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
ALPHABET INC CAP STK CL A 02079K305   10,916,640 91,200 SH   SOLE N/A 91,200 0 0
AMETEK INC COM 031100100   3,665,773 22,645 SH   SOLE N/A 22,645 0 0
ARISTA NETWORKS INC COM 040413106   1,717,836 10,600 SH   SOLE N/A 10,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,485,738 2,050 SH   SOLE N/A 2,050 0 0
BAIDU INC SPON ADR REP A 056752108   6,900,264 50,400 SH   SOLE N/A 50,400 0 0
BROADCOM INC COM 11135F101   3,261,537 3,760 SH   SOLE N/A 3,760 0 0
CLEAN HARBORS INC COM 184496107   5,927,702 36,050 SH   SOLE N/A 36,050 0 0
COPA HOLDINGS SA CL A P31076105   6,382,125 57,715 SH   SOLE N/A 57,715 0 0
CROCS INC COM 227046109   5,920,528 52,655 SH   SOLE N/A 52,655 0 0
CUBESMART COM 229663109   7,158,998 160,300 SH   SOLE N/A 160,300 0 0
DIREXION SHS ETF TR 20YR TRES BULL 25459W540   5,218,980 669,100 SH   SOLE N/A 669,100 0 0
EAGLE MATLS INC COM 26969P108   969,384 5,200 SH   SOLE N/A 5,200 0 0
ELEVANCE HEALTH INC COM 036752103   1,555,015 3,500 SH   SOLE N/A 3,500 0 0
FEDEX CORP COM 31428X106   5,528,170 22,300 SH   SOLE N/A 22,300 0 0
INGREDION INC COM 457187102   1,674,010 15,800 SH   SOLE N/A 15,800 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   8,434,097 101,530 SH   SOLE N/A 101,530 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   714,840 7,400 SH   SOLE N/A 7,400 0 0
JABIL INC COM 466313103   1,755,481 16,265 SH   SOLE N/A 16,265 0 0
JPMORGAN CHASE & CO COM 46625H100   1,512,576 10,400 SH   SOLE N/A 10,400 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   5,241,185 31,300 SH   SOLE N/A 31,300 0 0
KRAFT HEINZ CO COM 500754106   4,494,300 126,600 SH   SOLE N/A 126,600 0 0
LAM RESEARCH CORP COM 512807108   4,323,234 6,725 SH   SOLE N/A 6,725 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   4,380,792 45,600 SH   SOLE N/A 45,600 0 0
LINDE PLC SHS G54950103   1,852,049 4,860 SH   SOLE N/A 4,860 0 0
LIVENT CORP COM 53814L108   1,681,459 61,300 SH   SOLE N/A 61,300 0 0
MEDPACE HLDGS INC COM 58506Q109   4,623,032 19,249 SH   SOLE N/A 19,249 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,505,832 27,970 SH   SOLE N/A 27,970 0 0
MICROSOFT CORP COM 594918104   1,089,728 3,200 SH   SOLE N/A 3,200 0 0
NETEASE INC SPONSORED ADS 64110W102   6,661,941 68,900 SH   SOLE N/A 68,900 0 0
PERION NETWORK LTD SHS NEW M78673114   981,440 32,000 SH Call SOLE N/A 32,000 0 0
PERION NETWORK LTD SHS NEW M78673114   6,416,164 209,200 SH   SOLE N/A 209,200 0 0
PHILIP MORRIS INTL INC COM 718172109   7,009,116 71,800 SH   SOLE N/A 71,800 0 0
PPG INDS INC COM 693506107   341,090 2,300 SH   SOLE N/A 2,300 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   298,749 1,100 SH   SOLE N/A 1,100 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   6,792,400 40,000 SH Put SOLE N/A 40,000 0 0
SERVICENOW INC COM 81762P102   2,023,092 3,600 SH   SOLE N/A 3,600 0 0
SYNOPSYS INC COM 871607107   6,744,501 15,490 SH   SOLE N/A 15,490 0 0
TIMKEN CO COM 887389104   5,275,789 57,640 SH   SOLE N/A 57,640 0 0
TOPBUILD CORP COM 89055F103   5,453,410 20,500 SH   SOLE N/A 20,500 0 0
TRADEWEB MKTS INC CL A 892672106   4,971,648 72,600 SH   SOLE N/A 72,600 0 0
TRIP COM GROUP LTD ADS 89677Q107   6,919,500 197,700 SH   SOLE N/A 197,700 0 0
UIPATH INC CL A 90364P105   1,410,107 85,100 SH   SOLE N/A 85,100 0 0
VEEVA SYS INC CL A COM 922475108   4,609,482 23,312 SH   SOLE N/A 23,312 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103   5,647,950 342,300 SH   SOLE N/A 342,300 0 0
VISA INC COM CL A 92826C839   7,769,396 32,716 SH   SOLE N/A 32,716 0 0