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
ALAMOS GOLD INC NEW COM CL A 011532108   907,330 33,924 SH   SOLE   33,924 0 0
ALPHABET INC CAP STK CL C 02079K107   3,590,530 23,000 SH   SOLE   23,000 0 0
AMAZON COM INC COM 023135106   7,735,289 40,650 SH   SOLE   40,650 0 0
BLOCK INC CL A 852234103   6,386,125 117,500 SH   SOLE   117,500 0 0
BROOKFIELD BUSINESS PARTNERS UNIT LTD L P G16234109   8,730,847 371,565 SH   SOLE   371,565 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   4,437,111 148,898 SH   SOLE   148,898 0 0
CANADIAN NATL RY CO COM 136375102   22,344,628 229,300 SH   SOLE   229,300 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   22,214,415 315,911 SH   SOLE   315,911 0 0
DESCARTES SYS GROUP INC COM 249906108   2,237,913 22,200 SH   SOLE   22,200 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   17,994,491 372,000 SH   SOLE   372,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103   16,781,235 379,200 SH   SOLE   379,200 0 0
GLOBAL PMTS INC COM 37940X102   5,811,400 59,300 SH   SOLE   59,300 0 0
GRANITE REAL ESTATE INVT TR TR UNIT NEW 387437205   4,468,468 95,800 SH   SOLE   95,800 0 0
GRINDR INC COM 39854F101   3,931,560 219,763 SH   SOLE   219,763 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   19,940,310 963,300 SH   SOLE   963,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,999,451 7,300 SH   SOLE   7,300 0 0
META PLATFORMS INC CL A 30303M102   8,949,010 15,523 SH   SOLE   15,523 0 0
MICROSOFT CORP COM 594918104   6,500,246 17,340 SH   SOLE   17,340 0 0
MYR GROUP INC DEL COM 55405W104   2,770,808 24,515 SH   SOLE   24,515 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   632,394 29,950 SH   SOLE   29,950 0 0
NVIDIA CORPORATION COM 67066G104   8,959,385 82,370 SH   SOLE   82,370 0 0
PALO ALTO NETWORKS INC COM 697435105   1,722,959 10,100 SH   SOLE   10,100 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   943,576 149,300 SH   SOLE   149,300 0 0
PEMBINA PIPELINE CORP COM 706327103   3,853,755 96,200 SH   SOLE   96,200 0 0
SITIME CORP COM 82982T106   4,225,358 27,700 SH   SOLE   27,700 0 0
SPDR S&P 500 ETF TR PUT 78462F953   3,727,950 5,050 SH   SOLE   5,050 0 0
STANTEC INC COM 85472N109   3,699,412 44,579 SH   SOLE   44,579 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   12,178,686 73,370 SH   SOLE   73,370 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   6,854,670 33,076 SH   SOLE   33,076 0 0
TELUS CORPORATION COM 87971M103   8,937,417 622,200 SH   SOLE   622,200 0 0
VISA INC COM CL A 92826C839   4,239,235 12,100 SH   SOLE   12,100 0 0