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
ADVANCE AUTO PARTS INC COM 00751Y106 350,299 5,630 SH SOLE 5,630 0 0
ADVANCED MICRO DEVICES INC COM 007903107 31,044,992 53,442 SH SOLE 53,442 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,046,479 208,861 SH SOLE 208,861 0 0
ALMONTY INDS INC COM NEW 020398707 1,028,376 62,100 SH SOLE 62,100 0 0
ALPHABET INC CAP STK CL C 02079K107 136,846,829 387,306 SH SOLE 387,306 0 0
AMAZON COM INC COM 023135106 139,655,323 585,950 SH SOLE 585,950 0 0
AMER SPORTS INC COM SHS G0260P102 11,634,260 343,802 SH SOLE 343,802 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 7,715,818 94,661 SH SOLE 94,661 0 0
ATI INC COM 01741R102 17,859,625 90,612 SH SOLE 90,612 0 0
ATLASSIAN CORPORATION CL A 049468101 25,103,689 322,711 SH SOLE 322,711 0 0
BIONTECH SE SPONSORED ADS 09075V102 14,280,011 153,466 SH SOLE 153,466 0 0
BWX TECHNOLOGIES INC COM 05605H100 12,606,702 64,766 SH SOLE 64,766 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 19,223,819 31,165 SH SOLE 31,165 0 0
CATERPILLAR INC COM 149123101 7,091,169 6,659 SH SOLE 6,659 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 8,555,131 38,711 SH SOLE 38,711 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 75,051,533 1,198,332 SH SOLE 1,198,332 0 0
COHERENT CORP COM 19247G107 84,400,801 213,960 SH SOLE 213,960 0 0
COMFORT SYS USA INC COM 199908104 16,454,149 8,302 SH SOLE 8,302 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 22,301,605 23,840 SH SOLE 23,840 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,730,038 2,267 SH SOLE 2,267 0 0
DATADOG INC CL A COM 23804L103 18,757,376 72,044 SH SOLE 72,044 0 0
DEFINIUM THERAPEUTICS INC COM SHS 24477V105 4,473,504 95,100 SH SOLE 95,100 0 0
DICKS SPORTING GOODS INC COM 253393102 5,971,680 26,329 SH SOLE 26,329 0 0
DUTCH BROS INC CL A 26701L100 14,207,465 197,848 SH SOLE 197,848 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 236,221 1,092 SH SOLE 1,092 0 0
FORD MTR CO DEL COM 345370860 12,098,268 870,379 SH SOLE 870,379 0 0
FORTINET INC COM 34959E109 986,548 6,422 SH SOLE 6,422 0 0
FRONTLINE PLC COM M46528101 65,195,869 1,873,983 SH SOLE 1,873,983 0 0
FTAI AVIATION LTD SHS G3730V105 7,941,408 29,355 SH SOLE 29,355 0 0
GILEAD SCIENCES INC COM 375558103 9,490,155 75,116 SH SOLE 75,116 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 455,207 10,911 SH SOLE 10,911 0 0
HASBRO INC COM 418056107 286,092 3,464 SH SOLE 3,464 0 0
HESAI GROUP SPONSORED ADS 428050108 457,869 25,130 SH SOLE 25,130 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 5,057,690 15,305 SH SOLE 15,305 0 0
HYATT HOTELS CORP COM CL A 448579102 6,323,061 32,620 SH SOLE 32,620 0 0
IES HOLDINGS INC COM 44951W106 2,098,189 2,856 SH SOLE 2,856 0 0
INTEL CORP COM 458140100 4,928,939 35,300 SH SOLE 35,300 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 25,777,592 296,158 SH SOLE 296,158 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100 1,038,142 48,534 SH SOLE 48,534 0 0
JOHNSON & JOHNSON COM 478160104 7,615,798 29,987 SH SOLE 29,987 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 9,237,523 97,094 SH SOLE 97,094 0 0
LITHIUM ARGENTINA AG COM SHS H5012F103 3,333,496 403,083 SH SOLE 403,083 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 14,371,388 78,485 SH SOLE 78,485 0 0
LUMENTUM HLDGS INC COM 55024U109 75,960,620 88,526 SH SOLE 88,526 0 0
MARRIOTT INTL INC NEW CL A 571903202 24,556,776 66,264 SH SOLE 66,264 0 0
MARVELL TECHNOLOGY INC COM 573874104 63,728,501 213,933 SH SOLE 213,933 0 0
MATERION CORP COM 576690101 1,625,236 5,465 SH SOLE 5,465 0 0
MICRON TECHNOLOGY INC COM 595112103 692,574 600 SH SOLE 600 0 0
MICROSOFT CORP COM 594918104 49,070,781 131,550 SH SOLE 131,550 0 0
MODINE MFG CO COM 607828100 9,360,119 35,054 SH SOLE 35,054 0 0
MONGODB INC CL A 60937P106 749,393 2,231 SH SOLE 2,231 0 0
MOOG INC CL A 615394202 41,551,154 98,035 SH SOLE 98,035 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 874,630 3,167 SH SOLE 3,167 0 0
NETEASE INC SPONSORED ADS 64110W102 595,210 4,645 SH SOLE 4,645 0 0
NVENT ELECTRIC PLC SHS G6700G107 5,860,026 34,550 SH SOLE 34,550 0 0
NVIDIA CORPORATION COM 67066G104 25,543,489 127,660 SH SOLE 127,660 0 0
OKTA INC CL A 679295105 18,009,217 131,984 SH SOLE 131,984 0 0
ORACLE CORP COM 68389X105 6,096,920 41,603 SH SOLE 41,603 0 0
PALO ALTO NETWORKS INC COM 697435105 2,020,885 5,926 SH SOLE 5,926 0 0
PRIMORIS SVCS CORP COM 74164F103 5,180,309 52,263 SH SOLE 52,263 0 0
ROBINHOOD MKTS INC COM CL A 770700102 7,631,308 76,100 SH SOLE 76,100 0 0
ROBLOX CORP CL A 771049103 16,603,410 305,322 SH SOLE 305,322 0 0
ROSS STORES INC COM 778296103 33,298,254 156,440 SH SOLE 156,440 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 13,147,012 41,404 SH SOLE 41,404 0 0
RTX CORPORATION COM 75513E101 2,466,490 13,000 SH SOLE 13,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 12,871,278 185,840 SH SOLE 185,840 0 0
SEA LTD SPONSORD ADS 81141R100 20,231,917 211,123 SH SOLE 211,123 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 181,989,350 188,590 SH SOLE 188,590 0 0
SIGMA LITHIUM CORPORATION COM 826599102 16,491,489 1,303,675 SH SOLE 1,303,675 0 0
SNOWFLAKE INC COM SHS 833445109 19,498,009 76,613 SH SOLE 76,613 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 54,245,748 724,339 SH SOLE 724,339 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,353,943 4,929 SH SOLE 4,929 0 0
TAPESTRY INC COM 876030107 5,933,221 40,533 SH SOLE 40,533 0 0
TARGET CORP COM 87612E106 365,186 2,796 SH SOLE 2,796 0 0
TEXAS INSTRS INC COM 882508104 2,116,297 7,100 SH SOLE 7,100 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 2,094,323 428,287 SH SOLE 428,287 0 0
TWIST BIOSCIENCE CORP COM 90184D100 4,704,702 45,730 SH SOLE 45,730 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 4,550,390 60,310 SH SOLE 60,310 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 15,390,001 45,965 SH SOLE 45,965 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 439,614 4,200 SH SOLE 4,200 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 50,197,069 933,378 SH SOLE 933,378 0 0
WESTERN DIGITAL CORP COM 958102105 187,941,444 294,247 SH SOLE 294,247 0 0
WILLIAMS COS INC COM 969457100 5,248,478 70,601 SH SOLE 70,601 0 0
X-ENERGY INC COM CL A 98386P102 3,201,562 174,377 SH SOLE 174,377 0 0