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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   15,373,308 49,116 SH   SOLE   49,116 0 0
AMAZON.COM INC COM 023135106   8,094,396 35,068 SH   SOLE   35,068 0 0
BROOKFIELD INFRASTRUCTURE PARTNERS L.P. LP INT UNIT G16252101   8,075,099 232,424 SH   SOLE   232,424 0 0
CAE INC. COM 124765108   3,749,012 123,223 SH   SOLE   123,223 0 0
CANADIAN PACIFIC KANSAS CITY LTD COM 13646K108   3,731,092 50,607 SH   SOLE   50,607 0 0
CN RAIL COM 136375102   2,389,341 24,124 SH   SOLE   24,124 0 0
EATON CORP PLC COM G29183103   3,700,131 11,617 SH   SOLE   11,617 0 0
JPMORGAN CHASE & COMPANY COM 46625H100   9,906,976 30,746 SH   SOLE   30,746 0 0
MICROSOFT COM 594918104   7,882,039 16,298 SH   SOLE   16,298 0 0
PAYPAL HOLDINGS INC. COM 70450Y103   2,761,608 47,304 SH   SOLE   47,304 0 0
ROYAL BANK CDA COM 780087102   9,343,034 54,727 SH   SOLE   54,727 0 0
VERTIV HOLDING COM CL A 92537N108   2,540,155 15,679 SH   SOLE   15,679 0 0
META PLATFORMS INC COM CL A 30303M102   8,423,409 12,761 SH   SOLE   12,761 0 0
CELESTICA INC COM 15101Q207   2,923,175 9,868 SH   SOLE   9,868 0 0
FIRST SOLAR INC COM 336433107   11,425,678 43,738 SH   SOLE   43,738 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   3,903,332 95,436 SH   SOLE   95,436 0 0
ADVANCED MICRO DEVICE LTD. COM 007903107   4,083,817 19,069 SH   SOLE   19,069 0 0