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
AIRJOULE TECHNOLOGIES CORP CL A 612160101 12,634,530 2,280,601 SH SOLE 2,280,601 0 0
ALPHABET INC CAP STK CL A 02079K305 7,183,137 20,100 SH SOLE 20,100 0 0
AMAZON COM INC COM 023135106 28,910,642 121,300 SH SOLE 121,300 0 0
ANTERO RESOURCES CORP COM 03674X106 7,494,273 213,269 SH SOLE 213,269 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 23,873,280 12,000 SH SOLE 12,000 0 0
ECHOSTAR CORP CL A 278768106 42,833,000 422,000 SH SOLE 422,000 0 0
EXPAND ENERGY CORPORATION COM 165167735 6,355,943 69,700 SH SOLE 69,700 0 0
FLOWSERVE CORP COM 34354P105 9,270,000 125,000 SH SOLE 125,000 0 0
GENERAC HLDGS INC COM 368736104 9,369,920 32,000 SH SOLE 32,000 0 0
MICROSOFT CORP COM 594918104 25,216,152 67,600 SH SOLE 67,600 0 0
QXO INC COM NEW 82846H405 13,737,600 795,000 SH SOLE 795,000 0 0
TRANSDIGM GROUP INC COM 893641100 8,258,648 6,200 SH SOLE 6,200 0 0
VALMONT INDS INC COM 920253101 19,060,800 33,000 SH SOLE 33,000 0 0
VERSIGENT PLC ORDINARY SHARES G9600F104 7,246,011 172,483 SH SOLE 172,483 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,616,056 10,800 SH SOLE 10,800 0 0