOLE   0 0 13,109
CHIPOTLE MEXICAN GRILL INC Equity 169656105   6,098,843 2,851 SH   SOLE   0 0 2,851
BLACKSTONE SECD LENDING FD COMMON STOCK Equity 09261X102   5,959,489 217,818 SH   SOLE   0 0 217,818
J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM Equity 46654Q203   5,514,751 114,012 SH   SOLE   0 0 114,012
J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM Equity 46641Q332   5,193,041 93,856 SH   SOLE   0 0 93,856
CHART INDS INC COM Equity 16115Q308   5,062,953 31,685 SH   SOLE   0 0 31,685
FLEX LNG LTD (BM) USD0.10 Equity G35947202   4,911,702 160,881 SH   SOLE   0 0 160,881
ISHARES MSCI MEXICO ETF Equity 464286822   4,549,354 73,164 SH   SOLE   0 0 73,164
META PLATFORMS INC CLASS A COMMON STOCK Equity 30303M102   4,548,633 15,850 SH   SOLE   0 0 15,850
TESLA INC COM Equity 88160R101   4,534,380 17,322 SH   SOLE   0 0 17,322
SPDR SER TR S&P HOMEBUILD Equity 78464A888   4,527,181 56,378 SH   SOLE   0 0 56,378
AGNC INVT CORP COM Equity 00123Q104   4,391,899 433,554 SH   SOLE   0 0 433,554
EXXON MOBIL CORP Equity 30231G102   4,215,068 39,301 SH   SOLE   0 0 39,301
BOEING CO Equity 097023105   4,028,722 19,079 SH   SOLE   0 0 19,079
APPLE INC Equity 037833100   3,941,545 20,320 SH   SOLE   0 0 20,320
CHENIERE ENERGY INC COM USD0.003 Equity 16411R208   3,922,563 25,745 SH   SOLE   0 0 25,745
INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN Equity 46137V100   3,868,672 45,799 SH   SOLE   0 0 45,799
AMAZON.COM INC Equity 023135106   3,800,246 29,152 SH   SOLE   0 0 29,152
ONEOK INC COM USD0.01 Equity 682680103   3,629,494 58,806 SH   SOLE   0 0 58,806
EQT CORP COM Equity 26884L109   3,560,146 86,558 SH   SOLE   0 0 86,558
FREEPORT-MCMORAN INC COM USD0.10 Equity 35671D857   3,513,947 87,849 SH   SOLE   0 0 87,849
ATLAS ENERGY SOLUTIONS INC COM CLASS A Equity 04930R107   3,248,269 187,112 SH   SOLE   0 0 187,112
PALO ALTO NETWORKS INC COM USD0.0001 Equity 697435105   3,207,382 12,553 SH   SOLE   0 0 12,553
THE NECESSITY RETAIL REIT INC CLASS A COMMON STOCK Equity 02607T109   3,192,949 472,330 SH   SOLE   0 0 472,330
NNN REIT INC COM Equity 637417106   3,066,862 71,672 SH   SOLE   0 0 71,672
WISDOMTREE INDIA EARNINGS FUND Equity 97717W422   3,057,921 87,871 SH   SOLE   0 0 87,871
MCKESSON CORP Equity 58155Q103   2,938,008 6,876 SH   SOLE   0 0 6,876
JPMORGAN CHASE & CO Equity 46625H100   2,876,744 19,780 SH   SOLE   0 0 19,780
REGENCY CENTERS CORP COM USD0.01 Equity 758849103   2,873,598 46,521 SH   SOLE   0 0 46,521
GOLAR LNG LIMITED COM STK USD1.00 Equity G9456A100   2,855,232 141,558 SH   SOLE   0 0 141,558
CEMEX S.A.B. DE C.V. SPON ADR REP 10 ORD SHS Equity 151290889   2,850,068 402,552 SH   SOLE   0 0 402,552
CROWDSTRIKE HLDGS INC CL A Equity 22788C105   2,765,856 18,832 SH   SOLE   0 0 18,832
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 Equity N07059210   2,754,164 3,800 SH   SOLE   0 0 3,800
NEW FORTRESS ENERGY INC COM CL A Equity 644393100   2,721,623 101,629 SH   SOLE   0 0 101,629
FIRST TR EXCHNG TRADED FD VIII CBOE VEST US EQT Equity 33740U208   2,699,190 69,210 SH   SOLE   0 0 69,210
SELECT SECTOR SPDR TR ENERGY Equity 81369Y506   2,678,632 33,000 SH   SOLE   0 0 33,000
ALPHABET INC CAP STK CL C Equity 02079K107   2,595,532 21,456 SH   SOLE   0 0 21,456
RILEY EXPLORATION PERMIAN INC COM Equity 76665T102   2,592,046 72,566 SH   SOLE   0 0 72,566
ANNALY CAPITAL MANAGEMENT INC COM NEW Equity 035710839   2,552,636 127,568 SH   SOLE   0 0 127,568
CALLON PETE CO DEL COM Equity 13123X508   2,538,477 72,383 SH   SOLE   0 0 72,383
CATERPILLAR INC COM Equity 149123101   2,537,537 10,313 SH   SOLE   0 0 10,313
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Equity 36266G107   2,505,088 30,836 SH   SOLE   0 0 30,836
ULTA BEAUTY INC COM Equity 90384S303   2,496,844 5,306 SH   SOLE   0 0 5,306
FRANKLIN BSP RLTY TR INC COMMON STOCK Equity 35243J101   2,479,250 175,088 SH   SOLE   0 0 175,088
ENERPLUS CORPORATION COM NPV ISIN #CA2927661025 SEDOL #B584T89 Equity 292766102   2,456,673 169,777 SH   SOLE   0 0 169,777
CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 Equity 13321L108   2,390,990 76,316 SH   SOLE   0 0 76,316
GLOBAL MED REIT INC COM NEW Equity 37954A204   2,360,371 258,529 SH   SOLE   0 0 258,529
BROADCOM INC COM Equity 11135F101   2,227,387 2,568 SH   SOLE   0 0 2,568
FTAI AVIATION LTD SHS ISIN #KYG3730V1059 Equity G3730V105   2,197,485 69,409 SH   SOLE   0 0 69,409
INNOVATOR ETFS TR US EQTY BUFR MAY Equity 45782C326   2,162,915 68,061 SH   SOLE   0 0 68,061
ENPHASE ENERGY INC COM USD0.00001 Equity 29355A107   1,956,359 11,681 SH   SOLE   0 0 11,681
VICI PPTYS INC COM Equity 925652109   1,865,316 59,348 SH   SOLE   0 0 59,348
TARGA RESOURCES CORP Equity 87612G101   1,791,631 23,543 SH   SOLE   0 0 23,543
SALESFORCE INC COM Equity 79466L302   1,757,049 8,317 SH   SOLE   0 0 8,317
STAG INDUSTRIAL INC Equity 85254J102   1,746,758 48,683 SH   SOLE   0 0 48,683
VANGUARD MID-CAP INDEX FUND Equity 922908629   1,701,740 7,730 SH   SOLE   0 0 7,730
ESSENTIAL PPTYS RLTY TR INC COM Equity 29670E107   1,672,388 71,045 SH   SOLE   0 0 71,045
ATI INC COM USD0.10 Equity 01741R102   1,654,467 37,406 SH   SOLE   0 0 37,406
FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF Equity 33734X846   1,640,470 36,126 SH   SOLE   0 0 36,126
DEERE & CO Equity 244199105   1,640,469 4,049 SH   SOLE   0 0 4,049
GLOBAL X FDS GLBL X MLP ETF Equity 37954Y343   1,619,484 37,724 SH   SOLE   0 0 37,724
J P MORGAN EXCHANGE TRADED FD ULTRA SHRT INC Equity 46641Q837   1,614,455 32,199 SH   SOLE   0 0 32,199
TEXTAINER GROUP HOLDINGS LTD Equity G8766E109   1,614,376 40,995 SH   SOLE   0 0 40,995
ANTERO MIDSTREAM CORP COM Equity 03676B102   1,589,511 137,027 SH   SOLE   0 0 137,027
RITHM CAPITAL CORP Equity 64828T201   1,576,207 168,578 SH   SOLE   0 0 168,578
COTERRA ENERGY INC COM Equity 127097103   1,565,674 61,884 SH   SOLE   0 0 61,884
AXCELIS TECHNOLOGIES INC COM NEW Equity 054540208   1,514,856 8,263 SH   SOLE   0 0 8,263
PERMIAN RESOURCES CORP CLASS A COM Equity 71424F105   1,432,050 130,662 SH   SOLE   0 0 130,662
CONOCOPHILLIPS COM Equity 20825C104   1,357,459 13,102 SH   SOLE   0 0 13,102
MARTIN MARIETTA MATERIALS INC COM USD0.01 Equity 573284106   1,274,442 2,760 SH   SOLE   0 0 2,760
APA CORPORATION COM Equity 03743Q108   1,192,511 34,899 SH   SOLE   0 0 34,899
INNOVATOR ETFS TR US EQTY BUFR MAR Equity 45782C391   1,185,343 31,942 SH   SOLE   0 0 31,942
NOBLE CORPORATION PLC COM USD0.0001 CL A Equity G65431127   1,175,559 28,457 SH   SOLE   0 0 28,457
CORTEVA INC COM Equity 22052L104   1,153,581 20,132 SH   SOLE   0 0 20,132
GXO LOGISTICS INCORPORATED COMMON STOCK Equity 36262G101   1,131,175 18,007 SH   SOLE   0 0 18,007
AES CORP COM USD0.01 Equity 00130H105   1,116,051 53,837 SH   SOLE   0 0 53,837
AUTOZONE INC COM USD0.01 Equity 053332102   939,997 377 SH   SOLE   0 0 377
NEXTERA ENERGY INC COM USD0.01 Equity 65339F101   916,495 12,352 SH   SOLE   0 0 12,352
SERVICENOW INC COM USD0.001 Equity 81762P102   901,192 1,604 SH   SOLE   0 0 1,604
DIAMONDBACK ENERGY INC COM USD0.01 Equity 25278X109   871,003 6,631 SH   SOLE   0 0 6,631
FIDELITY MSCI CONSUMER STAPLES INDEX ETF Equity 316092303   849,203 18,697 SH   SOLE   0 0 18,697
AUTODESK INC Equity 052769106   761,313 3,721 SH   SOLE   0 0 3,721
INNOVATOR ETFS TR US EQTY PWR BUF Equity 45782C813   722,541 21,115 SH   SOLE   0 0 21,115
ISHARES TR MSCI USA QLT FCT Equity 46432F339   701,663 5,203 SH   SOLE   0 0 5,203
VERTEX PHARMACEUTICALS INC Equity 92532F100   658,072 1,870 SH   SOLE   0 0 1,870
INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC Equity 46137V282   635,258 2,160 SH   SOLE   0 0 2,160
INNOVATOR ETFS TR US EQTY PWR BUF Equity 45782C318   609,388 20,415 SH   SOLE   0 0 20,415
INNOVATOR ETFS TR US EQTY PWR BUF Equity 45782C748   559,609 17,670 SH   SOLE   0 0 17,670
INNOVATOR ETFS TR US EQTY PWR BUF Equity 45782C573   523,638 15,442 SH   SOLE   0 0 15,442
VANECK ETF TRUST MRNGSTR WDE MOAT Equity 92189F643   501,799 6,289 SH   SOLE   0 0 6,289
CARRIER GLOBAL CORPORATION COM Equity 14448C104   466,976 9,394 SH   SOLE   0 0 9,394
DOCUSIGN INC COM Equity 256163106   466,707 9,135 SH   SOLE   0 0 9,135
DEVON ENERGY CORP NEW Equity 25179M103   446,943 9,246 SH   SOLE   0 0 9,246
PIONEER NATURAL RESOURCES CO COM USD0.01 Equity 723787107   435,933 2,104 SH   SOLE   0 0 2,104
ANTERO RESOURCES CORP COM Equity 03674X106   418,893 18,189 SH   SOLE   0 0 18,189
INNOVATOR ETFS TR US EQT BUFR APR Equity 45782C888   337,188 9,421 SH   SOLE   0 0 9,421
TANGER FACTORY OUTLET CTRS INC COM Equity 875465106   274,587 12,442 SH   SOLE   0 0 12,442
TECK RESOURCES LTD ISIN #CA8787422044 SEDOL #2879327 Equity 878742204   248,582 5,905 SH   SOLE   0 0 5,905
DIREXION DAILY TECHNOLOGY BULL 3X SHARES ETF Equity 25459W102   238,768 4,420 SH   SOLE   0 0 4,420
INNOVATOR ETFS TR US EQTY PWR BUF Equity 45782C383   219,809 6,509 SH   SOLE   0 0 6,509
SIMMONS FIRST NATIONAL CORP Equity 828730200   190,061 11,018 SH   SOLE   0 0 11,018