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
ALCON AG ORD SHS H01301128 7,107,012 94,320 SH SOLE 94,320 0 0
ALPHABET INC CAP STK CL A 02079K305 1,759,867 6,120 SH SOLE 6,120 0 0
AMAZON COM INC COM 023135106 7,210,724 34,622 SH SOLE 34,622 0 0
AMER SPORTS INC COM SHS G0260P102 692,209 21,027 SH SOLE 21,027 0 0
AMERICAN TOWER CORP COM 03027X100 9,130,863 52,908 SH SOLE 52,908 0 0
ANALOG DEVICES INC COM 032654105 4,931,170 15,500 SH SOLE 15,500 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 4,517,239 3,420 SH SOLE 3,420 0 0
BLOOM ENERGY CORP COM CL A 093712107 5,148,620 38,000 SH SOLE 38,000 0 0
BOOKING HOLDINGS INC COM 09857L108 2,303,045 547 SH SOLE 547 0 0
BROADCOM INC COM 11135F101 2,075,265 6,705 SH SOLE 6,705 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 5,423,843 68,953 SH SOLE 68,953 0 0
CASEYS GEN STORES INC COM 147528103 3,839,462 5,275 SH SOLE 5,275 0 0
CATERPILLAR INC COM 149123101 11,689,590 16,500 SH SOLE 16,500 0 0
COMFORT SYS USA INC COM 199908104 16,303,799 11,823 SH SOLE 11,823 0 0
CORPAY INC COM SHS 219948106 3,733,693 12,831 SH SOLE 12,831 0 0
DANAHER CORP DEL COM 235851102 6,255,094 32,991 SH SOLE 32,991 0 0
EIKON THERAPEUTICS INC COM 282564103 5,127,829 484,672 SH SOLE 484,672 0 0
EMCOR GROUP INC COM 29084Q100 4,528,055 6,133 SH SOLE 6,133 0 0
FLUTTER ENTMT PLC SHS G3643J108 322,672 3,165 SH SOLE 3,165 0 0
GE VERNOVA INC COM 36828A101 16,115,480 18,462 SH SOLE 18,462 0 0
GENERAC HLDGS INC COM 368736104 892,267 4,568 SH SOLE 4,568 0 0
GODADDY INC CL A 380237107 1,324,704 16,024 SH SOLE 16,024 0 0
HOME DEPOT INC COM 437076102 4,203,543 12,781 SH SOLE 12,781 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,427,617 15,435 SH SOLE 15,435 0 0
ISHARES TR CORE S&P500 ETF 464287200 427,853 655 SH SOLE 655 0 0
ISHARES TR CORE UNIVRSL USD 46434V613 297,279 6,436 SH SOLE 6,436 0 0
LOWES COS INC COM 548661107 4,463,802 18,892 SH SOLE 18,892 0 0
META PLATFORMS INC CL A 30303M102 1,709,524 2,988 SH SOLE 2,988 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 6,172,356 14,223 SH SOLE 14,223 0 0
NETFLIX INC. COM 64110L106 2,970,554 30,895 SH SOLE 30,895 0 0
NIKE INC CL B 654106103 3,628,206 68,690 SH SOLE 68,690 0 0
NVIDIA CORPORATION COM 67066G104 2,023,563 11,603 SH SOLE 11,603 0 0
PROPETRO HLDG CORP COM 74347M108 15,722,477 1,091,081 SH SOLE 1,091,081 0 0
QUANTA SVCS INC COM 74762E102 751,059 1,368 SH SOLE 1,368 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 16,530,142 4,630,292 SH SOLE 4,630,292 0 0
SKYWEST INC COM 830879102 1,401,509 15,262 SH SOLE 15,262 0 0
STARBUCKS CORP COM 855244109 4,223,810 47,146 SH SOLE 47,146 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,801,274 5,330 SH SOLE 5,330 0 0
TAPESTRY INC COM 876030107 538,335 3,815 SH SOLE 3,815 0 0
TERAWULF INC COM 88080T104 10,281,606 712,516 SH SOLE 712,516 0 0
TEXAS INSTRS INC COM 882508104 4,911,742 25,300 SH SOLE 25,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,778,847 3,619 SH SOLE 3,619 0 0
TJX COS INC NEW COM 872540109 3,049,951 19,098 SH SOLE 19,098 0 0
UNION PAC CORP COM 907818108 4,414,471 18,195 SH SOLE 18,195 0 0
VERISIGN INC COM 92343E102 5,119,942 20,615 SH SOLE 20,615 0 0
VISA INC COM CL A 92826C839 6,516,597 21,561 SH SOLE 21,561 0 0
ZOETIS INC CL A 98978V103 4,110,516 34,773 SH SOLE 34,773 0 0