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
ENLIGHT RENEWABLE ENERGY LTD SHS M4056D110 1,438,648 21,076 SH SOLE 21,076 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 234,243 13,993 SH SOLE 13,993 0 0
XP INC CL A G98239109 2,001,256 105,108 SH SOLE 105,108 0 0
SHARKNINJA INC COM SHS G8068L108 11,166,520 105,444 SH SOLE 105,444 0 0
AURA MINERALS INC SHS NEW G06973112 4,297,546 52,666 SH SOLE 52,666 0 0
AMER SPORTS INC COM SHS G0260P102 6,941,939 210,873 SH SOLE 210,873 0 0
AGI INC COM SHS CL A G0118C105 2,040,260 280,641 SH SOLE 280,641 0 0
VISTRA CORP COM 92840M102 10,542,944 70,132 SH SOLE 70,132 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 7,941,104 105,222 SH SOLE 105,222 0 0
TIMKEN CO COM 887389104 7,058,304 70,183 SH SOLE 70,183 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 6,941,236 122,832 SH SOLE 122,832 0 0
SNOWFLAKE INC COM SHS 833445109 2,112,385 14,006 SH SOLE 14,006 0 0
SERVICENOW INC COM 81762P102 732,164 7,003 SH SOLE 7,003 0 0
SK TELECOM CO LTD SPONSORED ADR 78440P306 7,739,795 264,247 SH SOLE 264,247 0 0
ROSS STORES INC COM 778296103 18,996,501 87,691 SH SOLE 87,691 0 0
PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 1,453,185 70,033 SH SOLE 70,033 0 0
PEABODY ENERGY CORP COM 704551100 3,463,078 105,101 SH SOLE 105,101 0 0
PARKER-HANNIFIN CORP COM 701094104 18,860,916 21,068 SH SOLE 21,068 0 0
PAN AMERN SILVER CORP COM 697900108 17,273,951 316,199 SH SOLE 316,199 0 0
PAMPA ENERGIA SA SPONS ADR LVL I 697660207 2,570,306 29,043 SH SOLE 29,043 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,023,521 6,997 SH SOLE 6,997 0 0
NEXTPOWER INC CLASS A COM 65290E101 10,572,958 87,706 SH SOLE 87,706 0 0
NRG ENERGY INC COM NEW 629377508 12,816,186 87,698 SH SOLE 87,698 0 0
METHANEX CORP COM 59151K108 2,506,991 42,106 SH SOLE 42,106 0 0
LUMENTUM HLDGS INC COM 55024U109 9,849,884 14,016 SH SOLE 14,016 0 0
KINROSS GOLD CORP COM 496902404 5,357,542 175,542 SH SOLE 175,542 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 3,908,892 70,165 SH SOLE 70,165 0 0
HOULIHAN LOKEY INC CL A 441593100 3,707,694 25,816 SH SOLE 25,816 0 0
FREEPORT MCMORAN INC CL B 35671D857 12,391,764 210,816 SH SOLE 210,816 0 0
ECOPETROL S A SPONSORED ADS 279158109 2,417,078 161,246 SH SOLE 161,246 0 0
ECHOSTAR CORP CL A 278768106 10,253,459 87,584 SH SOLE 87,584 0 0
DIGITALOCEAN HLDSG INC COM 25402D102 10,518,687 122,624 SH SOLE 122,624 0 0
DATADOG INC CL A COM 23804L103 4,084,884 34,603 SH SOLE 34,603 0 0
CURTISS WRIGHT CORP COM 231561101 11,970,684 17,575 SH SOLE 17,575 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 4,406,096 42,071 SH SOLE 42,071 0 0
COMFORT SYS USA INC COM 199908104 19,337,577 14,023 SH SOLE 14,023 0 0
CLOUDFLARE INC CL A COM 18915M107 8,688,358 42,107 SH SOLE 42,107 0 0
CIENA CORP COM NEW 171779309 10,882,863 28,032 SH SOLE 28,032 0 0
CENTURY ALUM CO COM 156431108 8,247,412 140,525 SH SOLE 140,525 0 0
CELSIUS HLGDS INC COM NEW 15118V207 8,705,976 245,377 SH SOLE 245,377 0 0
CELESTICA INC COM 15101Q207 9,870,631 35,042 SH SOLE 35,042 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 6,152,740 105,229 SH SOLE 105,229 0 0
BARRICK MINING CORP COM SHS 06849F108 5,729,404 140,461 SH SOLE 140,461 0 0
BAKER HUGHES COMPANY CL A 05722G100 2,145,785 35,148 SH SOLE 35,148 0 0
ALBEMARLE CORP COM 012653101 7,560,367 42,112 SH SOLE 42,112 0 0
ALAMOS GOLD INC COM CL A 011532108 6,240,682 140,461 SH SOLE 140,461 0 0