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
AERCAP HOLDINGS NV SHS N00985106   2,937,291 31,516 SH   SOLE   31,516 0 0
AMAZON COM INC COM 023135106   26,736,911 138,354 SH   SOLE   138,354 0 0
AMAZON COM INC COM 023135106   29,953,750 155,000 SH Call SOLE   0 0 0
AMPHENOL CORP NEW CL A 032095101   3,561,650 52,867 SH   SOLE   52,867 0 0
APPLE INC COM 037833100   17,883,323 84,908 SH   SOLE   84,908 0 0
APPLE INC COM 037833100   56,867,400 270,000 SH Call SOLE   0 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,505,459 1,472 SH   SOLE   1,472 0 0
AT&T INC COM 00206R102   2,017,175 105,556 SH   SOLE   105,556 0 0
BROADCOM INC COM 11135F101   6,020,738 3,750 SH   SOLE   3,750 0 0
BURLINGTON STORES INC COM 122017106   1,506,720 6,278 SH   SOLE   6,278 0 0
CAMECO CORP COM 13321L108   2,460,000 50,000 SH Call SOLE   0 0 0
CAMECO CORP COM 13321L108   4,348,345 88,381 SH   SOLE   88,381 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   6,281,454 57,323 SH   SOLE   57,323 0 0
COHERENT CORP COM 19247G107   12,713,469 175,455 SH   SOLE   175,455 0 0
CURTISS WRIGHT CORP COM 231561101   5,895,441 21,756 SH   SOLE   21,756 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   4,737,002 17,325 SH   SOLE   17,325 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,998,700 28,995 SH   SOLE   28,995 0 0
EATON CORP PLC SHS G29183103   3,921,570 12,507 SH   SOLE   12,507 0 0
EXXON MOBIL CORP COM 30231G102   81,850 711 SH   SOLE   711 0 0
EXXON MOBIL CORP COM 30231G102   9,785,200 85,000 SH Call SOLE   0 0 0
FTAI AVIATION LTD SHS G3730V105   9,312,585 90,212 SH   SOLE   90,212 0 0
GE AEROSPACE COM NEW 369604301   11,545,991 72,630 SH   SOLE   72,630 0 0
GE VERNOVA INC COM 36828A101   9,828,209 57,304 SH   SOLE   57,304 0 0
HEICO CORP NEW COM 422806109   4,968,167 22,218 SH   SOLE   22,218 0 0
HOWMET AEROSPACE INC COM 443201108   5,116,360 65,907 SH   SOLE   65,907 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   4,328,883 35,309 SH   SOLE   35,309 0 0
KIRBY CORP COM 497266106   3,066,884 25,615 SH   SOLE   25,615 0 0
KKR & CO INC COM 48251W104   4,754,533 45,178 SH   SOLE   45,178 0 0
LENNOX INTL INC COM 526107107   9,667,624 18,071 SH   SOLE   18,071 0 0
MICROSOFT CORP COM 594918104   9,502,157 21,260 SH   SOLE   21,260 0 0
NATERA INC COM 632307104   2,943,322 27,180 SH   SOLE   27,180 0 0
NEXGEN ENERGY LTD COM 65340P106   1,396,000 200,000 SH Call SOLE   0 0 0
NOVO-NORDISK A S ADR 670100205   815,045 5,710 SH   SOLE   5,710 0 0
NVIDIA CORPORATION COM 67066G104   9,317,387 75,420 SH   SOLE   75,420 0 0
PARKER-HANNIFIN CORP COM 701094104   5,005,496 9,896 SH   SOLE   9,896 0 0
PROGRESSIVE CORP COM 743315103   8,013,036 38,578 SH   SOLE   38,578 0 0
PTC INC COM 69370C100   8,027,089 44,185 SH   SOLE   44,185 0 0
SAP SE SPON ADR 803054204   993,018 4,923 SH   SOLE   4,923 0 0
SCORPIO TANKERS INC SHS Y7542C130   4,013,287 49,370 SH   SOLE   49,370 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   5,077,750 16,182 SH   SOLE   16,182 0 0
SUPER MICRO COMPUTER INC COM 86800U104   1,802,570 2,200 SH Call SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,616,323 32,313 SH   SOLE   32,313 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   34,762,000 200,000 SH Put SOLE   200,000 0 0
TECHNIPFMC PLC COM G87110105   11,024,186 421,575 SH   SOLE   421,575 0 0
TECK RESOURCES LTD CL B 878742204   5,748,000 120,000 SH Call SOLE   0 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   7,646,503 470,554 SH   SOLE   470,554 0 0
THOMSON REUTERS CORP. COM 884903808   9,617,593 57,054 SH   SOLE   57,054 0 0
TIDEWATER INC NEW COM 88642R109   4,117,356 43,245 SH   SOLE   43,245 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   12,503,616 38,013 SH   SOLE   38,013 0 0
TRANSDIGM GROUP INC COM 893641100   16,110,662 12,610 SH   SOLE   12,610 0 0
TYLER TECHNOLOGIES INC COM 902252105   12,151,187 24,168 SH   SOLE   24,168 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   14,069,510 66,918 SH   SOLE   66,918 0 0
VALVOLINE INC COM 92047W101   1,307,750 30,272 SH   SOLE   30,272 0 0
WALMART INC COM 931142103   6,977,042 103,043 SH   SOLE   103,043 0 0
WESTERN DIGITAL CORP. COM 958102105   3,924,507 51,795 SH   SOLE   51,795 0 0
WOODWARD INC COM 980745103   5,740,066 32,917 SH   SOLE   32,917 0 0