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
AGI INC COM SHS CL A G0118C105 195,649 27,634 SH SOLE 27,634 0 0
ALMONTY INDS INC COM NEW 020398707 1,829,267 110,463 SH SOLE 110,463 0 0
APPLIED MATLS INC COM 038222105 11,972,880 16,560 SH SOLE 16,560 0 0
ADVANCED MICRO DEVICES INC COM 007903107 16,034,278 27,602 SH SOLE 27,602 0 0
AMER SPORTS INC COM SHS G0260P102 5,604,344 165,613 SH SOLE 165,613 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 7,008,589 441,625 SH SOLE 441,625 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 5,115,210 82,824 SH SOLE 82,824 0 0
CATERPILLAR INC COM 149123101 11,756,496 11,040 SH SOLE 11,040 0 0
CIENA CORP COM NEW 171779309 6,776,105 13,813 SH SOLE 13,813 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 1,501,164 5,520 SH SOLE 5,520 0 0
CURTISS WRIGHT CORP COM 231561101 12,553,052 16,566 SH SOLE 16,566 0 0
DATADOG INC CL A COM 23804L103 14,378,641 55,226 SH SOLE 55,226 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 8,671,511 55,222 SH SOLE 55,222 0 0
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 1,354,105 27,601 SH SOLE 27,601 0 0
BRINKER INTL INC COM 109641100 3,709,608 22,081 SH SOLE 22,081 0 0
ENLIGHT RENEWABLE ENERGY LTD SHS M4056D110 4,915,862 55,222 SH SOLE 55,222 0 0
FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF 33736G106 9,656,144 386,555 SH SOLE 386,555 0 0
COMFORT SYS USA INC COM 199908104 13,683,383 6,904 SH SOLE 6,904 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 12,335,229 220,824 SH SOLE 220,824 0 0
CORNING INC COM 219350105 17,628,246 69,014 SH SOLE 69,014 0 0
GENERAC HLDGS INC COM 368736104 24,246,132 82,805 SH SOLE 82,805 0 0
HUT 8 CORP COM 44812J104 12,752,401 110,463 SH SOLE 110,463 0 0
HUNT J B TRANS SVCS INC COM 445658107 7,988,557 27,601 SH SOLE 27,601 0 0
MKS INC. COM 55306N104 12,276,480 27,600 SH SOLE 27,600 0 0
SOLV ENERGY INC COM SHS CL A 78475V103 7,520,011 220,852 SH SOLE 220,852 0 0
NEXTPOWER INC CLASS A COM 65290E101 8,226,617 69,050 SH SOLE 69,050 0 0
PARKER-HANNIFIN CORP COM 701094104 16,197,667 16,560 SH SOLE 16,560 0 0
HYPERLIQUID STRATEGIES INC COM 44916Y106 6,516,738 828,048 SH SOLE 828,048 0 0
ROBLOX CORP CL A 771049103 9,007,394 165,638 SH SOLE 165,638 0 0
ROSS STORES INC COM 778296103 8,813,054 41,405 SH SOLE 41,405 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 8,889,382 110,482 SH SOLE 110,482 0 0
SK TELECOM CO LTD SPONSORED ADR 78440P306 2,665,421 82,880 SH SOLE 82,880 0 0
SHARKNINJA INC COM SHS G8068L108 14,710,957 96,611 SH SOLE 96,611 0 0
TIMKEN CO COM 887389104 16,049,867 110,445 SH SOLE 110,445 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 11,812,583 82,843 SH SOLE 82,843 0 0