Akamai Technologies Inc COM 00971T101 26989750 235000 SH SOLE 235000 0 0 Bitdeer Technologies Group CL A ORD SHS G11448100 83342750 9635000 SH SOLE 9635000 0 0 Carvana Co CL A 146869102 248360200 790000 SH SOLE 790000 0 0 Coherent Corp COM 19247G107 229872650 965000 SH SOLE 965000 0 0 Dicks Sporting Goods Inc COM 253393102 318255450 1605000 SH SOLE 1605000 0 0 Echostar Corp CL A 278768106 351795350 3005000 SH SOLE 3005000 0 0 GDS Hldgs Ltd Sponsored ADS 36165L108 349918650 8685000 SH SOLE 8685000 0 0 Gildan Activewear Inc COM 375916103 230391000 4140000 SH SOLE 4140000 0 0 Icon PLC SHS G4705a100 232939300 2105000 SH SOLE 2105000 0 0 Invesco Exchange Traded FD T S&P500 EQL WGT 46137V357 37712280 196500 SH SOLE 196500 0 0 On Semiconductor Corp COM 682189105 120434400 1945000 SH SOLE 1945000 0 0 Performance Food Group Co COM 71377A103 286961000 3350000 SH SOLE 3350000 0 0 Primo Brands Corporation CLASS A COM SHS 741623102 321898850 17095000 SH SOLE 17095000 0 0 Six Flags Entertainment Corp COM 83001C108 89282500 5030000 SH SOLE 5030000 0 0 Sotera Health Co COM 83601L102 166989300 11645000 SH SOLE 11645000 0 0 Sprinklr Inc CL A 85208T107 34470000 5745000 SH SOLE 5745000 0 0 Talen Energy Corp COM 87422Q109 494008425 1547500 SH SOLE 1547500 0 0 Twilio Inc CL A 90138F102 288756900 2295000 SH SOLE 2295000 0 0 Weatherford Intl PLC ORD SHS G48833118 238814500 2525000 SH SOLE 2525000 0 0