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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   969,458 3,200 SH   SOLE   3,200 0 0
AGNICO EAGLE MINES LTD COM 008474108   5,429,761 83,100 SH   SOLE   83,100 0 0
AMAZON COM INC COM 023135106   2,315,528 12,000 SH   SOLE   12,000 0 0
APPLIED MATERIALS INC COM 038222105   871,856 3,700 SH   SOLE   3,700 0 0
ARES MANAGEMENT CORP CL A COM STK 03990B101   838,407 6,300 SH   SOLE   6,300 0 0
ATS CORP CDA COM 00217Y104   1,554,921 48,100 SH   SOLE   48,100 0 0
BANK OF AMERICA CORP COM 060505104   13,898,660 350,000 SH   SOLE   350,000 0 0
BOOZ ALLEN HAMILTON CLA CL A 099502106   1,582,797 10,300 SH   SOLE   10,300 0 0
BROADCOM INC COM 11135F101   2,565,002 1,600 SH   SOLE   1,600 0 0
CAMECO CORP COM 13321L108   6,468,286 131,600 SH   SOLE   131,600 0 0
CBOE GLOBAL MKTS INC COM 12503M108   18,678,593 110,000 SH   SOLE   110,000 0 0
CELESTICA INC SUB VTG SHS 15101Q108   7,150,679 125,000 SH   SOLE   125,000 0 0
CGI INC CL A SUB VTG 12532H104   1,287,276 12,910 SH   SOLE   12,910 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,036,922 2,400 SH   SOLE   2,400 0 0
ENTEGRIS INC COM 29362U104   851,743 6,300 SH   SOLE   6,300 0 0
ESAB CORPORATION COM 29605J106   961,744 10,200 SH   SOLE   10,200 0 0
FTAI AVIATION LTD SHS G3730V105   1,473,979 14,300 SH   SOLE   14,300 0 0
INTERCONTINENTAL EXCH INC. COM 45866F104   13,668,505 100,000 SH   SOLE   100,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,534,509 11,000 SH   SOLE   11,000 0 0
JPMORGAN CHASE & CO COM 46625H100   1,676,245 8,300 SH   SOLE   8,300 0 0
KKR & CO INC COM 48251W104   21,016,488 200,000 SH   SOLE   200,000 0 0
MANULIFE FINL CORP COM 56501R106   5,714,091 214,800 SH   SOLE   214,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,233,399 2,800 SH   SOLE   2,800 0 0
PROSHARES TR SHRT 20 YR TRE 74347X849   1,184,224 50,000 SH   SOLE   50,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100   1,612,766 11,800 SH   SOLE   11,800 0 0
RB GLOBAL INC COM 74935Q107   4,175,275 54,800 SH   SOLE   54,800 0 0
STANTEC INC COM 85472N109   1,747,911 20,900 SH   SOLE   20,900 0 0
TETRA TECH INC NEW COM 88162G103   1,898,817 9,300 SH   SOLE   9,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,367,858 2,690 SH   SOLE   2,690 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,296,606 15,000 SH   SOLE   15,000 0 0
VISA INC COM CL A 92826C839   1,336,593 5,100 SH   SOLE   5,100 0 0
WASTE CONNECTIONS INC COM 94106B101   3,663,241 20,900 SH   SOLE   20,900 0 0
XYLEM INC COM 98419M100   826,104 6,100 SH   SOLE   6,100 0 0