ACCELERANT HOLDINGS CL A G00894108 BBG01VVSRLY1 1803760 135012 SH SOLE 135012 0 0 ALIGHT INC COM CL A 01626W101 BBG00H00J2Q8 320485 550000 SH SOLE 550000 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 21701533 75652 SH SOLE 75652 0 0 ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 19400155 202106 SH SOLE 202106 0 0 CAMECO CORP COM 13321L108 BBG001S5Y5S6 9796622 90200 SH SOLE 90200 0 0 CBRE GROUP INC CL A 12504L109 BBG001SC2D27 9346740 69000 SH SOLE 69000 0 0 CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 BBG001SCL2J2 5003559 363103 SH SOLE 363103 0 0 CEVA INC COM 157210105 BBG001S9R702 4203000 225000 SH SOLE 225000 0 0 CF INDUSTRIES HOLD COM 125269100 BBG001SJ8KV8 5193600 40000 SH SOLE 40000 0 0 COPART INC COM 217204106 BBG001S7MTB1 11201282 337388 SH SOLE 337388 0 0 ELEVANCE HEALTH INC FORMERLY COM 036752103 BBG001S6KBQ8 4479075 15300 SH SOLE 15300 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 5563874 99711 SH SOLE 99711 0 0 FLUTTER ENTMT PLC SHS G3643J108 BBG001S87K70 5091383 49940 SH SOLE 49940 0 0 GRAYSCALE ETHEREUM STAKING SHS NEW 38964R203 BBG01NR6D0D6 817517 41164 SH SOLE 41164 0 0 GRAYSCALE ETHEREUM STAKING E SHS 389638107 BBG00P5NVDH7 4295546 251643 SH SOLE 251643 0 0 HF SINCLAIR CORP COM 403949100 BBG0135B2269 13076819 209598 SH SOLE 209598 0 0 IRIDIUM COMMUNICATIONS INC COM 46269C102 BBG001T21JT7 7970978 287346 SH SOLE 287346 0 0 ISHARES ETHEREUM TR SHS 46438R105 BBG01NXX8HZ5 1666899 105300 SH SOLE 105300 0 0 MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 4756373 28830 SH SOLE 28830 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 8847418 15464 SH SOLE 15464 0 0 NASDAQ INC COM 631103108 BBG001SKTBJ6 5351381 63039 SH SOLE 63039 0 0 NUTRIEN LTD COM 67077M108 BBG00JM9SM69 2339260 31000 SH SOLE 31000 0 0 ONEOK INC NEW COM 682680103 BBG001S5TWK1 10665839 117998 SH SOLE 117998 0 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 6283125 138915 SH SOLE 138915 0 0 QORVO INC COM 74736K101 BBG007TJF1P5 2830828 36574 SH SOLE 36574 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 BBG001S80721 11833112 375893 SH SOLE 375893 0 0 RINGCENTRAL INC CL A 76680R206 BBG001SHXFM5 12718980 342000 SH SOLE 342000 0 0 SOMNIGROUP INTERNATIONAL INC COM 88023U101 BBG001SH81D4 26228738 354826 SH SOLE 354826 0 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 10586016 26700 SH SOLE 26700 0 0 WILLIAMS COS INC COM 969457100 BBG001S5XH10 26548834 364782 SH SOLE 364782 0 0