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 1,218,304 17,848 SH SOLE 17,848 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 201,114 12,014 SH SOLE 12,014 0 0
XP INC CL A G98239109 1,709,487 89,784 SH SOLE 89,784 0 0
SHARKNINJA INC COM SHS G8068L108 9,436,961 89,112 SH SOLE 89,112 0 0
AURA MINERALS INC SHS NEW G06973112 3,644,909 44,668 SH SOLE 44,668 0 0
AMER SPORTS INC COM SHS G0260P102 5,868,122 178,254 SH SOLE 178,254 0 0
AGI INC COM SHS CL A G0118C105 1,735,480 238,718 SH SOLE 238,718 0 0
VISTRA CORP COM 92840M102 8,980,113 59,736 SH SOLE 59,736 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 6,758,791 89,556 SH SOLE 89,556 0 0
TIMKEN CO COM 887389104 5,997,391 59,634 SH SOLE 59,634 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 5,896,027 104,336 SH SOLE 104,336 0 0
SNOWFLAKE INC COM SHS 833445109 1,808,030 11,988 SH SOLE 11,988 0 0
SERVICENOW INC COM 81762P102 626,673 5,994 SH SOLE 5,994 0 0
SK TELECOM CO LTD SPONSORED ADR 78440P306 6,577,011 224,548 SH SOLE 224,548 0 0
ROSS STORES INC COM 778296103 16,164,497 74,618 SH SOLE 74,618 0 0
PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 1,243,630 59,934 SH SOLE 59,934 0 0
PEABODY ENERGY CORP COM 704551100 2,958,844 89,798 SH SOLE 89,798 0 0
PARKER-HANNIFIN CORP COM 701094104 15,992,567 17,864 SH SOLE 17,864 0 0
PAN AMERN SILVER CORP COM 697900108 14,619,097 267,602 SH SOLE 267,602 0 0
PAMPA ENERGIA SA SPONS ADR LVL I 697660207 2,187,189 24,714 SH SOLE 24,714 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 878,558 6,006 SH SOLE 6,006 0 0
NEXTPOWER INC CLASS A COM 65290E101 8,991,583 74,588 SH SOLE 74,588 0 0
NRG ENERGY INC COM NEW 629377508 10,902,629 74,604 SH SOLE 74,604 0 0
METHANEX CORP COM 59151K108 2,130,818 35,788 SH SOLE 35,788 0 0
LUMENTUM HLDGS INC COM 55024U109 8,410,632 11,968 SH SOLE 11,968 0 0
KINROSS GOLD CORP COM 496902404 4,544,916 148,916 SH SOLE 148,916 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 3,445,385 61,845 SH SOLE 61,845 0 0
HOULIHAN LOKEY INC CL A 441593100 3,155,044 21,968 SH SOLE 21,968 0 0
FREEPORT MCMORAN INC CL B 35671D857 10,484,471 178,368 SH SOLE 178,368 0 0
ECOPETROL S A SPONSORED ADS 279158109 2,056,748 137,208 SH SOLE 137,208 0 0
ECHOSTAR CORP CL A 278768106 8,760,582 74,832 SH SOLE 74,832 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 8,985,627 104,752 SH SOLE 104,752 0 0
DATADOG INC CL A COM 23804L103 3,469,962 29,394 SH SOLE 29,394 0 0
CURTISS WRIGHT CORP COM 231561101 10,114,632 14,850 SH SOLE 14,850 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 3,755,408 35,858 SH SOLE 35,858 0 0
COMFORT SYS USA INC COM 199908104 16,484,446 11,954 SH SOLE 11,954 0 0
CLOUDFLARE INC CL A COM 18915M107 7,384,083 35,786 SH SOLE 35,786 0 0
CIENA CORP COM NEW 171779309 9,292,673 23,936 SH SOLE 23,936 0 0
CENTURY ALUM CO COM 156431108 6,981,176 118,950 SH SOLE 118,950 0 0
CELSIUS HLDGS INC COM NEW 15118V207 7,424,048 209,246 SH SOLE 209,246 0 0
CELESTICA INC COM 15101Q207 8,426,739 29,916 SH SOLE 29,916 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 5,235,521 89,542 SH SOLE 89,542 0 0
BARRICK MNG CORP COM SHS 06849F108 4,857,192 119,078 SH SOLE 119,078 0 0
BAKER HUGHES COMPANY CL A 05722G100 1,813,429 29,704 SH SOLE 29,704 0 0
ALBEMARLE CORP COM 012653101 6,422,865 35,776 SH SOLE 35,776 0 0
ALAMOS GOLD INC COM CL A 011532108 5,290,636 119,078 SH SOLE 119,078 0 0