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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
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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
ALPHABET INC. CL-A CAP STK CL A 02079K305   11,932,807 49,086 SH   SOLE   49,086 0 0
AMAZON.COM INC COM 023135106   7,679,680 34,976 SH   SOLE   34,976 0 0
BROOKFIELD INFRASTRUCTURE PARTNERS L.P. LP INT UNIT G16252101   7,694,108 233,464 SH   SOLE   233,464 0 0
CAE INC. COM 124765108   3,659,396 123,567 SH   SOLE   123,567 0 0
CANADIAN PACIFIC KANSAS CITY LTD COM 13646K108   3,768,610 50,595 SH   SOLE   50,595 0 0
CN RAIL COM 136375102   2,294,630 24,330 SH   SOLE   24,330 0 0
EATON CORP PLC COM G29183103   2,443,478 6,529 SH   SOLE   6,529 0 0
JPMORGAN CHASE & COMPANY COM 46625H100   9,680,862 30,691 SH   SOLE   30,691 0 0
MICROSOFT COM 594918104   8,435,852 16,287 SH   SOLE   16,287 0 0
PAYPAL HOLDINGS INC. COM 70450Y103   3,153,161 47,020 SH   SOLE   47,020 0 0
ROYAL BANK CDA COM 780087102   8,089,441 54,879 SH   SOLE   54,879 0 0
VERTIV HOLDING COM CL A 92537N108   4,102,789 27,196 SH   SOLE   27,196 0 0
META PLATFORMS INC COM CL A 30303M102   9,300,923 12,665 SH   SOLE   12,665 0 0
CELESTICA INC COM 15101Q207   4,556,455 18,514 SH   SOLE   18,514 0 0
FIRST SOLAR INC COM 336433107   9,545,200 43,283 SH   SOLE   43,283 0 0