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
ALGONQUIN POWER & UTILITIES COM 015857105   851,769 102,402 SH   SOLE   102,402 0 0
AMAZON COM INC COM 023135106   1,880,195 14,700 SH   SOLE   14,700 0 0
AMDOCS LTD SHS G02602103   1,215,366 12,400 SH   SOLE   12,400 0 0
ANSYS CORP NEW CL A 03662Q105   1,434,669 4,400 SH   SOLE   4,400 0 0
ATS CORP CDA COM 00217Y104   8,524,657 186,800 SH   SOLE   186,800 0 0
BADGER METER INC COM 056525108   1,473,151 10,000 SH   SOLE   10,000 0 0
BANK AMERICA CORP COM 060505104   10,031,346 350,000 SH   SOLE   350,000 0 0
BROADCOM INC COM 11135F101   1,897,720 2,200 SH   SOLE   2,200 0 0
CAMECO CORPORATION COM 13321L108   7,715,943 250,000 SH   SOLE   250,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108   14,934,116 110,000 SH   SOLE   110,000 0 0
CGI INC CL A SUB VTG 12532H104   8,173,284 78,712 SH   SOLE   78,712 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,020,492 3,800 SH   SOLE   3,800 0 0
ENTEGRIS INC COM 29362U104   1,503,838 13,800 SH   SOLE   13,800 0 0
ESAB CORP COM 29605J106   1,554,814 23,500 SH   SOLE   23,500 0 0
FEDEX CORP COM 31428X106   2,649,879 10,600 SH   SOLE   10,600 0 0
GFL ENVIRONMENTAL INC SUB VTG 36168Q104   7,061,494 185,000 SH   SOLE   185,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   11,228,387 100,000 SH   SOLE   100,000 0 0
JP MORGAN CHASE & CO COM 46625H100   1,643,764 11,460 SH   SOLE   11,460 0 0
KKR & CO INC COM 48251W104   11,190,386 200,000 SH   SOLE   200,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,302,064 5,938 SH   SOLE   5,938 0 0
QUEST DIAGNOSTICS INC COM 74834L100   1,643,764 11,800 SH   SOLE   11,800 0 0
RESTAURANT BRANDS INC COM 76131D103   9,409,366 122,300 SH   SOLE   122,300 0 0
S&P GLOBAL INC COM 78409V104   1,140,058 2,880 SH   SOLE   2,880 0 0
STANTEC INC COM 85472N109   9,751,543 152,100 SH   SOLE   152,100 0 0
TETRA TECH INC COM 88162G103   1,120,116 6,900 SH   SOLE   6,900 0 0
TRANSALTA CORP COM 89346D107   6,538,078 710,000 SH   SOLE   710,000 0 0
TRICON RESIDENTIAL INC COM NPV 89612W102   833,210 95,740 SH   SOLE   95,740 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,281,668 2,690 SH   SOLE   2,690 0 0
VISA INC COM CL A 92826C839   1,195,073 5,100 SH   SOLE   5,100 0 0