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
ADVANCE AUTO PARTS INC COM 00751Y106   350,299 5,630 SH   SOLE   5,630 0 0
ADVANCED MICRO DEVICES INC COM 007903107   31,044,992 53,442 SH   SOLE   53,442 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   20,046,479 208,861 SH   SOLE   208,861 0 0
ALMONTY INDS INC COM NEW 020398707   1,028,376 62,100 SH   SOLE   62,100 0 0
ALPHABET INC CAP STK CL C 02079K107   136,846,829 387,306 SH   SOLE   387,306 0 0
AMAZON COM INC COM 023135106   139,655,323 585,950 SH   SOLE   585,950 0 0
AMER SPORTS INC COM SHS G0260P102   11,634,260 343,802 SH   SOLE   343,802 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   7,715,818 94,661 SH   SOLE   94,661 0 0
ATI INC COM 01741R102   17,859,625 90,612 SH   SOLE   90,612 0 0
ATLASSIAN CORPORATION CL A 049468101   25,103,689 322,711 SH   SOLE   322,711 0 0
BIONTECH SE SPONSORED ADS 09075V102   14,280,011 153,466 SH   SOLE   153,466 0 0
BWX TECHNOLOGIES INC COM 05605H100   12,606,702 64,766 SH   SOLE   64,766 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   19,223,819 31,165 SH   SOLE   31,165 0 0
CATERPILLAR INC COM 149123101   7,091,169 6,659 SH   SOLE   6,659 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103   8,555,131 38,711 SH   SOLE   38,711 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   75,051,533 1,198,332 SH   SOLE   1,198,332 0 0
COHERENT CORP COM 19247G107   84,400,801 213,960 SH   SOLE   213,960 0 0
COMFORT SYS USA INC COM 199908104   16,454,149 8,302 SH   SOLE   8,302 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105   22,301,605 23,840 SH   SOLE   23,840 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,730,038 2,267 SH   SOLE   2,267 0 0
DATADOG INC CL A COM 23804L103   18,757,376 72,044 SH   SOLE   72,044 0 0
DEFINIUM THERAPEUTICS INC COM SHS 24477V105   4,473,504 95,100 SH   SOLE   95,100 0 0
DICKS SPORTING GOODS INC COM 253393102   5,971,680 26,329 SH   SOLE   26,329 0 0
DUTCH BROS INC CL A 26701L100   14,207,465 197,848 SH   SOLE   197,848 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   236,221 1,092 SH   SOLE   1,092 0 0
FORD MTR CO DEL COM 345370860   12,098,268 870,379 SH   SOLE   870,379 0 0
FORTINET INC COM 34959E109   986,548 6,422 SH   SOLE   6,422 0 0
FRONTLINE PLC COM M46528101   65,195,869 1,873,983 SH   SOLE   1,873,983 0 0
FTAI AVIATION LTD SHS G3730V105   7,941,408 29,355 SH   SOLE   29,355 0 0
GILEAD SCIENCES INC COM 375558103   9,490,155 75,116 SH   SOLE   75,116 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   455,207 10,911 SH   SOLE   10,911 0 0
HASBRO INC COM 418056107   286,092 3,464 SH   SOLE   3,464 0 0
HESAI GROUP SPONSORED ADS 428050108   457,869 25,130 SH   SOLE   25,130 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   5,057,690 15,305 SH   SOLE   15,305 0 0
HYATT HOTELS CORP COM CL A 448579102   6,323,061 32,620 SH   SOLE   32,620 0 0
IES HOLDINGS INC COM 44951W106   2,098,189 2,856 SH   SOLE   2,856 0 0
INTEL CORP COM 458140100   4,928,939 35,300 SH   SOLE   35,300 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   25,777,592 296,158 SH   SOLE   296,158 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100   1,038,142 48,534 SH   SOLE   48,534 0 0
JOHNSON & JOHNSON COM 478160104   7,615,798 29,987 SH   SOLE   29,987 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   9,237,523 97,094 SH   SOLE   97,094 0 0
LITHIUM ARGENTINA AG COM SHS H5012F103   3,333,496 403,083 SH   SOLE   403,083 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   14,371,388 78,485 SH   SOLE   78,485 0 0
LUMENTUM HLDGS INC COM 55024U109   75,960,620 88,526 SH   SOLE   88,526 0 0
MARRIOTT INTL INC NEW CL A 571903202   24,556,776 66,264 SH   SOLE   66,264 0 0
MARVELL TECHNOLOGY INC COM 573874104   63,728,501 213,933 SH   SOLE   213,933 0 0
MATERION CORP COM 576690101   1,625,236 5,465 SH   SOLE   5,465 0 0
MICRON TECHNOLOGY INC COM 595112103   692,574 600 SH   SOLE   600 0 0
MICROSOFT CORP COM 594918104   49,070,781 131,550 SH   SOLE   131,550 0 0
MODINE MFG CO COM 607828100   9,360,119 35,054 SH   SOLE   35,054 0 0
MONGODB INC CL A 60937P106   749,393 2,231 SH   SOLE   2,231 0 0
MOOG INC CL A 615394202   41,551,154 98,035 SH   SOLE   98,035 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   874,630 3,167 SH   SOLE   3,167 0 0
NETEASE INC SPONSORED ADS 64110W102   595,210 4,645 SH   SOLE   4,645 0 0
NVENT ELECTRIC PLC SHS G6700G107   5,860,026 34,550 SH   SOLE   34,550 0 0
NVIDIA CORPORATION COM 67066G104   25,543,489 127,660 SH   SOLE   127,660 0 0
OKTA INC CL A 679295105   18,009,217 131,984 SH   SOLE   131,984 0 0
ORACLE CORP COM 68389X105   6,096,920 41,603 SH   SOLE   41,603 0 0
PALO ALTO NETWORKS INC COM 697435105   2,020,885 5,926 SH   SOLE   5,926 0 0
PRIMORIS SVCS CORP COM 74164F103   5,180,309 52,263 SH   SOLE   52,263 0 0
ROBINHOOD MKTS INC COM CL A 770700102   7,631,308 76,100 SH   SOLE   76,100 0 0
ROBLOX CORP CL A 771049103   16,603,410 305,322 SH   SOLE   305,322 0 0
ROSS STORES INC COM 778296103   33,298,254 156,440 SH   SOLE   156,440 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   13,147,012 41,404 SH   SOLE   41,404 0 0
RTX CORPORATION COM 75513E101   2,466,490 13,000 SH   SOLE   13,000 0 0
SCORPIO TANKERS INC SHS Y7542C130   12,871,278 185,840 SH   SOLE   185,840 0 0
SEA LTD SPONSORD ADS 81141R100   20,231,917 211,123 SH   SOLE   211,123 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   181,989,350 188,590 SH   SOLE   188,590 0 0
SIGMA LITHIUM CORPORATION COM 826599102   16,491,489 1,303,675 SH   SOLE   1,303,675 0 0
SNOWFLAKE INC COM SHS 833445109   19,498,009 76,613 SH   SOLE   76,613 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   54,245,748 724,339 SH   SOLE   724,339 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   2,353,943 4,929 SH   SOLE   4,929 0 0
TAPESTRY INC COM 876030107   5,933,221 40,533 SH   SOLE   40,533 0 0
TARGET CORP COM 87612E106   365,186 2,796 SH   SOLE   2,796 0 0
TEXAS INSTRS INC COM 882508104   2,116,297 7,100 SH   SOLE   7,100 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   2,094,323 428,287 SH   SOLE   428,287 0 0
TWIST BIOSCIENCE CORP COM 90184D100   4,704,702 45,730 SH   SOLE   45,730 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   4,550,390 60,310 SH   SOLE   60,310 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   15,390,001 45,965 SH   SOLE   45,965 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   439,614 4,200 SH   SOLE   4,200 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   50,197,069 933,378 SH   SOLE   933,378 0 0
WESTERN DIGITAL CORP COM 958102105   187,941,444 294,247 SH   SOLE   294,247 0 0
WILLIAMS COS INC COM 969457100   5,248,478 70,601 SH   SOLE   70,601 0 0
X-ENERGY INC COM CL A 98386P102   3,201,562 174,377 SH   SOLE   174,377 0 0