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
Microsoft Corp. COM 594918104   167,362 397,800 SH   SOLE   397,800 0 0
NVIDIA Corp. COM 67066G104   145,021 160,500 SH   SOLE   160,500 0 0
Qualcomm Inc. COM 747525103   95,214 562,400 SH   SOLE   562,400 0 0
Eli Lilly and Co. COM 532457108   87,909 113,000 SH   SOLE   113,000 0 0
Ferrari NV COM N3167Y103   81,390 186,700 SH   SOLE   186,700 0 0
Amazon.com Inc. COM 023135106   61,654 341,800 SH   SOLE   341,800 0 0
Cameco Corp. COM 13321L108   58,915 1,360,000 SH   SOLE   1,360,000 0 0
Constellation Energy Corp. COM 21037T109   43,440 235,000 SH   SOLE   235,000 0 0
Visa Inc. CL A 92826C839   42,476 152,200 SH   SOLE   152,200 0 0
Vertiv Holdings Co. COM 92537N108   42,468 520,000 SH   SOLE   520,000 0 0
American Express Co. COM 025816109   42,054 184,700 SH   SOLE   184,700 0 0
Emerson Electric Co. COM 291011104   38,234 337,100 SH   SOLE   337,100 0 0
Motorola Solutions Inc. COM 620076307   36,030 101,500 SH   SOLE   101,500 0 0
Apple Inc. COM 037833100   35,702 208,200 SH   SOLE   208,200 0 0
General Electric Co. COM 369604301   32,192 183,400 SH   SOLE   183,400 0 0
ARM Holdings PLC COM 042068205   32,110 256,900 SH   SOLE   256,900 0 0
Palo Alto Networks, Inc. COM 697435105   31,823 112,000 SH   SOLE   112,000 0 0
The Hershey Co. COM 427866108   29,739 152,900 SH   SOLE   152,900 0 0
Madrigal Pharmaceuticals, Inc. COM 558868105   29,432 110,215 SH   SOLE   110,215 0 0
Alphabet Inc. CL C 02079K107   28,929 190,000 SH   SOLE   190,000 0 0
Seagate Technology Holdings Public L imited Co. COM G7997R103   25,449 273,500 SH   SOLE   273,500 0 0
Tetra Tech Inc. COM 88162G103   25,268 136,800 SH   SOLE   136,800 0 0
Mongo DB, Inc. COM 60937P106   24,029 67,000 SH   SOLE   67,000 0 0
Crocs, Inc. COM 227046109   22,720 158,000 SH   SOLE   158,000 0 0
Equinix Inc. COM 29444U700   22,449 27,200 SH   SOLE   27,200 0 0
Broadcom Inc. COM 11135F101   21,604 16,300 SH   SOLE   16,300 0 0
The Walt Disney Co. COM 254687106   21,523 175,900 SH   SOLE   175,900 0 0
NextEra Energy Inc. COM 65339F101   21,410 335,000 SH   SOLE   335,000 0 0
RTX Corp. COM 75513E101   20,754 212,800 SH   SOLE   212,800 0 0
Dell Technologies Inc. CL C 24703L202   19,170 168,000 SH   SOLE   168,000 0 0
Netflix Inc. COM 64110L106   19,131 31,500 SH   SOLE   31,500 0 0
BILL Holdings, Inc. COM 090043100   17,627 256,500 SH   SOLE   256,500 0 0
O'Reilly Automotive, Inc. COM 67103H107   17,272 15,300 SH   SOLE   15,300 0 0
Roper Technologies Inc. COM 776696106   17,106 30,500 SH   SOLE   30,500 0 0
Inspire Medical Systems, Inc. COM 457730109   17,054 79,400 SH   SOLE   79,400 0 0
Micron Technology, Inc. COM 595112103   15,892 134,800 SH   SOLE   134,800 0 0
Xylem, Inc. COM 98419M100   15,625 120,900 SH   SOLE   120,900 0 0
Casey's General Stores, Inc. COM 147528103   15,604 49,000 SH   SOLE   49,000 0 0
Costco Wholesale Corp. COM 22160K105   15,239 20,800 SH   SOLE   20,800 0 0
Applied Materials, Inc. COM 038222105   14,972 72,600 SH   SOLE   72,600 0 0
Cboe Global Markets, Inc. COM 12503M108   14,956 81,400 SH   SOLE   81,400 0 0
CME Group Inc. CL A 12572Q105   14,812 68,800 SH   SOLE   68,800 0 0
ASML Holding N.V. SPONSORED ADR N07059210   14,654 15,100 SH   SOLE   15,100 0 0
Peabody Energy Corp. COM 704551100   14,059 579,500 SH   SOLE   579,500 0 0
GLOBALFOUNDRIes Inc. COM G39387108   13,705 263,000 SH   SOLE   263,000 0 0
Taiwan Semiconductor Manufacturing Co., Ltd. SPONSORED ADR 874039100   13,197 97,000 SH   SOLE   97,000 0 0
Intuitive Surgical Inc. COM 46120E602   12,771 32,000 SH   SOLE   32,000 0 0
Procore Technologies, Inc. COM 74275K108   12,326 150,000 SH   SOLE   150,000 0 0
Lockheed Martin Corp. COM 539830109   12,191 26,800 SH   SOLE   26,800 0 0
Option Care Health Inc. COM 68404L201   11,994 357,600 SH   SOLE   357,600 0 0
Darling Ingredients Inc. COM 237266101   11,628 250,000 SH   SOLE   250,000 0 0
Crown Castle Inc. COM 22822V101   11,535 109,000 SH   SOLE   109,000 0 0
SL Green Realty Corp. COM 78440X887   11,522 209,000 SH   SOLE   209,000 0 0
Walmart Inc. COM 931142103   11,517 191,400 SH   SOLE   191,400 0 0
Markel Corp. COM 570535104   11,411 7,500 SH   SOLE   7,500 0 0
American Tower Corp. COM 03027X100   11,381 57,600 SH   SOLE   57,600 0 0
Adobe Inc. COM 00724F101   11,354 22,500 SH   SOLE   22,500 0 0
Joby Aviation, Inc COM G65163100   11,015 2,055,000 SH   SOLE   2,055,000 0 0
Agilent Technologies, Inc. COM 00846U101   10,942 75,200 SH   SOLE   75,200 0 0
Kura Sushi USA, Inc. CL A 501270102   10,940 95,000 SH   SOLE   95,000 0 0
Arista Networks Inc. COM 040413106   10,874 37,500 SH   SOLE   37,500 0 0
Blackstone Inc. COM 09260D107   10,772 82,000 SH   SOLE   82,000 0 0
Service Corp. International COM 817565104   10,760 145,000 SH   SOLE   145,000 0 0
Lamb Weston Holdings Inc. COM 513272104   10,653 100,000 SH   SOLE   100,000 0 0
On Holding AG CL A H5919C104   10,614 300,000 SH   SOLE   300,000 0 0
Spotify Technology S.A. COM L8681T102   10,292 39,000 SH   SOLE   39,000 0 0
EOG Resources, Inc. COM 26875P101   10,227 80,000 SH   SOLE   80,000 0 0
Take-Two Interactive Software, Inc. COM 874054109   10,216 68,800 SH   SOLE   68,800 0 0
Ollie's Bargain Outlet Holdings Inc. COM 681116109   10,105 127,000 SH   SOLE   127,000 0 0
L3Harris Technologies, Inc. COM 502431109   9,994 46,900 SH   SOLE   46,900 0 0
Medpace Holdings, Inc. COM 58506Q109   9,942 24,601 SH   SOLE   24,601 0 0
Leidos Holdings, Inc. COM 525327102   9,832 75,000 SH   SOLE   75,000 0 0
Thermo Fisher Scientific, Inc. COM 883556102   9,590 16,500 SH   SOLE   16,500 0 0
Intel Corp. COM 458140100   9,585 217,000 SH   SOLE   217,000 0 0
Digital Realty Trust, Inc. COM 253868103   9,363 65,000 SH   SOLE   65,000 0 0
Vornado Realty Trust COM 929042109   9,149 318,000 SH   SOLE   318,000 0 0
BorgWarner, Inc. COM 099724106   8,966 258,100 SH   SOLE   258,100 0 0
Eaton Corp plc COM G29183103   8,755 28,000 SH   SOLE   28,000 0 0
Accenture plc. CL A G1151C101   8,665 25,000 SH   SOLE   25,000 0 0
KeyCorp COM 493267108   7,905 500,000 SH   SOLE   500,000 0 0
Kinsale Capital Group, Inc. COM 49714P108   7,556 14,400 SH   SOLE   14,400 0 0
Exponent Inc. COM 30214U102   7,120 86,100 SH   SOLE   86,100 0 0
Ameresco Inc. CL A 02361E108   6,653 275,700 SH   SOLE   275,700 0 0
Advanced Micro Devices Inc. COM 007903107   6,155 34,100 SH   SOLE   34,100 0 0
Ross Stores Inc. COM 778296103   6,017 41,000 SH   SOLE   41,000 0 0
Chart Industries, Inc. COM 16115Q308   6,012 36,500 SH   SOLE   36,500 0 0
Rockwell Automation, Inc. COM 773903109   5,827 20,000 SH   SOLE   20,000 0 0
D.R. Horton, Inc. COM 23331A109   5,759 35,000 SH   SOLE   35,000 0 0
PowerSchool Holdings, Inc. CL A 73939C106   5,401 253,700 SH   SOLE   253,700 0 0
Lattice Semiconductor Corp. COM 518415104   5,273 67,400 SH   SOLE   67,400 0 0
Wolfspeed, Inc. COM 977852102   5,236 177,500 SH   SOLE   177,500 0 0
TJX Companies, Inc. COM 872540109   5,172 51,000 SH   SOLE   51,000 0 0
ESAB Corp. COM 29605J106   5,160 46,666 SH   SOLE   46,666 0 0
HDFC Bank Ltd. SPONSORED ADR 40415F101   4,869 87,000 SH   SOLE   87,000 0 0
Doximity, Inc. CL A 26622P107   4,650 172,800 SH   SOLE   172,800 0 0
BJ's Wholesale Club Holdings Inc. COM 05550J101   4,615 61,000 SH   SOLE   61,000 0 0
NuScale Power Corp. CL A 67079K100   1,328 250,000 SH   SOLE   250,000 0 0