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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 73,339,102 474,257 SH SOLE 474,257 0 0
AMAZON COM INC COM 023135106 157,250,271 826,502 SH SOLE 826,502 0 0
APPLOVIN CORP COM CL A 03831W108 951,242 3,590 SH SOLE 3,590 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 3,341,242 22,790 SH SOLE 22,790 0 0
ASTERA LABS INC COM 04626A103 893,558 14,975 SH SOLE 14,975 0 0
AXON ENTERPRISE INC COM 05464C101 46,863,197 89,102 SH SOLE 89,102 0 0
BOSTON SCIENTIFIC CORP COM 101137107 60,775,660 602,455 SH SOLE 602,455 0 0
BROADCOM INC COM 11135F101 78,996,823 471,820 SH SOLE 471,820 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 4,209,476 141,305 SH SOLE 141,305 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,937,257 11,549 SH SOLE 11,549 0 0
CAMECO CORP COM 13321L108 1,385,075 33,651 SH SOLE 33,651 0 0
CLEAN HARBORS INC COM 184496107 7,647,874 38,802 SH SOLE 38,802 0 0
COMFORT SYS USA INC COM 199908104 55,158,721 171,125 SH SOLE 171,125 0 0
CONSTELLATION ENERGY CORP COM 21037T109 87,982,662 436,357 SH SOLE 436,357 0 0
CRH PLC ORD G25508105 95,277,228 1,083,065 SH SOLE 1,083,065 0 0
CURTISS WRIGHT CORP COM 231561101 47,862,718 150,858 SH SOLE 150,858 0 0
EATON CORP PLC SHS G29183103 10,132,191 37,274 SH SOLE 37,274 0 0
ELI LILLY & CO COM 532457108 77,128,431 93,386 SH SOLE 93,386 0 0
GE VERNOVA INC COM 36828A101 90,103,697 295,151 SH SOLE 295,151 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 11,880,492 245,922 SH SOLE 245,922 0 0
GODADDY INC CL A 380237107 2,538,173 14,090 SH SOLE 14,090 0 0
HEICO CORP NEW COM 422806109 1,488,248 5,570 SH SOLE 5,570 0 0
HOWMET AEROSPACE INC COM 443201108 34,044,395 262,425 SH SOLE 262,425 0 0
INSULET CORP COM 45784P101 5,476,732 20,855 SH SOLE 20,855 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,877,954 17,380 SH SOLE 17,380 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 18,696,443 37,750 SH SOLE 37,750 0 0
ISHARES TR MSCI USA MMENTM 46432F396 32,603,569 161,300 SH Call SOLE 0 0 0
JOHNSON CTLS INTL PLC SHS G51502105 76,084,473 949,750 SH SOLE 949,750 0 0
LEONARDO DRS INC COM 52661A108 2,035,930 61,920 SH SOLE 61,920 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 79,296,830 880,978 SH SOLE 880,978 0 0
LINDE PLC SHS G54950103 16,161,433 34,708 SH SOLE 34,708 0 0
MASTERCARD INCORPORATED CL A 57636Q104 111,136,263 202,759 SH SOLE 202,759 0 0
MERCADOLIBRE INC COM 58733R102 4,847,912 2,485 SH SOLE 2,485 0 0
META PLATFORMS INC CL A 30303M102 97,456,712 169,090 SH SOLE 169,090 0 0
MICROSOFT CORP COM 594918104 127,188,889 338,818 SH SOLE 338,818 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 49,133,227 112,225 SH SOLE 112,225 0 0
NETFLIX INC COM 64110L106 80,202,243 86,005 SH SOLE 86,005 0 0
NEXTERA ENERGY INC COM 65339F101 15,798,900 222,865 SH SOLE 222,865 0 0
NOVA LTD COM M7516K103 1,066,349 5,785 SH SOLE 5,785 0 0
NVIDIA CORPORATION COM 67066G104 148,769,541 1,372,666 SH SOLE 1,372,666 0 0
ON HLDG AG NAMEN AKT A H5919C104 30,756,956 700,295 SH SOLE 700,295 0 0
ONTO INNOVATION INC COM 683344105 888,209 7,320 SH SOLE 7,320 0 0
QUANTA SVCS INC COM 74762E102 14,856,821 58,450 SH SOLE 58,450 0 0
REDDIT INC CL A 75734B100 936,233 8,925 SH SOLE 8,925 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 1,885,901 25,530 SH SOLE 25,530 0 0
SALESFORCE INC COM 79466L302 3,499,414 13,040 SH SOLE 13,040 0 0
SERVICENOW INC COM 81762P102 78,175,375 98,193 SH SOLE 98,193 0 0
SHARKNINJA INC COM SHS G8068L108 4,647,188 55,715 SH SOLE 55,715 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 19,894,585 36,170 SH SOLE 36,170 0 0
TALEN ENERGY CORP COM 87422Q109 4,289,311 21,482 SH SOLE 21,482 0 0
TARGA RES CORP COM 87612G101 4,282,039 21,360 SH SOLE 21,360 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,069,288 24,255 SH SOLE 24,255 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 62,875,355 411,461 SH SOLE 411,461 0 0
TRADEWEB MKTS INC CL A 892672106 3,698,881 24,915 SH SOLE 24,915 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 5,490,111 16,295 SH SOLE 16,295 0 0
UBER TECHNOLOGIES INC COM 90353T100 56,171,417 770,950 SH SOLE 770,950 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 1,904,910 33,775 SH SOLE 33,775 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,010,379 41,695 SH SOLE 41,695 0 0
WAYSTAR HLDG CORP COM 946784105 1,737,240 46,500 SH SOLE 46,500 0 0
WIX COM LTD SHS M98068105 4,628,555 28,330 SH SOLE 28,330 0 0
ZSCALER INC COM 98980G102 891,898 4,495 SH SOLE 4,495 0 0