#	Issuer	Ticker	Shares	Value	% of Portfolio
1	INVESCO QQQ TRUST SERIES 1	IVZ	42,555	$26,143	24.43%
2	SPROTT PHYSICAL URANIUM TR	SII	783,700	$15,262	14.26%
3	VANECK SEMICONDUCTOR ETF	92189F676	33,525	$12,074	11.28%
4	KRANESHARES CSI CHINA INTERN	500767306	235,150	$8,007	7.48%
5	NEXGEN ENERGY LTD	NXE	773,300	$7,115	6.65%
6	SS INDUSTRIAL SELECT SECTOR	81369Y704	40,715	$6,316	5.90%
7	SPDR GOLD SHARES	GLD	12,500	$4,954	4.63%
8	ST JOE CO/THE	JOE	63,400	$3,764	3.52%
9	GRAYSCALE ETHEREUM STAKING E	389638107	139,300	$3,395	3.17%
10	ST SR UTL SL SE SPDR ETF-USD	81369Y886	73,000	$3,116	2.91%
11	FOUR CORNERS PROPERTY TRUST	35086T109	130,950	$3,020	2.82%
12	ISHARES BITCOIN TRUST ETF	IBIT	44,700	$2,219	2.07%
13	ADVANCED MICRO DEVICES	AMD	9,300	$1,992	1.86%
14	COHERENT CORP	COHR	8,800	$1,624	1.52%
15	ASTERA LABS INC	ALAB	9,200	$1,531	1.43%
16	BLOOMIN' BRANDS INC	BLMN	174,350	$1,076	1.01%
17	GRAYSCALE ETHEREUM STAKING M	38964R203	34,440	$966	0.90%
18	SPROTT URANIUM MINERS ETF	SII	14,800	$812	0.76%
19	ARM HOLDINGS PLC-ADR	042068205	6,015	$658	0.61%
20	FIRST TRUST NASDAQ CYBERSECU	33734X846	8,000	$572	0.53%