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
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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 16,509,713 122,267 SH SOLE 122,267 0 0
Alphabet Inc CAP STK CL A 02079K305 136,859,487 382,963 SH SOLE 382,963 0 0
Apollo Global Management Inc COM 03769M106 22,628,917 191,268 SH SOLE 191,268 0 0
Applied Materials Inc COM 038222105 433,465,974 599,538 SH SOLE 599,538 0 0
AppLovin Corp COM CL A 03831W108 84,340,060 163,694 SH SOLE 163,694 0 0
Ares Management Corp CL A COM STK 03990B101 21,667,271 194,657 SH SOLE 194,657 0 0
Broadcom Inc COM 11135F101 200,388,065 530,478 SH SOLE 530,478 0 0
Danaher Corp COM 235851102 17,507,588 91,913 SH SOLE 91,913 0 0
Eli Lilly & Co COM 532457108 107,930,709 89,985 SH SOLE 89,985 0 0
Fair Isaac Corp COM 303250104 37,808,813 31,645 SH SOLE 31,645 0 0
Honeywell Aerospace Inc COM 43849R105 73,411,383 332,058 SH SOLE 332,058 0 0
Honeywell International Inc COM 438516205 73,851,176 329,840 SH SOLE 329,840 0 0
Interactive Brokers Group Inc COM CL A 45841N107 58,278,676 669,562 SH SOLE 669,562 0 0
Lam Research Corp COM NEW 512807306 440,705,710 1,017,021 SH SOLE 1,017,021 0 0
Lumentum Holdings Inc COM 55024U109 158,757,403 185,019 SH SOLE 185,019 0 0
Modine Manufacturing Co COM 607828100 123,746,948 463,437 SH SOLE 463,437 0 0
Motorola Solutions Inc COM NEW 620076307 59,467,036 143,194 SH SOLE 143,194 0 0
Newmont Corp COM 651639106 73,624,698 788,273 SH SOLE 788,273 0 0
NVIDIA Corp COM 67066G104 325,032,199 1,624,430 SH SOLE 1,624,430 0 0
QXO Inc COM NEW 82846H405 83,185,972 4,814,003 SH SOLE 4,814,003 0 0
Repligen Corp COM 759916109 24,337,758 178,377 SH SOLE 178,377 0 0
Sandisk Corp/DE COM 80004C200 222,036,556 97,653 SH SOLE 97,653 0 0
Charles Schwab Corp/The COM 808513105 31,593,063 342,398 SH SOLE 342,398 0 0
Seagate Technology Holdings PL ORD SHS G7997R103 105,399,230 109,222 SH SOLE 109,222 0 0
Uber Technologies Inc COM 90353T100 42,871,050 594,111 SH SOLE 594,111 0 0
Vertiv Holdings Co COM CL A 92537N108 140,796,832 420,515 SH SOLE 420,515 0 0
Waste Management Inc COM 94106L109 35,152,856 157,721 SH SOLE 157,721 0 0