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
ADOBE SYSTEMS INCORPORATED COM 00724F101   10,092,745 20,640 SH   SOLE   20,640 0 0
ADVANCED MICRO DEVICES INC COM 007903107   17,185,609 150,870 SH   SOLE   150,870 0 0
ALCON AG ORD SHS H01301128   16,423,246 200,015 SH   SOLE   200,015 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   3,529,401 190,882 SH   SOLE   190,882 0 0
ALPHABET INC CAP STK CL C 02079K107   16,541,768 136,743 SH   SOLE   136,743 0 0
AMAZON COM INC COM 023135106   19,482,794 149,454 SH   SOLE   149,454 0 0
ANALOG DEVICES INC COM 032654105   974,488 5,002 SH   SOLE   5,002 0 0
APPLE INC COM 037833100   18,609,223 95,939 SH   SOLE   95,939 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   795,698 1,098 SH   SOLE   1,098 0 0
CAMECO CORP COM 13321L108   1,553,147 49,574 SH   SOLE   49,574 0 0
CANADIAN NATL RY CO COM 136375102   2,103,097 17,371 SH   SOLE   17,371 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   5,453,765 67,522 SH   SOLE   67,522 0 0
CENOVUS ENERGY INC COM 15135U109   430,105 25,330 SH   SOLE   25,330 0 0
CONSOL ENERGY INC NEW COM 20854L108   5,151,341 75,967 SH   SOLE   75,967 0 0
CRESCENT PT ENERGY CORP COM 22576C101   829,719 123,287 SH   SOLE   123,287 0 0
DENISON MINES CORP COM 248356107   3,245,929 2,596,743 SH   SOLE   2,596,743 0 0
EBIX INC COM NEW 278715206   2,268,820 90,033 SH   SOLE   90,033 0 0
ELASTIC N V ORD SHS N14506104   2,258,437 35,222 SH   SOLE   35,222 0 0
EXXON MOBIL CORP COM 30231G102   17,167,214 160,067 SH   SOLE   160,067 0 0
FIVE BELOW INC COM 33829M101   4,779,392 24,318 SH   SOLE   24,318 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,726,690 113,470 SH   SOLE   113,470 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,218,580 31,830 SH   SOLE   31,830 0 0
IQVIA HLDGS INC COM 46266C105   5,063,971 22,530 SH   SOLE   22,530 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,788,200 66,402 SH   SOLE   66,402 0 0
MASTERCARD INCORPORATED CL A 57636Q104   24,827,631 63,126 SH   SOLE   63,126 0 0
MERCADOLIBRE INC COM 58733R102   1,139,687 962 SH   SOLE   962 0 0
META PLATFORMS INC CL A 30303M102   20,536,847 71,562 SH   SOLE   71,562 0 0
MICROSOFT CORP COM 594918104   26,898,808 78,989 SH   SOLE   78,989 0 0
MOODYS CORP COM 615369105   6,232,610 17,924 SH   SOLE   17,924 0 0
NEXGEN ENERGY LTD COM 65340P106   3,156,976 670,271 SH   SOLE   670,271 0 0
OKTA INC CL A 679295105   3,368,799 48,577 SH   SOLE   48,577 0 0
PEABODY ENERGY CORP COM 704551100   1,698,241 78,404 SH   SOLE   78,404 0 0
PROSHARES TR PSHS SH MSCI EMR 74347R396   255,398 17,456 SH   SOLE   17,456 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   3,549,561 335,815 SH   SOLE   335,815 0 0
PROSHARES TR SHRT RUSSELL2000 74348A210   705,730 30,912 SH   SOLE   30,912 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   6,777,737 69,189 SH   SOLE   69,189 0 0
S&P GLOBAL INC COM 78409V104   15,060,862 37,569 SH   SOLE   37,569 0 0
SCHWAB CHARLES CORP COM 808513105   14,162,831 249,874 SH   SOLE   249,874 0 0
SERVICENOW INC COM 81762P102   16,679,269 29,680 SH   SOLE   29,680 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   761,533 22,685 SH   SOLE   22,685 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   2,426,083 40,034 SH   SOLE   40,034 0 0
SUNCOR ENERGY INC NEW COM 867224107   835,967 28,512 SH   SOLE   28,512 0 0
T-MOBILE US INC COM 872590104   6,278,573 45,202 SH   SOLE   45,202 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   21,348,444 40,917 SH   SOLE   40,917 0 0
TRANSDIGM GROUP INC COM 893641100   29,659,453 33,170 SH   SOLE   33,170 0 0
UBER TECHNOLOGIES INC COM 90353T100   14,638,165 339,082 SH   SOLE   339,082 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   4,219,668 213,979 SH   SOLE   213,979 0 0
VISA INC COM CL A 92826C839   2,330,088 9,812 SH   SOLE   9,812 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   940,086 38,975 SH   SOLE   38,975 0 0
DISNEY WALT CO COM 254687106   8,549,459 95,760 SH   SOLE   95,760 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   6,303,786 131,906 SH   SOLE   131,906 0 0
XPEL INC COM 98379L100   3,542,690 42,065 SH   SOLE   42,065 0 0