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
ACCENTURE PLC ACCENTURE PLC G1151C101 20,367 57,242 SH SOLE 57,242 0 0
ACUITY BRANDS INC ACUITY BRANDS INC 00508Y102 2,069 7,669 SH SOLE 7,669 0 0
ADVANCED MICRO DEVICES ADVANCED MICRO DEVICES 007903107 11,380 67,942 SH SOLE 67,942 0 0
ALCON INC ALCON INC H01301128 14,374 133,220 SH SOLE 133,220 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102 294 2,800 SH SOLE 2,800 0 0
ALPHABET - A ALPHABET - A 02079K305 7,779 47,803 SH SOLE 47,803 0 0
AMAZON.COM AMAZON.COM 023135106 57 300 SH SOLE 300 0 0
AMERICAN WATER WORKS AMERICAN WATER WORKS 030420103 3,372 23,553 SH SOLE 23,553 0 0
ANALOG DEVICES ANALOG DEVICES 032654105 9,910 44,251 SH SOLE 44,251 0 0
APPLE INC US APPLE INC US 037833100 4,887 21,479 SH SOLE 21,479 0 0
APPLIED MATERIAL APPLIED MATERIAL 038222105 4,664 22,252 SH SOLE 22,252 0 0
ARISTA NETWORKS ARISTA NETWORKS 040413205 2,719 7,039 SH SOLE 7,039 0 0
ASTERA LABS INC ASTERA LABS INC 04626A103 943 17,231 SH SOLE 17,231 0 0
ASTRA ZENECA ASTRA ZENECA G0593M107 26,202 163,871 SH SOLE 163,871 0 0
BAIDU INC BAIDU INC 056752108 62 600 SH SOLE 600 0 0
BROADCOM BROADCOM 11135F101 18,554 104,183 SH SOLE 104,183 0 0
CALL FSLR 1/17/25 C230 CALL FSLR 1/17/25 C230 65290E101 4 200 SH SOLE 200 0 0
CALL NXT 02/21/25 C45 CALL NXT 02/21/25 C45 65290E101 2 500 SH SOLE 500 0 0
CALL RUN 1/17/25 C17.5 CALL RUN 1/17/25 C17.5 86771W105 3 1,600 SH SOLE 1,600 0 0
CARLISLE COS INC CARLISLE COS INC 142339100 1,303 3,000 SH SOLE 3,000 0 0
CLEAN HARBORS CLEAN HARBORS 184496107 7,648 31,437 SH SOLE 31,437 0 0
COHERENT INC COHERENT INC 19247G107 3,177 34,374 SH SOLE 34,374 0 0
CROWDSTRIKE CROWDSTRIKE 22788C105 3,055 10,854 SH SOLE 10,854 0 0
DARLING INGREDIENTS DARLING INGREDIENTS 237266101 4,743 130,096 SH SOLE 130,096 0 0
DATADOG DATADOG 23804L103 765 6,700 SH SOLE 6,700 0 0
DEERE DEERE 244199105 6,516 15,835 SH SOLE 15,835 0 0
DIGITAL REALTY 0.625 2031 DIGITAL REALTY 0.625 2031 253868103 482 500,000 SH SOLE 500,000 0 0
DUOLINGO DUOLINGO 26603R106 7,834 28,184 SH SOLE 28,184 0 0
EATON CORP EATON CORP G29183103 14,795 44,428 SH SOLE 44,428 0 0
ELI LILLY ELI LILLY 532457108 18,403 20,238 SH SOLE 20,238 0 0
FERRARI NV FERRARI NV N3167Y103 11,944 23,649 SH SOLE 23,649 0 0
FIRST SOLAR INC FIRST SOLAR INC 336433107 1,417 5,544 SH SOLE 5,544 0 0
GITLAB INC GITLAB INC 37637K108 6,872 133,668 SH SOLE 133,668 0 0
INTUIT INC INTUIT INC 461202103 10,728 16,846 SH SOLE 16,846 0 0
INTUITIVE SURGICAL INTUITIVE SURGICAL 46120E602 9,214 18,945 SH SOLE 18,945 0 0
INVESCO CHINA TECHNOLOGY ETF INVESCO CHINA TECHNOLOGY ETF 46138E800 233 6,100 SH SOLE 6,100 0 0
INVESCO SOLAR ETF INVESCO SOLAR ETF 46138G706 273 6,500 SH SOLE 6,500 0 0
JP MORGAN JP MORGAN 46625H100 6,118 29,164 SH SOLE 29,164 0 0
MASTEC MASTEC 576323109 2,754 22,437 SH SOLE 22,437 0 0
MASTERCARD MASTERCARD 57636Q104 19,569 39,834 SH SOLE 39,834 0 0
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC 595112103 17,112 155,733 SH SOLE 155,733 0 0
MICROSOFT CORP MICROSOFT CORP 594918104 81,889 189,860 SH SOLE 189,860 0 0
MONGO DB MONGO DB 60937P106 11,391 41,780 SH SOLE 41,780 0 0
NEXTERA ENERGY NEXTERA ENERGY 65339F101 3,580 42,889 SH SOLE 42,889 0 0
NVIDIA NVIDIA 67066G104 47,183 380,389 SH SOLE 380,389 0 0
ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP 682189105 3,259 44,450 SH SOLE 44,450 0 0
OWENS CORNING OWENS CORNING 690742101 3,645 20,947 SH SOLE 20,947 0 0
PALO ALTO PALO ALTO 697435105 5,882 17,365 SH SOLE 17,365 0 0
PROCORE TECHNOLOGY PROCORE TECHNOLOGY 74275K108 9,576 155,373 SH SOLE 155,373 0 0
PROGRESSIVE US PROGRESSIVE US 743315103 13,066 51,770 SH SOLE 51,770 0 0
PURE STORAGE PURE STORAGE 74624M102 9,478 187,874 SH SOLE 187,874 0 0
QIAGEN N.V. QIAGEN N.V. N72482156 3,397 64,024 SH SOLE 64,024 0 0
QUANTA SERVICES QUANTA SERVICES 74762E102 5,766 19,455 SH SOLE 19,455 0 0
REPUBLIC SERVICES REPUBLIC SERVICES 760759100 2,787 13,884 SH SOLE 13,884 0 0
SENTINEL ONE SENTINEL ONE 81730H109 4,976 207,688 SH SOLE 207,688 0 0
SERVICENOW SERVICENOW 81762P102 22,744 25,703 SH SOLE 25,703 0 0
SMURFIT WESTROCK SMURFIT WESTROCK G8267P108 18,000 488,737 SH SOLE 488,737 0 0
SNOWFLAKE SNOWFLAKE 833445109 7,159 63,637 SH SOLE 63,637 0 0
STELLANTIS NV STELLANTIS NV N82405106 18,307 1,110,051 SH SOLE 1,110,051 0 0
STRYKER CORP STRYKER CORP 863667101 17,192 47,578 SH SOLE 47,578 0 0
SYNOPSYS SYNOPSYS 871607107 10,851 21,054 SH SOLE 21,054 0 0
THERMO FISHER THERMO FISHER 883556102 14,442 23,318 SH SOLE 23,318 0 0
T-MOBILE US T-MOBILE US 872590104 15,978 78,614 SH SOLE 78,614 0 0
TOTAL ENERGIES TOTAL ENERGIES F92124100 933 12,710 SH SOLE 12,710 0 0
TSMC ADR TSMC ADR 874039100 7,571 40,524 SH SOLE 40,524 0 0
UNITED RENTALS UNITED RENTALS 911363109 11,285 14,060 SH SOLE 14,060 0 0
VEEVA VEEVA 922475108 8,434 40,273 SH SOLE 40,273 0 0
VERISK ANALYTICS INC VERISK ANALYTICS INC 92345Y106 6,382 24,085 SH SOLE 24,085 0 0
VERTIV HOLDINGS VERTIV HOLDINGS 92537N108 7,713 76,651 SH SOLE 76,651 0 0
WABTEC WABTEC 929740108 6,117 33,558 SH SOLE 33,558 0 0
WASTE CONNECTIONS WASTE CONNECTIONS 94106B101 28,210 117,228 SH SOLE 117,228 0 0
WEST FRASER WEST FRASER 952845105 627 6,500 SH SOLE 6,500 0 0
WORKDAY INC WORKDAY INC 98138H101 24,099 98,189 SH SOLE 98,189 0 0
XYLEM XYLEM 98419M100 3,479 25,939 SH SOLE 25,939 0 0