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        <nameOfIssuer>EBAY INC.</nameOfIssuer>
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        <nameOfIssuer>EDWARDS LIFESCIENCES CORP</nameOfIssuer>
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        <titleOfClass>COM</titleOfClass>
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            <sshPrnamt>154192</sshPrnamt>
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        <cusip>29476L107</cusip>
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        <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>31620M106</cusip>
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            <None>0</None>
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        <nameOfIssuer>FRANCO NEV CORP</nameOfIssuer>
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        <cusip>351858105</cusip>
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            <None>0</None>
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        <nameOfIssuer>FREEPORT MCMORAN INC</nameOfIssuer>
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        <cusip>35671D857</cusip>
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        <nameOfIssuer>GALLAGHER ARTHUR J &amp; CO</nameOfIssuer>
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        <nameOfIssuer>GENERAL DYNAMICS CORP</nameOfIssuer>
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            <None>0</None>
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        <cusip>370334104</cusip>
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        <nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
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        <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
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        <nameOfIssuer>GLOBAL X FDS</nameOfIssuer>
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        <cusip>00380E263</cusip>
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        <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
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        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>HEWLETT PACKARD ENTERPRISE C</nameOfIssuer>
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        <cusip>42824C109</cusip>
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        <nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
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        <nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</nameOfIssuer>
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        <cusip>45866F104</cusip>
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        <titleOfClass>COM</titleOfClass>
        <cusip>459200101</cusip>
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        <nameOfIssuer>INTUIT</nameOfIssuer>
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        <nameOfIssuer>REGENCY CTRS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>758849103</cusip>
        <value>14403994</value>
        <shrsOrPrnAmt>
            <sshPrnamt>180637</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>180637</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>75886F107</cusip>
        <value>11528008</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18488</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18488</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>RESTAURANT BRANDS INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>76131D103</cusip>
        <value>8831412</value>
        <shrsOrPrnAmt>
            <sshPrnamt>121800</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>121800</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>ROBINHOOD MKTS INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>770700102</cusip>
        <value>15132252</value>
        <shrsOrPrnAmt>
            <sshPrnamt>150900</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>150900</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ROCKET LAB CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>773121108</cusip>
        <value>9483945</value>
        <shrsOrPrnAmt>
            <sshPrnamt>93300</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>93300</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ROSS STORES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>778296103</cusip>
        <value>12622005</value>
        <shrsOrPrnAmt>
            <sshPrnamt>59300</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>59300</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ROYAL BK CDA</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>780087102</cusip>
        <value>50782887</value>
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            <sshPrnamt>245329</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>245329</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ROYAL CARIBBEAN GROUP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>V7780T103</cusip>
        <value>13099383</value>
        <shrsOrPrnAmt>
            <sshPrnamt>41254</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>41254</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>RTX CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00755E105</cusip>
        <value>40754004</value>
        <shrsOrPrnAmt>
            <sshPrnamt>214800</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>214800</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>78409V104</cusip>
        <value>27289271</value>
        <shrsOrPrnAmt>
            <sshPrnamt>67007</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>67007</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>SALESFORCE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>79466L302</cusip>
        <value>23409390</value>
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            <sshPrnamt>149428</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>149428</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>SCHWAB CHARLES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>808513105</cusip>
        <value>30216672</value>
        <shrsOrPrnAmt>
            <sshPrnamt>327481</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>327481</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>SEA LTD</nameOfIssuer>
        <titleOfClass>SPONSORD ADS</titleOfClass>
        <cusip>81141R100</cusip>
        <value>2299920</value>
        <shrsOrPrnAmt>
            <sshPrnamt>24000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>24000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>SEAGATE TECHNOLOGY HLDNGS PL</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G7997R103</cusip>
        <value>32134500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>33300</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>33300</Sole>
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            <None>0</None>
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        <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
        <titleOfClass>ST STR ENERG ETF</titleOfClass>
        <cusip>81369Y506</cusip>
        <value>63553710</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1196643</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1196643</Sole>
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            <None>0</None>
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        <nameOfIssuer>SEMPRA</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>816851109</cusip>
        <value>13952855</value>
        <shrsOrPrnAmt>
            <sshPrnamt>150500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>150500</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>SERVICENOW INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>81762P102</cusip>
        <value>19529865</value>
        <shrsOrPrnAmt>
            <sshPrnamt>196715</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>196715</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>824348106</cusip>
        <value>16490518</value>
        <shrsOrPrnAmt>
            <sshPrnamt>47893</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>47893</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>SHOPIFY INC</nameOfIssuer>
        <titleOfClass>CL A SUB VTG SHS</titleOfClass>
        <cusip>82509L107</cusip>
        <value>22176925</value>
        <shrsOrPrnAmt>
            <sshPrnamt>193908</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>193908</Sole>
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            <None>0</None>
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        <nameOfIssuer>SIMON PPTY GROUP INC NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>828806109</cusip>
        <value>18193704</value>
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            <sshPrnamt>81349</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>81349</Sole>
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            <None>0</None>
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        <nameOfIssuer>SLB LIMITED</nameOfIssuer>
        <titleOfClass>COM STK</titleOfClass>
        <cusip>806857108</cusip>
        <value>17464061</value>
        <shrsOrPrnAmt>
            <sshPrnamt>375652</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>375652</Sole>
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            <None>0</None>
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        <nameOfIssuer>SNOWFLAKE INC</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>833445109</cusip>
        <value>14161907</value>
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            <sshPrnamt>55646</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>55646</Sole>
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            <None>0</None>
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        <nameOfIssuer>SOUTHERN COPPER CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>84265V105</cusip>
        <value>11816396</value>
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            <sshPrnamt>67809</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>67809</Sole>
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        <nameOfIssuer>SPACE EXPLORATION TECHN CORP</nameOfIssuer>
        <titleOfClass>CLASS A COM STK</titleOfClass>
        <cusip>84615Q103</cusip>
        <value>3417200</value>
        <shrsOrPrnAmt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>20000</Sole>
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        <nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
        <titleOfClass>SST SPDR BLOOMBE</titleOfClass>
        <cusip>78464A391</cusip>
        <value>29288000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1400000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1400000</Sole>
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            <None>0</None>
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    <infoTable>
        <nameOfIssuer>SPOTIFY TECHNOLOGY S A</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>L8681T102</cusip>
        <value>8264340</value>
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            <sshPrnamt>18000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18000</Sole>
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            <None>0</None>
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        <nameOfIssuer>STARBUCKS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>855244109</cusip>
        <value>19410173</value>
        <shrsOrPrnAmt>
            <sshPrnamt>189942</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>189942</Sole>
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            <None>0</None>
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    <infoTable>
        <nameOfIssuer>STRYKER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>863667101</cusip>
        <value>16374828</value>
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            <sshPrnamt>52010</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>52010</Sole>
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            <None>0</None>
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        <nameOfIssuer>SYNOPSYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>871607107</cusip>
        <value>15842176</value>
        <shrsOrPrnAmt>
            <sshPrnamt>35515</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>35515</Sole>
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            <None>0</None>
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        <nameOfIssuer>SYSCO CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>871829107</cusip>
        <value>13005633</value>
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            <sshPrnamt>155607</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>155607</Sole>
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            <None>0</None>
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        <nameOfIssuer>T-MOBILE US INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>872590104</cusip>
        <value>16266455</value>
        <shrsOrPrnAmt>
            <sshPrnamt>96980</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>96980</Sole>
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            <None>0</None>
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        <nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFAC</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>874039100</cusip>
        <value>178038096</value>
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            <sshPrnamt>372800</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>372800</Sole>
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            <None>0</None>
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        <nameOfIssuer>TAKE-TWO INTERACTIVE SOFTWAR</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>874054109</cusip>
        <value>12249020</value>
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            <sshPrnamt>49000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>49000</Sole>
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            <None>0</None>
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        <nameOfIssuer>TARGET CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00876E110</cusip>
        <value>11582495</value>
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            <sshPrnamt>88680</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>88680</Sole>
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            <None>0</None>
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    <infoTable>
        <nameOfIssuer>TE CONNECTIVITY PLC</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G87052109</cusip>
        <value>15006840</value>
        <shrsOrPrnAmt>
            <sshPrnamt>74435</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>74435</Sole>
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        <nameOfIssuer>TECHNIPFMC PLC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>G87110105</cusip>
        <value>12351690</value>
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            <sshPrnamt>186300</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>186300</Sole>
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            <None>0</None>
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        <nameOfIssuer>TERADYNE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>880770102</cusip>
        <value>18240768</value>
        <shrsOrPrnAmt>
            <sshPrnamt>37700</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>37700</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>TESLA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>88160R101</cusip>
        <value>174011894</value>
        <shrsOrPrnAmt>
            <sshPrnamt>413723</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>413723</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>882508104</cusip>
        <value>44931370</value>
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            <sshPrnamt>150741</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>150741</Sole>
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            <None>0</None>
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        <nameOfIssuer>THE CIGNA GROUP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>125523100</cusip>
        <value>12803131</value>
        <shrsOrPrnAmt>
            <sshPrnamt>46442</sshPrnamt>
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</informationTable>
