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
AMER SPORTS INC COM SHS G0260P102 1,438,098 42,497 SH SOLE 42,497 0 0
APA CORPORATION COM 03743Q108 267,074 8,200 SH SOLE 8,200 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 54,060 1,700 SH SOLE 1,700 0 0
BRP INC COM SUN VTG 05577W200 360,360 5,900 SH SOLE 5,900 0 0
CF INDUSTRIES HOLD COM 125269100 292,302 2,700 SH SOLE 2,700 0 0
CLEAR SECURE INC COM CL A 18467V109 1,049,396 18,830 SH SOLE 18,830 0 0
CONOCOPHILLIPS COM 20825C104 280,692 2,700 SH SOLE 2,700 0 0
DOLLAR TREE INC COM 256746108 4,922,665 40,700 SH SOLE 40,700 0 0
DOW HLDGS INC COM 260557103 46,512 1,700 SH SOLE 1,700 0 0
EOG RES INC COM 26875P101 298,379 2,300 SH SOLE 2,300 0 0
EXXON MOBIL CORP COM 30231G102 273,440 2,000 SH SOLE 2,000 0 0
FAIR ISAAC CORP COM 303250104 3,894,983 3,260 SH SOLE 3,260 0 0
FORD MTR CO COM 345370860 1,438,650 103,500 SH SOLE 103,500 0 0
GENERAL MILLS INC COM 370334104 4,057,680 116,600 SH SOLE 116,600 0 0
HASBRO INC COM 418056107 1,003,964 12,156 SH SOLE 12,156 0 0
HONEYWELL AEROSPACE INC COM 43849R105 895,374 4,050 SH SOLE 4,050 0 0
HONEYWELL INTL INC COM 438516205 906,795 4,050 SH SOLE 4,050 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 63,330 86 SH SOLE 86 0 0
JETBLUE AIRWAYS CORP COM 477143101 3,514,484 613,348 SH SOLE 613,348 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 247,455 4,700 SH SOLE 4,700 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 62,152 13,140 SH SOLE 13,140 0 0
MAPLEBEAR INC COM 565394103 705,515 14,900 SH SOLE 14,900 0 0
MARATHON PETE CORP COM 56585A102 639,175 2,500 SH SOLE 2,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,032,787 7,852 SH SOLE 7,852 0 0
MONDELEZ INTL INC CL A 609207105 2,816,924 48,702 SH SOLE 48,702 0 0
NUCOR CORP COM 670346105 735,075 3,300 SH SOLE 3,300 0 0
OCCIDENTAL PETE CORP COM 674599105 262,278 5,400 SH SOLE 5,400 0 0
OPEN TEXT CORP COM 683715106 1,406,525 63,500 SH SOLE 63,500 0 0
PHILLIPS 66 COM 718546104 287,385 1,700 SH SOLE 1,700 0 0
PLANET FITNESS MASTER ISSUER CL A 72703H101 2,885,001 55,300 SH SOLE 55,300 0 0
ROLLINS INC COM 775711104 1,047,674 25,100 SH SOLE 25,100 0 0
SHARKNINJA INC COM SHS G8068L108 776,577 5,100 SH SOLE 5,100 0 0
BOEING CO COM 097023105 4,199,518 19,400 SH SOLE 19,400 0 0
HERSHEY CO COM 427866108 2,403,665 13,700 SH SOLE 13,700 0 0
T-MOBILE US INC COM 872590104 1,375,386 8,200 SH SOLE 8,200 0 0
TRANSDIGM GROUP INC COM 893641100 5,101,713 3,830 SH SOLE 3,830 0 0
UNITED AIRLS HLDGS INC COM 910047109 81,594 600 SH SOLE 600 0 0
VALERO ENERGY CORP COM 91913Y100 677,144 2,600 SH SOLE 2,600 0 0
VISA INC COM CL A 92826C839 4,851,979 14,142 SH SOLE 14,142 0 0
WASTE CONNECTIONS INC COM 94106B101 5,526,107 33,152 SH SOLE 33,152 0 0