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
AAON INC COM PAR $0.004 000360206 25,164,076 198,361 SH SOLE 198,361 0 0
ACM RESH INC COM CL A 00108J109 8,954,500 70,569 SH SOLE 70,569 0 0
ADVANCED ENERGY INDS COM 007973100 24,461,018 65,602 SH SOLE 65,602 0 0
ALCOA CORP COM 013872106 1,012,402 19,417 SH SOLE 19,417 0 0
ALCON AG ORD SHS H01301128 3,785,983 56,423 SH SOLE 56,423 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,693,598 38,483 SH SOLE 38,483 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 30,871,388 443,427 SH SOLE 443,427 0 0
AMAZON COM INC COM 023135106 4,091,821 17,168 SH SOLE 17,168 0 0
AMRIZE LTD SHS H2927K103 2,543,316 47,717 SH SOLE 47,717 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,539,827 10,393 SH SOLE 10,393 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,540,864 10,400 SH Put SOLE 10,400 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 9,268,801 4,659 SH SOLE 4,659 0 0
ASTRAZENECA PLC ORD G0593M107 4,902,815 25,856 SH SOLE 25,856 0 0
BARCLAYS PLC ADR 06738E204 1,164,086 43,339 SH SOLE 43,339 0 0
BORGWARNER INC COM 099724106 3,703,858 55,781 SH SOLE 55,781 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 3,611,043 19,173 SH SOLE 19,173 0 0
CAVA GROUP INC COM 148929102 28,358,277 361,344 SH SOLE 361,344 0 0
CENTURI HOLDINGS INC COM SHS 155923105 3,653,022 120,801 SH SOLE 120,801 0 0
CLARITEV CORPORATION CL A NEW 62548M209 2,753,359 80,720 SH SOLE 80,720 0 0
COCA-COLA FEMSA SAB DE CV SPONS ADS REP 191241108 3,523,569 33,163 SH SOLE 33,163 0 0
CRH PLC ORD G25508105 7,438,640 69,520 SH SOLE 69,520 0 0
ENBRIDGE INC COM 29250N105 1,065,443 19,654 SH SOLE 19,654 0 0
EVERUS CONSTR GROUP COM 300426103 1,704,638 10,272 SH SOLE 10,272 0 0
FEDERAL SIGNAL CORP COM 313855108 27,794,443 216,316 SH SOLE 216,316 0 0
FERMI INC COM 314911108 371,319 40,537 SH SOLE 40,537 0 0
FERROVIAL NV ORD SHS N3168P101 542,705 7,910 SH SOLE 7,910 0 0
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 6,206,706 202,107 SH SOLE 202,107 0 0
FIREFLY AEROSPACE INC COM 31816X106 7,600,165 258,509 SH SOLE 258,509 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 30,285,828 510,206 SH SOLE 510,206 0 0
FLUENCE ENERGY INC COM CL A 34379V103 1,086,362 54,646 SH SOLE 54,646 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 20,157,751 360,862 SH SOLE 360,862 0 0
FREEPORT MCMORAN INC CL B 35671D857 2,839,169 45,145 SH SOLE 45,145 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 1,405,997 17,061 SH SOLE 17,061 0 0
HAYWARD HLDGS INC COM 421298100 20,163,744 1,164,861 SH SOLE 1,164,861 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 4,875,671 188,760 SH SOLE 188,760 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 24,148,016 270,566 SH SOLE 270,566 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 3,404,222 35,800 SH SOLE 35,800 0 0
ICICI BANK LIMITED ADR 45104G104 3,870,425 133,325 SH SOLE 133,325 0 0
IHEARTMEDIA INC COM CL A 45174J509 1,716,000 400,000 SH SOLE 400,000 0 0
INTERDIGITAL INC COM 45867G101 36,592,571 129,243 SH SOLE 129,243 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 27,097,476 177,154 SH SOLE 177,154 0 0
LINDE PLC SHS G54950103 32,546,360 62,717 SH DFND 0 62,717 0
MASTEC INC COM 576323109 4,084,045 9,816 SH SOLE 9,816 0 0
MEDTRONIC PLC SHS G5960L103 1,488,248 19,024 SH SOLE 19,024 0 0
MICRON TECHNOLOGY INC COM 595112103 2,683,724 2,325 SH SOLE 2,325 0 0
MICROSOFT CORP COM 594918104 3,037,502 8,143 SH SOLE 8,143 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110 29,787,250 328,198 SH DFND 0 328,198 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 27,563,699 99,807 SH DFND 0 99,807 0
NOVO-NORDISK A S ADR 670100205 3,376,846 70,439 SH SOLE 70,439 0 0
NRG ENERGY INC COM NEW 629377508 4,859,270 33,269 SH SOLE 33,269 0 0
NVIDIA CORPORATION COM 67066G104 14,178,377 70,860 SH SOLE 70,860 0 0
ORMAT TECHNOLOGIES INC COM 686688102 15,669,948 143,893 SH SOLE 143,893 0 0
OVINTIV INC COM 69047Q102 2,855,947 54,244 SH SOLE 54,244 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 15,520,665 2,626,170 SH SOLE 2,626,170 0 0
POWELL INDS INC COM 739128106 21,275,116 74,295 SH SOLE 74,295 0 0
POWER INTEGRATIONS INC COM 739276103 25,784,762 307,841 SH SOLE 307,841 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 9,792,644 400,681 SH SOLE 400,681 0 0
REGAL REXNORD CORPORATION COM 758750103 2,561,257 10,753 SH SOLE 10,753 0 0
RXO INC COMMON STOCK 74982T103 1,736,211 62,929 SH SOLE 62,929 0 0
SAP SE SPON ADR 803054204 2,996,053 19,441 SH SOLE 19,441 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 16,167,511 131,134 SH SOLE 131,134 0 0
SHARKNINJA INC COM SHS G8068L108 37,109,265 243,707 SH SOLE 243,707 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 1,862,190 188,100 SH Call SOLE 188,100 0 0
SITIME CORP COM 82982T106 25,159,668 33,746 SH SOLE 33,746 0 0
SONY GROUP CORP SPONSORED ADR 835699307 3,605,404 179,731 SH SOLE 179,731 0 0
SPX TECHNOLOGIES INC COM 78473E103 34,752,848 141,750 SH SOLE 141,750 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 86,475,966 115,800 SH Call SOLE 115,800 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 59,741,600 80,000 SH Put SOLE 80,000 0 0
STERLING INFRASTRUCTURE INC COM 859241101 36,788,309 43,829 SH SOLE 43,829 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 23,073,317 48,314 SH SOLE 48,314 0 0
TC ENERGY CORP COM 87807B107 2,512,988 37,909 SH SOLE 37,909 0 0
TD SYNNEX CORPORATION COM 87162W100 3,689,025 13,799 SH SOLE 13,799 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 10,263,858 905,901 SH SOLE 905,901 0 0
TRADEWEB MKTS INC CL A 892672106 4,950,112 49,670 SH SOLE 49,670 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 10,094,020 99,097 SH SOLE 99,097 0 0
UNILEVER PLC SPON ADR NEW 904767803 3,708,863 61,691 SH SOLE 61,691 0 0
UNITED AIRLS HLDGS INC COM 910047109 5,126,823 37,700 SH SOLE 37,700 0 0
VAIL RESORTS INC COM 91879Q109 21,911,573 160,937 SH SOLE 160,937 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 15,718,287 263,332 SH SOLE 263,332 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 10,462,010 122,377 SH SOLE 122,377 0 0
VERISIGN INC COM 92343E102 2,108,073 8,380 SH SOLE 8,380 0 0
VIASAT INC COM 92552V100 3,951,640 44,000 SH SOLE 44,000 0 0
VIAVI SOLUTIONS INC COM 925550105 30,961,100 648,400 SH SOLE 648,400 0 0
VISTRA CORP COM 92840M102 5,157,854 32,515 SH SOLE 32,515 0 0
VISTRA CORP COM 92840M102 14,276,700 90,000 SH Call SOLE 90,000 0 0
WILLIAMS COS INC COM 969457100 11,500,918 154,707 SH SOLE 154,707 0 0
YUM CHINA HLDGS INC COM 98850P109 3,621,572 88,612 SH SOLE 88,612 0 0