ALPHABET INC CAP STK CL A 02079K305 50323000 175000 SH SOLE 175000 0 0 AMAZON COM INC COM 023135106 404043800 1940000 SH SOLE 1940000 0 0 API GROUP CORP COM STK 00187Y100 82255600 2030000 SH SOLE 2030000 0 0 ARS PHARMACEUTICALS INC COM 82835W108 8030000 1000000 SH SOLE 1000000 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 15849960 12000 SH SOLE 12000 0 0 AURORA INNOVATION INC *W EXP 11/03/202 051774115 365165 1835000 SH SOLE 1835000 0 0 AURORA INNOVATION INC CLASS A COM 051774107 4253748 1032463 SH SOLE 1032463 0 0 BROADCOM INC COM 11135F101 15475500 50000 SH SOLE 50000 0 0 CAPITAL ONE FINL CORP COM 14040H105 25540200 140000 SH SOLE 140000 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 122186500 310000 SH SOLE 310000 0 0 CLARITEV CORPORATION CL A NEW 62548M209 718960 44000 SH SOLE 44000 0 0 CRH PLC ORD G25508105 199728000 1900000 SH SOLE 1900000 0 0 DANAHER CORP DEL COM 235851102 99540000 525000 SH SOLE 525000 0 0 FLYEXCLUSIVE INC *W EXP 99/99/999 343928115 88200 367499 SH SOLE 367499 0 0 FLYEXCLUSIVE INC COM CL A 343928107 2309720 1022000 SH SOLE 1022000 0 0 HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148 9051600 3970000 SH SOLE 3970000 0 0 HUT 8 CORP COM 44812J104 40791200 869563 SH SOLE 869563 0 0 KLA CORP COM NEW 482480100 16196510 11000 SH SOLE 11000 0 0 LAM RESEARCH CORP COM NEW 512807306 16024500 75000 SH SOLE 75000 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 70917150 465000 SH SOLE 465000 0 0 MASTEC INC COM 576323109 102956800 320000 SH SOLE 320000 0 0 META PLATFORMS INC CL A 30303M102 51491700 90000 SH SOLE 90000 0 0 NORFOLK SOUTHN CORP COM 655844108 28700000 100000 SH SOLE 100000 0 0 NVIDIA CORPORATION COM 67066G104 33136000 190000 SH SOLE 190000 0 0 SHARKNINJA INC COM SHS G8068L108 13820903 130509 SH SOLE 130509 0 0 SOMNIGROUP INTERNATIONAL INC COM 88023U101 167855244 2270769 SH SOLE 2270769 0 0 SPDR GOLD TR GOLD SHS 78463V107 40877550 95000 SH SOLE 95000 0 0 STRATA CRITICAL MEDICAL INC CL A COM 092667104 20900000 5000000 SH SOLE 5000000 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 92936250 275000 SH SOLE 275000 0 0 TELEPHONE & DATA SYS INC COM NEW 879433829 277860000 6600000 SH SOLE 6600000 0 0 TRANSDIGM GROUP INC COM 893641100 28974000 25000 SH SOLE 25000 0 0 UNION PAC CORP COM 907818108 24262000 100000 SH SOLE 100000 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 15336000 40000 SH SOLE 40000 0 0