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    <infoTable>
        <nameOfIssuer>AIR LEASE CORP</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>00912X302</cusip>
        <figi>BBG001T92VD1</figi>
        <value>3493553</value>
        <shrsOrPrnAmt>
            <sshPrnamt>53629</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>53629</Sole>
            <Shared>0</Shared>
            <None>0</None>
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    <infoTable>
        <nameOfIssuer>AMICUS THERAPEUTIC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>03152W109</cusip>
        <figi>BBG001SN96V9</figi>
        <value>2622801</value>
        <shrsOrPrnAmt>
            <sshPrnamt>180818</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>180818</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>AMPHENOL CORP</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>032095101</cusip>
        <figi>BBG001S5NSK6</figi>
        <value>23494330</value>
        <shrsOrPrnAmt>
            <sshPrnamt>185367</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>185367</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>ANALOG DEVICES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>032654105</cusip>
        <figi>BBG001S5ND38</figi>
        <value>25863932</value>
        <shrsOrPrnAmt>
            <sshPrnamt>81044</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>81044</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>040413205</cusip>
        <figi>BBG001T51KQ0</figi>
        <value>51730514</value>
        <shrsOrPrnAmt>
            <sshPrnamt>420014</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>420014</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>AT&amp;T INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00206R102</cusip>
        <figi>BBG001S5VWH2</figi>
        <value>24253031</value>
        <shrsOrPrnAmt>
            <sshPrnamt>833993</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>833993</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BOOKING HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09857L108</cusip>
        <figi>BBG001S89N72</figi>
        <value>27106298</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6418</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6418</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BROADCOM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>11135F101</cusip>
        <figi>BBG00KHY5SY8</figi>
        <value>2966922</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9556</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9556</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CHART INDS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>16115Q308</cusip>
        <figi>BBG001SQV7W4</figi>
        <value>3707000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17874</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17874</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CLEARWATER ANALYTICS HLDGS I</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>185123106</cusip>
        <figi>BBG012C765M3</figi>
        <value>1822970</value>
        <shrsOrPrnAmt>
            <sshPrnamt>76841</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>76841</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DECKERS OUTDOOR CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>243537107</cusip>
        <figi>BBG001S7GXB9</figi>
        <value>20353467</value>
        <shrsOrPrnAmt>
            <sshPrnamt>202718</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>202718</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ELI LILLY &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>532457108</cusip>
        <figi>BBG001S5STL8</figi>
        <value>24045052</value>
        <shrsOrPrnAmt>
            <sshPrnamt>26061</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>26061</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ENVISTA HOLDINGS CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29415F104</cusip>
        <figi>BBG00LN4B6D9</figi>
        <value>26747954</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1051029</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1051029</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GE HEALTHCARE TECHNOLOGIES I</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>36266G107</cusip>
        <figi>BBG001Z0QVJ1</figi>
        <value>1259254</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17636</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17636</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GE VERNOVA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>36828A101</cusip>
        <figi>BBG013G17W77</figi>
        <value>5503325</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6285</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6285</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GLOBUS MED INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>379577208</cusip>
        <figi>BBG002V87T57</figi>
        <value>20450473</value>
        <shrsOrPrnAmt>
            <sshPrnamt>236615</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>236615</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GXO LOGISTICS INCORPORATED</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>36262G101</cusip>
        <figi>BBG00YDGX9Z1</figi>
        <value>8465797</value>
        <shrsOrPrnAmt>
            <sshPrnamt>162766</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>162766</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HOLOGIC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>436440101</cusip>
        <figi>BBG001S6HWB2</figi>
        <value>3592345</value>
        <shrsOrPrnAmt>
            <sshPrnamt>47376</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>47376</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>JOHNSON CONTROLS INTERNATION</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G51502105</cusip>
        <figi>BBG001S5WZ84</figi>
        <value>6610132</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50321</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>50321</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>595112103</cusip>
        <figi>BBG001S6P675</figi>
        <value>4127414</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12179</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12179</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>594918104</cusip>
        <figi>BBG001S5TD05</figi>
        <value>19241426</value>
        <shrsOrPrnAmt>
            <sshPrnamt>51818</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>51818</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ONESTREAM INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>68278B107</cusip>
        <figi>BBG01NL2JC12</figi>
        <value>1851513</value>
        <shrsOrPrnAmt>
            <sshPrnamt>76906</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>76906</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROPER TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>776696106</cusip>
        <figi>BBG001S9B362</figi>
        <value>615511</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1734</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1734</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SEALED AIR CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>81211K100</cusip>
        <figi>BBG001SBSZ95</figi>
        <value>275655</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6535</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6535</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFAC</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>874039100</cusip>
        <figi>BBG001S5WWW4</figi>
        <value>62582948</value>
        <shrsOrPrnAmt>
            <sshPrnamt>184607</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>184607</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TE CONNECTIVITY PLC</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G87052109</cusip>
        <figi>BBG01Q08MMX4</figi>
        <value>25379282</value>
        <shrsOrPrnAmt>
            <sshPrnamt>121042</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>121042</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
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        <nameOfIssuer>WABTEC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>929740108</cusip>
        <figi>BBG001S5XBT3</figi>
        <value>4816780</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19214</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>19214</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
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        <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
        <titleOfClass>CALL</titleOfClass>
        <cusip>023135906</cusip>
        <figi>BBG001S5PQL7</figi>
        <value>687582</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12240</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>12240</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
        <titleOfClass>CALL</titleOfClass>
        <cusip>595112903</cusip>
        <figi>BBG001S6P675</figi>
        <value>8016981</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3600</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>3600</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NIKE INC</nameOfIssuer>
        <titleOfClass>CALL</titleOfClass>
        <cusip>654106903</cusip>
        <figi>BBG001S6NTK2</figi>
        <value>1355537</value>
        <shrsOrPrnAmt>
            <sshPrnamt>37800</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>37800</None>
        </votingAuthority>
    </infoTable>
</informationTable>
