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    <nameOfIssuer>ABIVAX SA</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>00370M103</cusip>
    <value>5446929</value>
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    <nameOfIssuer>AEVA TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>00835Q202</cusip>
    <value>5471430</value>
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    <nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>01609W102</cusip>
    <value>14353985</value>
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      <Sole>80311</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALLETE INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>018522300</cusip>
    <value>52244782</value>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <value>8365071</value>
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      <Sole>34410</Sole>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>8225751</value>
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      <Sole>37463</Sole>
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      <None>0</None>
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    <nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>040413205</cusip>
    <value>6709654</value>
    <shrsOrPrnAmt>
      <sshPrnamt>46048</sshPrnamt>
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      <Sole>46048</Sole>
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      <None>0</None>
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    <nameOfIssuer>BAIDU INC</nameOfIssuer>
    <titleOfClass>SPON ADR REP A</titleOfClass>
    <cusip>056752108</cusip>
    <value>13196238</value>
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      <Sole>100146</Sole>
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    <nameOfIssuer>BROADCOM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11135F101</cusip>
    <value>25332469</value>
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      <Sole>76786</Sole>
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    <nameOfIssuer>CAPRI HOLDINGS LIMITED</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G1890L107</cusip>
    <value>11618559</value>
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      <Sole>583261</Sole>
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      <None>0</None>
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    <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
    <titleOfClass>UNIT 99/99/9999</titleOfClass>
    <cusip>143658300</cusip>
    <value>17059936</value>
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      <sshPrnamt>590105</sshPrnamt>
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      <Sole>590105</Sole>
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      <None>0</None>
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    <nameOfIssuer>COINBASE GLOBAL INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>19260Q107</cusip>
    <value>17689876</value>
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      <sshPrnamt>52416</sshPrnamt>
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      <Sole>52416</Sole>
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    <nameOfIssuer>CONFLUENT INC</nameOfIssuer>
    <titleOfClass>CLASS A COM</titleOfClass>
    <cusip>20717M103</cusip>
    <value>4919211</value>
    <shrsOrPrnAmt>
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      <Sole>248445</Sole>
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      <None>0</None>
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    <nameOfIssuer>CYBERARK SOFTWARE LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>M2682V108</cusip>
    <value>51207619</value>
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      <sshPrnamt>105987</sshPrnamt>
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      <Sole>105987</Sole>
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      <None>0</None>
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    <nameOfIssuer>CYTOKINETICS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>23282W605</cusip>
    <value>43076219</value>
    <shrsOrPrnAmt>
      <sshPrnamt>783774</sshPrnamt>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DYNATRACE INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>268150109</cusip>
    <value>4360112</value>
    <shrsOrPrnAmt>
      <sshPrnamt>89992</sshPrnamt>
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      <Sole>89992</Sole>
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      <None>0</None>
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    <nameOfIssuer>ELASTIC N V</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>N14506104</cusip>
    <value>4161639</value>
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      <sshPrnamt>49256</sshPrnamt>
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      <Sole>49256</Sole>
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    <nameOfIssuer>FORWARD AIR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34986A104</cusip>
    <value>9804582</value>
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      <sshPrnamt>382394</sshPrnamt>
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      <Sole>382394</Sole>
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    <nameOfIssuer>FRONTIER COMMUNICATIONS PARE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>35909D109</cusip>
    <value>23154722</value>
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      <Sole>619939</Sole>
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    <nameOfIssuer>FRONTLINE PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>M46528101</cusip>
    <value>437454</value>
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    <nameOfIssuer>GDS HLDGS LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>36165L108</cusip>
    <value>6987943</value>
    <shrsOrPrnAmt>
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    <nameOfIssuer>INDIVIOR PLC</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>G4766E116</cusip>
    <value>14872567</value>
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      <Sole>616863</Sole>
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    <nameOfIssuer>KELLANOVA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>487836108</cusip>
    <value>33007965</value>
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      <Sole>402438</Sole>
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    <nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>573874104</cusip>
    <value>27366635</value>
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      <Sole>325522</Sole>
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    <nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>595112103</cusip>
    <value>4670570</value>
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      <Sole>27914</Sole>
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    </votingAuthority>
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    <nameOfIssuer>MONDAY COM LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>M7S64H106</cusip>
    <value>4731072</value>
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      <sshPrnamt>24426</sshPrnamt>
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      <Sole>24426</Sole>
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    </votingAuthority>
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    <nameOfIssuer>MONGODB INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>60937P106</cusip>
    <value>10086419</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32497</sshPrnamt>
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    <votingAuthority>
      <Sole>32497</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NUTANIX INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>67059N108</cusip>
    <value>8635117</value>
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      <sshPrnamt>116079</sshPrnamt>
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      <Sole>116079</Sole>
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    </votingAuthority>
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    <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67066G104</cusip>
    <value>27699667</value>
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      <sshPrnamt>148460</sshPrnamt>
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      <Sole>148460</Sole>
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    <nameOfIssuer>PENN ENTERTAINMENT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>707569109</cusip>
    <value>14526913</value>
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      <sshPrnamt>754253</sshPrnamt>
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      <Sole>754253</Sole>
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    </votingAuthority>
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    <nameOfIssuer>RUBRIK INC.</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>781154109</cusip>
    <value>16842415</value>
    <shrsOrPrnAmt>
      <sshPrnamt>204771</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>204771</Sole>
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    </votingAuthority>
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    <nameOfIssuer>SANDISK CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>80004C200</cusip>
    <value>16699511</value>
    <shrsOrPrnAmt>
      <sshPrnamt>148837</sshPrnamt>
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      <Sole>148837</Sole>
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    </votingAuthority>
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    <nameOfIssuer>SHOPIFY INC</nameOfIssuer>
    <titleOfClass>CL A SUB VTG SHS</titleOfClass>
    <cusip>82509L107</cusip>
    <value>2054087</value>
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      <sshPrnamt>13822</sshPrnamt>
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      <Sole>13822</Sole>
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    </votingAuthority>
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    <nameOfIssuer>SILICON MOTION TECHNOLOGY CO</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>82706C108</cusip>
    <value>10066073</value>
    <shrsOrPrnAmt>
      <sshPrnamt>106171</sshPrnamt>
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      <Sole>106171</Sole>
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    <nameOfIssuer>SNOWFLAKE INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>833445109</cusip>
    <value>11803483</value>
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      <sshPrnamt>52332</sshPrnamt>
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      <Sole>52332</Sole>
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    </votingAuthority>
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    <nameOfIssuer>SYNOPSYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871607107</cusip>
    <value>43190374</value>
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      <sshPrnamt>87538</sshPrnamt>
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      <Sole>87538</Sole>
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    <nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
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    <value>21260951</value>
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      <Sole>76125</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TESLA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88160R101</cusip>
    <value>28027144</value>
    <shrsOrPrnAmt>
      <sshPrnamt>63022</sshPrnamt>
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    <votingAuthority>
      <Sole>63022</Sole>
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    </votingAuthority>
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    <nameOfIssuer>TXNM ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>69349H107</cusip>
    <value>33068008</value>
    <shrsOrPrnAmt>
      <sshPrnamt>584757</sshPrnamt>
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      <Sole>584757</Sole>
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    </votingAuthority>
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