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
AFFIRM HLDGS INC COM CL A 00827B106 16,053,658 215,688 SH SOLE 215,688 0 0
AMRIZE LTD SHS H2927K103 4,123,167 76,242 SH SOLE 76,242 0 0
APPLOVIN CORP COM CL A 03831W108 14,973,628 22,222 SH SOLE 22,222 0 0
BOEING CO COM 097023105 26,548,782 122,277 SH SOLE 122,277 0 0
BROADCOM INC COM 11135F101 14,395,683 41,594 SH SOLE 41,594 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 11,327,755 153,847 SH SOLE 153,847 0 0
CELESTICA INC COM 15101Q207 16,890,269 57,137 SH SOLE 57,137 0 0
CIENA CORP COM NEW 171779309 5,660,356 24,203 SH SOLE 24,203 0 0
D R HORTON INC COM 23331A109 11,380,530 79,015 SH SOLE 79,015 0 0
HENRY SCHEIN INC COM 806407102 6,005,965 79,465 SH SOLE 79,465 0 0
HOWMET AEROSPACE INC COM 443201108 7,674,924 37,435 SH SOLE 37,435 0 0
KKR & CO INC COM 48251W104 14,477,266 113,565 SH SOLE 113,565 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 4,660,862 55,682 SH SOLE 55,682 0 0
NVIDIA CORPORATION COM 67066G104 22,727,077 121,861 SH SOLE 121,861 0 0
S&P GLOBAL INC COM 78409V104 4,617,083 8,835 SH SOLE 8,835 0 0
SHERWIN WILLIAMS CO COM 824348106 9,513,845 29,361 SH SOLE 29,361 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,238,054 33,690 SH SOLE 33,690 0 0
TALEN ENERGY CORP COM 87422Q109 10,357,579 27,632 SH SOLE 27,632 0 0
TRANSDIGM GROUP INC COM 893641100 5,815,434 4,373 SH SOLE 4,373 0 0