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
AAR CORP COM 000361105 19,886,851 139,137 SH SOLE 139,137 0 0
ADVANCED ENERGY INDS COM 007973100 50,356,466 135,051 SH SOLE 135,051 0 0
ADVANCED MICRO DEVICES INC COM 007903107 99,751,542 171,716 SH SOLE 171,716 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 3,467,076 49,800 SH SOLE 49,800 0 0
ALPHABET INC CAP STK CL A 02079K305 222,876,302 623,657 SH SOLE 623,657 0 0
AMAZON COM INC COM 023135106 219,824,080 922,313 SH SOLE 922,313 0 0
APPLIED MATLS INC COM 038222105 201,402,495 278,565 SH SOLE 278,565 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 68,691,910 193,733 SH SOLE 193,733 0 0
BORGWARNER INC COM 099724106 11,101,682 167,194 SH SOLE 167,194 0 0
BROADCOM INC COM 11135F101 147,079,229 389,356 SH SOLE 389,356 0 0
BROOKFIELD INFRASTRUCTURE PA LP INT UNIT G16252101 15,636,038 428,502 SH SOLE 428,502 0 0
CAMECO CORP COM 13321L108 31,207,358 306,375 SH SOLE 306,375 0 0
CIENA CORP COM NEW 171779309 18,614,790 37,946 SH SOLE 37,946 0 0
CLEAN HARBORS INC COM 184496107 44,743,489 149,769 SH SOLE 149,769 0 0
COGNEX CORP COM 192422103 75,805,635 1,046,750 SH SOLE 1,046,750 0 0
COMFORT SYS USA INC COM 199908104 59,914,349 30,230 SH SOLE 30,230 0 0
CRH PLC ORD G25508105 12,125,775 113,325 SH SOLE 113,325 0 0
ELI LILLY & CO COM 532457108 116,632,573 97,240 SH SOLE 97,240 0 0
FLEX LTD ORD Y2573F102 130,359,708 804,342 SH SOLE 804,342 0 0
GE AEROSPACE COM NEW 369604301 115,362,976 308,680 SH SOLE 308,680 0 0
GE VERNOVA INC COM 36828A101 255,970,273 217,873 SH SOLE 217,873 0 0
HEICO CORP NEW COM 422806109 16,294,624 45,747 SH SOLE 45,747 0 0
HOWMET AEROSPACE INC COM 443201108 130,109,958 483,932 SH SOLE 483,932 0 0
INNIO NV ORDINARY SHARES N52A8C105 68,671,258 1,736,315 SH SOLE 1,736,315 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,836,828 124,504 SH SOLE 124,504 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 139,514,887 954,862 SH SOLE 954,862 0 0
LEGENCE CORP CL A 52476L109 66,446,757 779,617 SH SOLE 779,617 0 0
LEONARDO DRS INC COM 52661A108 21,615,342 506,570 SH SOLE 506,570 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 105,227,980 1,106,033 SH SOLE 1,106,033 0 0
LINDE PLC SHS G54950103 54,537,480 105,094 SH SOLE 105,094 0 0
LUMENTUM HLDGS INC COM 55024U109 137,480,089 160,222 SH SOLE 160,222 0 0
MARVELL TECHNOLOGY INC COM 573874104 51,107,498 171,565 SH SOLE 171,565 0 0
MASTERCARD INCORPORATED CL A 57636Q104 158,668,502 308,934 SH SOLE 308,934 0 0
MICRON TECHNOLOGY INC COM 595112103 115,411,686 99,985 SH SOLE 99,985 0 0
MODINE MFG CO COM 607828100 118,385,987 443,360 SH SOLE 443,360 0 0
MYR GROUP INC COM 55405W104 15,324,750 30,625 SH SOLE 30,625 0 0
NEXTERA ENERGY INC COM 65339F101 49,142,599 559,902 SH SOLE 559,902 0 0
NEXTPOWER INC CLASS A COM 65290E101 19,748,051 165,755 SH SOLE 165,755 0 0
NISOURCE INC COM 65473P105 22,026,301 463,224 SH SOLE 463,224 0 0
NOVA LTD COM M7516K103 20,068,148 36,962 SH SOLE 36,962 0 0
NVIDIA CORPORATION COM 67066G104 296,793,697 1,483,301 SH SOLE 1,483,301 0 0
ONTO INNOVATION INC COM 683344105 51,611,119 136,375 SH SOLE 136,375 0 0
POWELL INDS INC COM 739128106 34,220,593 119,502 SH SOLE 119,502 0 0
QUALCOMM INC COM 747525103 25,501,020 138,000 SH Call SOLE 0 0 0
QUALCOMM INC COM 747525103 20,394,348 110,365 SH SOLE 110,365 0 0
QUANTA SVCS INC COM 74762E102 198,930,491 276,277 SH SOLE 276,277 0 0
REDDIT INC CL A 75734B100 12,903,764 74,339 SH SOLE 74,339 0 0
RTX CORPORATION COM 75513E101 102,771,998 541,675 SH SOLE 541,675 0 0
SANDISK CORP COM 80004C200 13,571,894 5,969 SH SOLE 5,969 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 23,707,588 267,580 SH SOLE 267,580 0 0
TARGA RES CORP COM 87612G101 11,763,302 43,870 SH SOLE 43,870 0 0
TERADYNE INC COM 880770102 24,419,889 50,471 SH SOLE 50,471 0 0
TESLA INC COM 88160R101 112,931,100 268,500 SH Call SOLE 0 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 113,081,665 561,729 SH SOLE 561,729 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 14,733,979 56,530 SH SOLE 56,530 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 6,521,077 64,020 SH SOLE 64,020 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 26,171,967 183,547 SH SOLE 183,547 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 13,081,417 39,070 SH SOLE 39,070 0 0
VIAVI SOLUTIONS INC COM 925550105 6,196,804 129,776 SH SOLE 129,776 0 0
WILLIAMS COS INC COM 969457100 91,042,191 1,224,673 SH SOLE 1,224,673 0 0
WOODWARD INC COM 980745103 97,923,525 230,170 SH SOLE 230,170 0 0