The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   15,383,379 108,410 SH   SOLE   108,410 0 0
ALLETE INC COM NEW 018522300   53,505,626 835,112 SH   SOLE   835,112 0 0
ALPHABET INC CAP STK CL A 02079K305   8,581,344 48,694 SH   SOLE   48,694 0 0
ANSYS INC COM 03662Q105   78,486,782 223,469 SH   SOLE   223,469 0 0
APPFOLIO INC COM CL A 03783C100   3,876,073 16,832 SH   SOLE   16,832 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   14,027,635 109,437 SH   SOLE   109,437 0 0
BROADCOM INC COM 11135F101   37,471,310 135,938 SH   SOLE   135,938 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   8,058,258 19,805 SH   SOLE   19,805 0 0
CYTOKINETICS INC COM NEW 23282W605   43,834,796 1,326,719 SH   SOLE   1,326,719 0 0
DYNATRACE INC COM NEW 268150109   4,269,500 77,332 SH   SOLE   77,332 0 0
ENSTAR GROUP LIMITED SHS G3075P101   32,631,293 97,013 SH   SOLE   97,013 0 0
HESS CORP COM 42809H107   104,905,813 757,224 SH   SOLE   757,224 0 0
INDIVIOR PLC ORD G4766E116   2,469,525 167,539 SH   SOLE   167,539 0 0
KELLANOVA COM 487836108   33,590,291 422,360 SH   SOLE   422,360 0 0
MARVELL TECHNOLOGY INC COM 573874104   30,945,836 399,817 SH   SOLE   399,817 0 0
MONDAY COM LTD SHS M7S64H106   6,563,827 20,872 SH   SOLE   20,872 0 0
NUTANIX INC CL A 67059N108   3,624,097 47,411 SH   SOLE   47,411 0 0
NVIDIA CORPORATION COM 67066G104   43,201,576 273,445 SH   SOLE   273,445 0 0
PENN ENTERTAINMENT INC COM 707569109   13,409,505 750,392 SH   SOLE   750,392 0 0
PLAYAGS INC COM 72814N104   601,194 48,134 SH   SOLE   48,134 0 0
RUBRIK INC. CL A 781154109   8,661,024 96,674 SH   SOLE   96,674 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   6,895,046 59,775 SH   SOLE   59,775 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   4,355,650 57,944 SH   SOLE   57,944 0 0
SKECHERS U S A INC CL A 830566105   55,298,821 876,368 SH   SOLE   876,368 0 0
SNOWFLAKE INC CL A 833445109   4,500,686 20,113 SH   SOLE   20,113 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   19,689,455 86,933 SH   SOLE   86,933 0 0
TESLA INC COM 88160R101   21,458,251 67,551 SH   SOLE   67,551 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   10,287,595 896,132 SH   SOLE   896,132 0 0
WESTERN DIGITAL CORP COM 958102105   17,185,666 268,568 SH   SOLE   268,568 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   11,919,493 435,018 SH   SOLE   435,018 0 0