The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 113,521,862 | 289,774 | SH | SOLE | 289,774 | 0 | 0 | ||
| AMPHENOL CORP NEW | CL A | 032095101 | 48,356,166 | 382,716 | SH | SOLE | 382,716 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 28,753,824 | 91,462 | SH | SOLE | 91,462 | 0 | 0 | ||
| WW GRAINGER INC | COM | 384802104 | 22,907,010 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 9,699,750 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 14,894,000 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C200 | 158,835,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 77,646,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 32,610,600 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 13,463,050 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 85,204,350 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 7,894,700 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| ADVANCED ENERGY INDS | COM | 007973100 | 27,430,350 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | 7,693,040 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 4,198,050 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 94,872,600 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 15,134,400 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 45,521,735 | 52,150 | SH | SOLE | 52,150 | 0 | 0 | ||
| TOYOTA MOTOR CORP | ADS | 892331307 | 7,625,330 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 91,977,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||