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    <nameOfIssuer>ABBOTT LABORATORIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ALBEMARLE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>012653101</cusip>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ANALOG DEVICES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>032654105</cusip>
    <value>90977541</value>
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    <nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
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    <nameOfIssuer>APPLOVIN CORP</nameOfIssuer>
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    <cusip>03831W108</cusip>
    <value>5970000</value>
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    <nameOfIssuer>ASTRAZENECA PLC</nameOfIssuer>
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    <cusip>G0593M107</cusip>
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    <nameOfIssuer>BP PLC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>055622104</cusip>
    <value>52787063</value>
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    <nameOfIssuer>CAMECO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>13321L108</cusip>
    <value>150756328</value>
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    <nameOfIssuer>COMFORT SYS USA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>199908104</cusip>
    <value>288079285</value>
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    <titleOfClass>COM</titleOfClass>
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    <value>18265270</value>
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    <nameOfIssuer>COREBRIDGE FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>21871X109</cusip>
    <value>4190436</value>
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    <nameOfIssuer>DANAHER CORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>235851102</cusip>
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    <nameOfIssuer>DBX ETF TR</nameOfIssuer>
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    <value>9245019</value>
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    <nameOfIssuer>DELTA AIR LINES INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>247361702</cusip>
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    <nameOfIssuer>DEXCOM ORD</nameOfIssuer>
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    <nameOfIssuer>DICKS SPORTING GOODS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>EQUINIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
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    <nameOfIssuer>HASBRO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>INSMED INC</nameOfIssuer>
    <titleOfClass>COM PAR $.01</titleOfClass>
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    <nameOfIssuer>ISHARES INC</nameOfIssuer>
    <titleOfClass>MSCI STH KOR ETF</titleOfClass>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>RUSSELL 2000 ETF</titleOfClass>
    <cusip>464287655</cusip>
    <value>81616800</value>
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    <nameOfIssuer>KARMAN HLDGS INC</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>485924104</cusip>
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    <nameOfIssuer>L3HARRIS TECHNOLOGIES ORD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>538034109</cusip>
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    <nameOfIssuer>LUMENTUM HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55024U109</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>RTX CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75513E101</cusip>
    <value>248183404</value>
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    <nameOfIssuer>SANDISK CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>80004C200</cusip>
    <value>175898962</value>
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    <nameOfIssuer>SEAGATE TECHNOLOGY HLDNGS IN</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G7997R103</cusip>
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    <nameOfIssuer>SOMNIGROUP INTERNATIONAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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