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
ACV AUCTIONS INC COM CL A 00091G104   2,882,255 190,248 SH   SOLE   190,248 0 0
ADOBE INC COM 00724F101   5,726,805 9,599 SH   SOLE   9,599 0 0
ADVANCED MICRO DEVICES INC COM 007903107   21,274,423 144,321 SH   SOLE   144,321 0 0
ALCON AG ORD SHS H01301128   21,285,365 272,470 SH   SOLE   272,470 0 0
ALPHABET INC CAP STK CL C 02079K107   18,341,297 130,145 SH   SOLE   130,145 0 0
AMAZON COM INC COM 023135106   32,086,108 211,176 SH   SOLE   211,176 0 0
ANALOG DEVICES INC COM 032654105   1,359,226 6,845 SH   SOLE   6,845 0 0
APPLE INC COM 037833100   18,736,179 97,316 SH   SOLE   97,316 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,145,588 1,513 SH   SOLE   1,513 0 0
CAMECO CORP COM 13321L108   2,365,650 54,887 SH   SOLE   54,887 0 0
CANADIAN NATL RY CO COM 136375102   2,153,874 17,145 SH   SOLE   17,145 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   5,545,501 70,143 SH   SOLE   70,143 0 0
CONFLUENT INC CLASS A COM 20717M103   3,315,543 141,690 SH   SOLE   141,690 0 0
CRESCENT PT ENERGY CORP COM 22576C101   687,392 99,191 SH   SOLE   99,191 0 0
DENISON MINES CORP COM 248356107   5,198,600 2,937,062 SH   SOLE   2,937,062 0 0
ELASTIC N V ORD SHS N14506104   3,879,334 34,422 SH   SOLE   34,422 0 0
EXXON MOBIL CORP COM 30231G102   15,027,667 150,307 SH   SOLE   150,307 0 0
FIVE BELOW INC COM 33829M101   4,807,386 22,553 SH   SOLE   22,553 0 0
GENERAL ELECTRIC CO COM NEW 369604301   4,874,797 38,195 SH   SOLE   38,195 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   3,361,660 136,376 SH   SOLE   136,376 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,131,087 31,755 SH   SOLE   31,755 0 0
IQVIA HLDGS INC COM 46266C105   4,698,484 20,306 SH   SOLE   20,306 0 0
ISHARES TR CORE S&P500 ETF 464287200   15,563,066 32,584 SH   SOLE   32,584 0 0
ISHARES TR CORE S&P SCP ETF 464287804   684,746 6,326 SH   SOLE   6,326 0 0
ISHARES TR JPMORGAN USD EMG 464288281   489,442 5,496 SH   SOLE   5,496 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   2,065,708 32,206 SH   SOLE   32,206 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,825,604 67,615 SH   SOLE   67,615 0 0
MASTERCARD INCORPORATED CL A 57636Q104   25,578,101 59,971 SH   SOLE   59,971 0 0
MERCADOLIBRE INC COM 58733R102   2,294,236 1,460 SH   SOLE   1,460 0 0
META PLATFORMS INC CL A 30303M102   21,397,582 60,452 SH   SOLE   60,452 0 0
MICROSOFT CORP COM 594918104   27,823,019 73,990 SH   SOLE   73,990 0 0
MOODYS CORP COM 615369105   7,294,724 18,678 SH   SOLE   18,678 0 0
NEXGEN ENERGY LTD COM 65340P106   5,250,593 750,085 SH   SOLE   750,085 0 0
NVIDIA CORPORATION COM 67066G104   15,306,724 30,909 SH   SOLE   30,909 0 0
OKTA INC CL A 679295105   4,556,455 50,331 SH   SOLE   50,331 0 0
ORACLE CORP COM 68389X105   1,235,508 11,719 SH   SOLE   11,719 0 0
RTX CORPORATION COM 75513E101   3,142,174 37,345 SH   SOLE   37,345 0 0
S&P GLOBAL INC COM 78409V104   23,658,790 53,707 SH   SOLE   53,707 0 0
SCHWAB CHARLES CORP COM 808513105   20,634,038 299,913 SH   SOLE   299,913 0 0
SERVICENOW INC COM 81762P102   19,672,014 27,845 SH   SOLE   27,845 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   835,423 17,307 SH   SOLE   17,307 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   3,135,963 51,317 SH   SOLE   51,317 0 0
STAGWELL INC COM CL A 85256A109   2,523,436 380,609 SH   SOLE   380,609 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   704,924 14,062 SH   SOLE   14,062 0 0
SUNCOR ENERGY INC NEW COM 867224107   730,693 22,806 SH   SOLE   22,806 0 0
T-MOBILE US INC COM 872590104   13,092,786 81,661 SH   SOLE   81,661 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   21,039,407 39,638 SH   SOLE   39,638 0 0
TRANSDIGM GROUP INC COM 893641100   24,577,544 24,296 SH   SOLE   24,296 0 0
UBER TECHNOLOGIES INC COM 90353T100   19,275,309 313,063 SH   SOLE   313,063 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   2,612,911 15,334 SH   SOLE   15,334 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,684,132 40,976 SH   SOLE   40,976 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   679,547 8,361 SH   SOLE   8,361 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   1,073,014 22,595 SH   SOLE   22,595 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   721,823 14,140 SH   SOLE   14,140 0 0
VISA INC COM CL A 92826C839   2,475,694 9,509 SH   SOLE   9,509 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   1,578,437 53,488 SH   SOLE   53,488 0 0
DISNEY WALT CO COM 254687106   5,475,732 60,646 SH   SOLE   60,646 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   2,719,118 61,104 SH   SOLE   61,104 0 0
XPEL INC COM 98379L100   3,360,466 62,404 SH   SOLE   62,404 0 0