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    <nameOfIssuer>ADVANCE AUTO PARTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00751Y106</cusip>
    <value>350299</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5630</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5630</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ADVANCED MICRO DEVICES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007903107</cusip>
    <value>31044992</value>
    <shrsOrPrnAmt>
      <sshPrnamt>53442</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>53442</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>01609W102</cusip>
    <value>20046479</value>
    <shrsOrPrnAmt>
      <sshPrnamt>208861</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>208861</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ALMONTY INDS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>020398707</cusip>
    <value>1028376</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>62100</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL C</titleOfClass>
    <cusip>02079K107</cusip>
    <value>136846829</value>
    <shrsOrPrnAmt>
      <sshPrnamt>387306</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>387306</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>139655323</value>
    <shrsOrPrnAmt>
      <sshPrnamt>585950</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>585950</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>AMER SPORTS INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>G0260P102</cusip>
    <value>11634260</value>
    <shrsOrPrnAmt>
      <sshPrnamt>343802</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>343802</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ARROWHEAD PHARMACEUTICALS IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>04280A100</cusip>
    <value>7715818</value>
    <shrsOrPrnAmt>
      <sshPrnamt>94661</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>94661</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ATI INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01741R102</cusip>
    <value>17859625</value>
    <shrsOrPrnAmt>
      <sshPrnamt>90612</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>90612</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ATLASSIAN CORPORATION</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>049468101</cusip>
    <value>25103689</value>
    <shrsOrPrnAmt>
      <sshPrnamt>322711</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>322711</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BIONTECH SE</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>09075V102</cusip>
    <value>14280011</value>
    <shrsOrPrnAmt>
      <sshPrnamt>153466</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>153466</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BWX TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05605H100</cusip>
    <value>12606702</value>
    <shrsOrPrnAmt>
      <sshPrnamt>64766</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>64766</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>CARPENTER TECHNOLOGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>144285103</cusip>
    <value>19223819</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31165</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>31165</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CATERPILLAR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>149123101</cusip>
    <value>7091169</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6659</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6659</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CEREBRAS SYSTEMS INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>15675D103</cusip>
    <value>8555131</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38711</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>38711</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CIRCLE INTERNET GROUP INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>172573107</cusip>
    <value>75051533</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1198332</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1198332</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COHERENT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>19247G107</cusip>
    <value>84400801</value>
    <shrsOrPrnAmt>
      <sshPrnamt>213960</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>213960</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COMFORT SYS USA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>199908104</cusip>
    <value>16454149</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8302</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8302</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COSTCO WHOLESALE CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22160K105</cusip>
    <value>22301605</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23840</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23840</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CROWDSTRIKE HLDGS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>22788C105</cusip>
    <value>1730038</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2267</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2267</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DATADOG INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>23804L103</cusip>
    <value>18757376</value>
    <shrsOrPrnAmt>
      <sshPrnamt>72044</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>72044</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DEFINIUM THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>24477V105</cusip>
    <value>4473504</value>
    <shrsOrPrnAmt>
      <sshPrnamt>95100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>95100</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DICKS SPORTING GOODS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>253393102</cusip>
    <value>5971680</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26329</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26329</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DUTCH BROS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>26701L100</cusip>
    <value>14207465</value>
    <shrsOrPrnAmt>
      <sshPrnamt>197848</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>197848</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FIRSTCASH HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>33768G107</cusip>
    <value>236221</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1092</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1092</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FORD MTR CO DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>345370860</cusip>
    <value>12098268</value>
    <shrsOrPrnAmt>
      <sshPrnamt>870379</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>870379</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FORTINET INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34959E109</cusip>
    <value>986548</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6422</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6422</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FRONTLINE PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>M46528101</cusip>
    <value>65195869</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1873983</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1873983</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FTAI AVIATION LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G3730V105</cusip>
    <value>7941408</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29355</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29355</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>375558103</cusip>
    <value>9490155</value>
    <shrsOrPrnAmt>
      <sshPrnamt>75116</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>75116</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>H WORLD GROUP LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>44332N106</cusip>
    <value>455207</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10911</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10911</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HASBRO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>418056107</cusip>
    <value>286092</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3464</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3464</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HESAI GROUP</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>428050108</cusip>
    <value>457869</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25130</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>25130</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>43300A203</cusip>
    <value>5057690</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15305</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15305</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HYATT HOTELS CORP</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>448579102</cusip>
    <value>6323061</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32620</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32620</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IES HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>44951W106</cusip>
    <value>2098189</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2856</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2856</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTEL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458140100</cusip>
    <value>4928939</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>35300</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTERACTIVE BROKERS GROUP IN</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>45841N107</cusip>
    <value>25777592</value>
    <shrsOrPrnAmt>
      <sshPrnamt>296158</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>296158</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTUITIVE MACHINES INC</nameOfIssuer>
    <titleOfClass>CLASS A COM</titleOfClass>
    <cusip>46125A100</cusip>
    <value>1038142</value>
    <shrsOrPrnAmt>
      <sshPrnamt>48534</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>48534</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>7615798</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29987</sshPrnamt>
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    <nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
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      <Sole>66264</Sole>
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      <Sole>35054</Sole>
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      <Sole>2231</Sole>
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    <nameOfIssuer>NEBIUS GROUP N.V.</nameOfIssuer>
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      <sshPrnamt>3167</sshPrnamt>
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      <Sole>4645</Sole>
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    <nameOfIssuer>ORACLE CORP</nameOfIssuer>
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    <nameOfIssuer>PALO ALTO NETWORKS INC</nameOfIssuer>
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    <nameOfIssuer>PRIMORIS SVCS CORP</nameOfIssuer>
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    <nameOfIssuer>ROYAL CARIBBEAN GROUP</nameOfIssuer>
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    <nameOfIssuer>SEAGATE TECHNOLOGY HLDNGS PL</nameOfIssuer>
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    <cusip>G7997R103</cusip>
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    <cusip>87612E106</cusip>
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    <nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer>
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    <cusip>882508104</cusip>
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    <nameOfIssuer>TRANSOCEAN LTD</nameOfIssuer>
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    <cusip>H8817H100</cusip>
    <value>2094323</value>
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    <nameOfIssuer>TWIST BIOSCIENCE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90184D100</cusip>
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    <nameOfIssuer>VANECK ETF TRUST</nameOfIssuer>
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    <cusip>92189F106</cusip>
    <value>4550390</value>
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    <nameOfIssuer>VERTIV HOLDINGS CO</nameOfIssuer>
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    <cusip>92537N108</cusip>
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