Bitdeer Technologies Group CL A ORD SHS G11448100 152907450 9635000 SH SOLE 9635000 0 0 Bruker Corp COM 116794108 175424700 2915000 SH SOLE 2915000 0 0 Carvana Co CL A 146869102 294544500 4475000 SH SOLE 4475000 0 0 Celsius Hldgs Inc COM NEW 15118V207 266155200 9090000 SH SOLE 9090000 0 0 Dicks Sporting Goods Inc COM 253393102 337946900 1490000 SH SOLE 1490000 0 0 GDS Hldgs Ltd Sponsored ADS 36165L108 260810550 8685000 SH SOLE 8685000 0 0 Gildan Activewear Inc COM 375916103 187824000 3640000 SH SOLE 3640000 0 0 GOLAR LNG LTD SHS G9456A100 180420800 3620000 SH SOLE 3620000 0 0 Invesco Exchange Traded FD T S&P500 EQL WGT 46137V357 56384050 265000 SH SOLE 265000 0 0 MKS INC. COM 55306N104 361488960 812700 SH SOLE 812700 0 0 Performance Food Group Co COM 71377A103 374496500 3350000 SH SOLE 3350000 0 0 Primo Brands Corporation CLASS A COM SHS 741623102 434909800 17795000 SH SOLE 17795000 0 0 Riot Platforms Inc COM 767292105 78443700 2865000 SH SOLE 2865000 0 0 Seagate Technology Hldngs PL ORD SHS G7997R103 455480000 472000 SH SOLE 472000 0 0 Six Flags Entertainment Corp COM 83001C108 107139000 5030000 SH SOLE 5030000 0 0 Sotera Health Co COM 83601L102 276190000 15560000 SH SOLE 15560000 0 0 STMicroelectronics N V NY REGISTRY 861012102 164758000 2200000 SH SOLE 2200000 0 0 Talen Energy Corp COM 87422Q109 526436200 1370000 SH SOLE 1370000 0 0 Twilio Inc CL A 90138F102 127924600 620000 SH SOLE 620000 0 0