ALIGHT INC COM CL A 01626W101 3141300 555000 SH SOLE 555000 0 0 ALPHABET INC CAP STK CL C 02079K107 18093780 102000 SH SOLE 102000 0 0 ARCH CAP GROUP LTD ORD G0450A105 18401751 202106 SH SOLE 202106 0 0 CAMECO CORP COM 13321L108 8922446 120200 SH SOLE 120200 0 0 CBRE GROUP INC CL A 12504L109 6403484 45700 SH SOLE 45700 0 0 CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 134400 8400 SH SOLE 8400 0 0 CEVA INC COM 157210105 3899252 177400 SH SOLE 177400 0 0 CF INDS HLDGS INC COM 125269100 1909000 20750 SH SOLE 20750 0 0 COPART INC COM 217204106 16506559 336388 SH SOLE 336388 0 0 ELEVANCE HEALTH INC COM 036752103 5951088 15300 SH SOLE 15300 0 0 FISERV INC COM 337738108 11137686 64600 SH SOLE 64600 0 0 FLUTTER ENTMT PLC SHS G3643J108 14292858 50017 SH SOLE 50017 0 0 FOX CORP CL B COM 35137L204 3028874 58665 SH SOLE 58665 0 0 GRAYSCALE ETHEREUM TRUST ETF SHS 389638107 5249273 251643 SH SOLE 251643 0 0 HF SINCLAIR CORP COM 403949100 8610286 209598 SH SOLE 209598 0 0 IRIDIUM COMMUNICATIONS INC COM 46269C102 8548549 283346 SH SOLE 283346 0 0 ISHARES ETHEREUM TR SHS 46438R105 2008071 105300 SH SOLE 105300 0 0 META PLATFORMS INC CL A 30303M102 14513802 19664 SH SOLE 19664 0 0 NASDAQ INC COM 631103108 5636947 63039 SH SOLE 63039 0 0 NUTRIEN LTD COM 67077M108 1805440 31000 SH SOLE 31000 0 0 ONEOK INC NEW COM 682680103 9632177 117998 SH SOLE 117998 0 0 PAYPAL HLDGS INC COM 70450Y103 10175523 136915 SH SOLE 136915 0 0 QORVO INC COM 74736K101 4633878 54574 SH SOLE 54574 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 7821432 325893 SH SOLE 325893 0 0 RINGCENTRAL INC CL A 76680R206 8164800 288000 SH SOLE 288000 0 0 SOMNIGROUP INTERNATIONAL INC COM 88023U101 29930159 439826 SH SOLE 439826 0 0 SYNOPSYS INC COM 871607107 13688556 26700 SH SOLE 26700 0 0 WILLIAMS COS INC COM 969457100 27314938 434882 SH SOLE 434882 0 0