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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>BUILDERS FIRSTSOURCE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>DECKERS OUTDOOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ELI LILLY &amp; CO</nameOfIssuer>
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    <cusip>30233Q108</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>HEWLETT PACKARD ENTERPRISE C</nameOfIssuer>
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    <nameOfIssuer>ISHARES BITCOIN TRUST ETF</nameOfIssuer>
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    <nameOfIssuer>JOHNSON CONTROLS INTERNATION</nameOfIssuer>
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    <cusip>G51502105</cusip>
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    <nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
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    <nameOfIssuer>LUMENTUM HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55024U109</cusip>
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    <nameOfIssuer>MERCADOLIBRE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
    <cusip>595112103</cusip>
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    <nameOfIssuer>NEBIUS GROUP N.V.</nameOfIssuer>
    <titleOfClass>SHS CLASS A</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
    <cusip>690742101</cusip>
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      <Sole>13846</Sole>
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    <value>11926308</value>
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      <Sole>63760</Sole>
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    <nameOfIssuer>QXO INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
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    <value>343604</value>
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      <Sole>29393</Sole>
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    <nameOfIssuer>ROCKET LAB CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>773121108</cusip>
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      <sshPrnamt>6574</sshPrnamt>
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      <Sole>6574</Sole>
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    <nameOfIssuer>SEAGATE TECHNOLOGY HLDNGS PL</nameOfIssuer>
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    <cusip>G7997R103</cusip>
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    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
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    <cusip>81369Y100</cusip>
    <value>2036634</value>
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      <Sole>41820</Sole>
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    <nameOfIssuer>SLB LIMITED</nameOfIssuer>
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    <cusip>806857108</cusip>
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    <nameOfIssuer>SOLARIS ENERGY INFRAS INC</nameOfIssuer>
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    <value>276321</value>
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      <sshPrnamt>3882</sshPrnamt>
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      <Sole>3882</Sole>
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      <None>0</None>
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    <nameOfIssuer>SOUTHERN COPPER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>84265V105</cusip>
    <value>2607774</value>
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      <sshPrnamt>12869</sshPrnamt>
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      <Sole>12869</Sole>
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      <None>0</None>
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    <nameOfIssuer>SPDR GOLD TR</nameOfIssuer>
    <titleOfClass>GOLD SHS</titleOfClass>
    <cusip>78463V107</cusip>
    <value>4342338</value>
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      <Sole>11402</Sole>
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      <None>0</None>
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    <nameOfIssuer>STATE STR SPDR S&amp;P 500 ETF T</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>1144708</value>
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      <Sole>1501</Sole>
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    <nameOfIssuer>TECHNIPFMC PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>TENARIS S A</nameOfIssuer>
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    <cusip>88031M109</cusip>
    <value>1476782</value>
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      <Sole>4661</Sole>
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    <nameOfIssuer>URBAN OUTFITTERS INC</nameOfIssuer>
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      <Sole>2904</Sole>
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    <nameOfIssuer>VANECK ETF TRUST</nameOfIssuer>
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    <cusip>92189F676</cusip>
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    <nameOfIssuer>VERTIV HOLDINGS CO</nameOfIssuer>
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    <nameOfIssuer>VISTA ENERGY S.A.B. DE C.V.</nameOfIssuer>
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