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
AAR CORP COM 000361105 13,050,369 119,225 SH SOLE 119,225 0 0
ALPHABET INC CAP STK CL A 02079K305 125,280,403 435,667 SH SOLE 435,667 0 0
AMAZON COM INC COM 023135106 166,386,486 798,898 SH SOLE 798,898 0 0
ARGAN INC COM 04010E109 7,202,996 13,225 SH SOLE 13,225 0 0
BROADCOM INC COM 11135F101 126,402,646 408,396 SH SOLE 408,396 0 0
BROOKFIELD INFRASTRUCTURE PA LP INT UNIT G16252101 25,713,286 711,885 SH SOLE 711,885 0 0
BWX TECHNOLOGIES INC COM 05605H100 50,349,528 246,220 SH SOLE 246,220 0 0
CAMECO CORP COM 13321L108 17,949,432 165,265 SH SOLE 165,265 0 0
CBOE GLOBAL MKTS INC COM 12503M108 6,811,731 24,235 SH SOLE 24,235 0 0
CELESTICA INC COM 15101Q207 5,495,577 19,510 SH SOLE 19,510 0 0
CF INDUSTRIES HOLD COM 125269100 48,395,263 372,730 SH SOLE 372,730 0 0
CIENA CORP COM NEW 171779309 83,459,744 214,975 SH SOLE 214,975 0 0
CLEAN HARBORS INC COM 184496107 11,661,022 40,669 SH SOLE 40,669 0 0
COHERENT CORP COM 19247G107 9,839,264 41,305 SH SOLE 41,305 0 0
COMFORT SYS USA INC COM 199908104 28,550,609 20,704 SH SOLE 20,704 0 0
CONSTELLATION ENERGY CORP COM 21037T109 13,976,463 50,050 SH SOLE 50,050 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 13,953,894 125,575 SH SOLE 125,575 0 0
CRH PLC ORD G25508105 19,245,370 183,080 SH SOLE 183,080 0 0
CURTISS WRIGHT CORP COM 231561101 17,157,413 25,190 SH SOLE 25,190 0 0
EATON CORP PLC SHS G29183103 117,504,252 328,527 SH SOLE 328,527 0 0
ELI LILLY & CO COM 532457108 93,885,523 102,075 SH SOLE 102,075 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 2,932,415 100,185 SH SOLE 100,185 0 0
GE AEROSPACE COM NEW 369604301 64,658,413 227,855 SH SOLE 227,855 0 0
GE VERNOVA INC COM 36828A101 226,895,516 259,933 SH SOLE 259,933 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 21,702,202 520,187 SH SOLE 520,187 0 0
HEICO CORP NEW COM 422806109 13,284,990 48,450 SH SOLE 48,450 0 0
HOWMET AEROSPACE INC COM 443201108 82,614,609 358,477 SH SOLE 358,477 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 14,714,487 219,390 SH SOLE 219,390 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 105,740,423 807,487 SH SOLE 807,487 0 0
LEGENCE CORP CL A 52476L109 42,222,595 747,832 SH SOLE 747,832 0 0
LEONARDO DRS INC COM 52661A108 27,910,256 626,915 SH SOLE 626,915 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 90,820,745 1,068,228 SH SOLE 1,068,228 0 0
LINDE PLC SHS G54950103 32,204,074 64,959 SH SOLE 64,959 0 0
LITTELFUSE INC COM 537008104 5,461,838 16,095 SH SOLE 16,095 0 0
LUMENTUM HLDGS INC COM 55024U109 51,579,070 73,395 SH SOLE 73,395 0 0
MASTERCARD INCORPORATED CL A 57636Q104 102,986,921 206,114 SH SOLE 206,114 0 0
MCKESSON CORP COM 58155Q103 59,506,480 68,765 SH SOLE 68,765 0 0
MEDLINE INC COM CL A 58507V107 4,064,185 91,330 SH SOLE 91,330 0 0
META PLATFORMS INC CL A 30303M102 1,152,842 2,015 SH SOLE 2,015 0 0
MICROSOFT CORP COM 594918104 5,680,999 15,347 SH SOLE 15,347 0 0
MODINE MFG CO COM 607828100 25,641,127 118,320 SH SOLE 118,320 0 0
NEXTERA ENERGY INC COM 65339F101 143,417,123 1,544,112 SH SOLE 1,544,112 0 0
NEXTPOWER INC CLASS A COM 65290E101 7,912,299 65,635 SH SOLE 65,635 0 0
NISOURCE INC COM 65473P105 9,776,670 209,530 SH SOLE 209,530 0 0
NOVA LTD COM M7516K103 9,315,306 21,450 SH SOLE 21,450 0 0
NVIDIA CORPORATION COM 67066G104 288,414,174 1,653,751 SH SOLE 1,653,751 0 0
POWELL INDS INC COM 739128106 7,943,054 14,680 SH SOLE 14,680 0 0
PRIMORIS SVCS CORP COM 74164F103 16,044,797 112,170 SH SOLE 112,170 0 0
QUANTA SVCS INC COM 74762E102 49,412,898 90,002 SH SOLE 90,002 0 0
RAMBUS INC DEL COM 750917106 5,539,902 64,395 SH SOLE 64,395 0 0
RTX CORPORATION COM 75513E101 86,570,627 448,785 SH SOLE 448,785 0 0
SHARKNINJA INC COM SHS G8068L108 2,155,065 20,350 SH SOLE 20,350 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 7,212,352 94,700 SH SOLE 94,700 0 0
STERLING INFRASTRUCTURE INC COM 859241101 67,197,514 164,995 SH SOLE 164,995 0 0
TARGA RES CORP COM 87612G101 107,513,024 428,800 SH SOLE 428,800 0 0
TERADYNE INC COM 880770102 4,516,568 15,235 SH SOLE 15,235 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 123,163,989 610,781 SH SOLE 610,781 0 0
V2X INC COM 92242T101 7,568,223 110,485 SH SOLE 110,485 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 23,307,699 93,015 SH SOLE 93,015 0 0