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
BROOKFIELD INFRASTRUCTURE PARTNERS L.P. LP INT UNIT G16252101 8,614,595 236,081 SH SOLE 236,081 0 0
ROYAL BANK CDA COM 780087102 11,488,851 55,590 SH SOLE 55,590 0 0
CN RAIL COM 136375102 3,182,074 26,721 SH SOLE 26,721 0 0
CAE INC. COM 124765108 3,112,910 124,569 SH SOLE 124,569 0 0
CANADIAN PACIFIC KANSAS CITY LTD COM 13646K108 4,585,344 52,991 SH SOLE 52,991 0 0
CELESTICA INC COM 15101Q207 3,661,812 10,060 SH SOLE 10,060 0 0
MICROSOFT COM 594918104 8,164,289 21,887 SH SOLE 21,887 0 0
FIRST SOLAR INC. COM 336433107 4,959,879 21,020 SH SOLE 21,020 0 0
AMAZON.COM INC COM 023135106 8,479,422 35,577 SH SOLE 35,577 0 0
JPMORGAN CHASE & COMPANY COM 46625H100 10,225,462 31,239 SH SOLE 31,239 0 0
ALPHABET INC. CL-A CAP STK CL A 02079K305 17,635,852 49,349 SH SOLE 49,349 0 0
META PLATFORMS INC CL A 30303M102 5,172,129 9,182 SH SOLE 9,182 0 0
ADVANCED MICRO DEVICE LTD. COM 007903107 17,376,761 29,913 SH SOLE 29,913 0 0
VERTIV HOLDING COM CL A 92537N108 2,923,313 8,731 SH SOLE 8,731 0 0
EATON CORP PLC SHS G29183103 7,228,700 16,964 SH SOLE 16,964 0 0
BIRKENSTOCK HOLDINGS COM SHS M2029K104 4,185,227 97,263 SH SOLE 97,263 0 0
RELX PLC ADR SPONSORED ADR 759530108 1,889,052 59,648 SH SOLE 59,648 0 0
FERRARI NV COM N3167Y103 2,380,422 6,394 SH SOLE 6,394 0 0