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
ALBEMARLE CORP COM 012653101 7,809,751 55,216 SH SOLE 55,216 0 0
AMER SPORTS INC COM SHS G0260P102 1,647,284 44,104 SH SOLE 44,104 0 0
BARRICK MNG CORP COM SHS 06849F108 1,913,413 43,936 SH SOLE 43,936 0 0
BRINKER INTL INC COM 109641100 949,528 6,616 SH SOLE 6,616 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,497,168 44,104 SH SOLE 44,104 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,672,256 35,284 SH SOLE 35,284 0 0
CAMECO CORP COM 13321L108 4,035,075 44,104 SH SOLE 44,104 0 0
CARVANA CO CL A 146869102 5,605,270 13,282 SH SOLE 13,282 0 0
CELESTICA INC COM 15101Q207 5,215,152 17,642 SH SOLE 17,642 0 0
CELSIUS HLDGS INC COM NEW 15118V207 5,043,384 110,262 SH SOLE 110,262 0 0
CENTURY ALUM CO COM 156431108 2,160,072 55,132 SH SOLE 55,132 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,631,848 44,104 SH SOLE 44,104 0 0
CITIGROUP INC COM NEW 172967424 5,146,496 44,104 SH SOLE 44,104 0 0
CRH PLC ORD G25508105 4,128,134 33,078 SH SOLE 33,078 0 0
CURTISS WRIGHT CORP COM 231561101 6,078,303 11,026 SH SOLE 11,026 0 0
DECKERS OUTDOOR CORP COM 243537107 2,286,131 22,052 SH SOLE 22,052 0 0
ECHOSTAR CORP CL A 278768106 7,191,375 66,158 SH SOLE 66,158 0 0
FLUTTER ENTMT PLC SHS G3643J108 1,897,083 8,822 SH SOLE 8,822 0 0
GAP INC COM 364760108 1,129,062 44,104 SH SOLE 44,104 0 0
HOULIHAN LOKEY INC CL A 441593100 3,841,238 22,052 SH SOLE 22,052 0 0
HUDBAY MINERALS INC COM 443628102 5,255,722 264,628 SH SOLE 264,628 0 0
HUT 8 CORP COM 44812J104 6,078,505 132,314 SH SOLE 132,314 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,589,115 66,158 SH SOLE 66,158 0 0
IAMGOLD CORP COM 450913108 1,454,583 88,210 SH SOLE 88,210 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 6,499,264 132,314 SH SOLE 132,314 0 0
KODIAK GAS SVCS INC COM 50012A108 1,649,490 44,104 SH SOLE 44,104 0 0
LUMENTUM HLDGS INC COM 55024U109 7,315,774 19,848 SH SOLE 19,848 0 0
MORGAN STANLEY COM NEW 617446448 4,697,799 26,462 SH SOLE 26,462 0 0
NEXTPOWER INC CLASS A COM 65290E101 7,683,973 88,210 SH SOLE 88,210 0 0
NRG ENERGY INC COM NEW 629377508 14,046,560 88,210 SH SOLE 88,210 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1,756,746 19,848 SH SOLE 19,848 0 0
PAN AMERN SILVER CORP COM 697900108 4,561,352 88,040 SH SOLE 88,040 0 0
PARKER-HANNIFIN CORP COM 701094104 6,783,813 7,718 SH SOLE 7,718 0 0
RALPH LAUREN CORP CL A 751212101 2,339,484 6,616 SH SOLE 6,616 0 0
ROSS STORES INC COM 778296103 794,417 4,410 SH SOLE 4,410 0 0
SHARKNINJA INC COM SHS G8068L108 6,169,271 55,132 SH SOLE 55,132 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 7,586,026 110,262 SH SOLE 110,262 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 3,552,102 77,270 SH SOLE 77,270 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 3,145,104 132,314 SH SOLE 132,314 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A698 4,287,700 66,158 SH SOLE 66,158 0 0
TIMKEN CO COM 887389104 5,936,886 70,568 SH SOLE 70,568 0 0
TRANSUNION COM 89400J107 3,781,918 44,104 SH SOLE 44,104 0 0
TTM TECHNOLOGIES INC COM 87305R109 4,564,902 66,158 SH SOLE 66,158 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 1,889,651 26,462 SH SOLE 26,462 0 0
WALMART INC COM 931142103 245,770 2,206 SH SOLE 2,206 0 0
XP INC CL A G98239109 3,609,978 220,524 SH SOLE 220,524 0 0