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
ADVANCED MICRO DEVICES INC COM 007903107 30,216,034 52,015 SH SOLE 52,015 0 0
ALCON AG ORD SHS H01301128 5,253,796 78,298 SH SOLE 78,298 0 0
AMAZON COM INC COM 023135106 6,990,512 29,330 SH SOLE 29,330 0 0
AMER SPORTS INC COM SHS G0260P102 10,822,540 319,815 SH SOLE 319,815 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 482,546 28,055 SH SOLE 28,055 0 0
AMERICAN TOWER CORP COM 03027X100 9,208,664 56,298 SH SOLE 56,298 0 0
APPLIED MATLS INC COM 038222105 34,523,250 47,750 SH SOLE 47,750 0 0
ARHAUS INC COM CL A 04035M102 1,079,730 128,234 SH SOLE 128,234 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 19,806,865 9,956 SH SOLE 9,956 0 0
BLOOM ENERGY CORP COM CL A 093712107 4,592,262 15,171 SH SOLE 15,171 0 0
BOOKING HOLDINGS INC COM 09857L108 3,602,409 20,211 SH SOLE 20,211 0 0
BROADCOM INC COM 11135F101 1,421,473 3,763 SH SOLE 3,763 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 2,921,925 33,721 SH SOLE 33,721 0 0
CASEYS GEN STORES INC COM 147528103 1,942,467 2,444 SH SOLE 2,444 0 0
CATERPILLAR INC COM 149123101 34,928,720 32,800 SH SOLE 32,800 0 0
COMFORT SYS USA INC COM 199908104 1,000,885 505 SH SOLE 505 0 0
CORPAY INC COM SHS 219948106 1,927,300 5,783 SH SOLE 5,783 0 0
CREDICORP LTD COM G2519Y108 3,963,977 10,175 SH SOLE 10,175 0 0
DANAHER CORP DEL COM 235851102 5,081,054 26,675 SH SOLE 26,675 0 0
EATON CORP PLC SHS G29183103 1,752,205 4,112 SH SOLE 4,112 0 0
EIKON THERAPEUTICS INC COM 282564103 6,324,969 484,672 SH SOLE 484,672 0 0
FLEX LTD ORD Y2573F102 32,237,182 198,909 SH SOLE 198,909 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 232,154 4,156 SH SOLE 4,156 0 0
GE VERNOVA INC COM 36828A101 10,374,014 8,830 SH SOLE 8,830 0 0
GENERAC HLDGS INC COM 368736104 7,637,363 26,083 SH SOLE 26,083 0 0
GODADDY INC CL A 380237107 1,360,117 16,024 SH SOLE 16,024 0 0
HOME DEPOT INC COM 437076102 2,812,976 7,976 SH SOLE 7,976 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,054,213 16,686 SH SOLE 16,686 0 0
ISHARES INC MSCI STH KOR ETF 464286772 42,840,757 212,188 SH SOLE 212,188 0 0
ISHARES TR CORE S&P500 ETF 464287200 490,523 655 SH SOLE 655 0 0
ISHARES TR CORE UNIVRSL USD 46434V613 297,021 6,436 SH SOLE 6,436 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 6,443,587 82,748 SH SOLE 82,748 0 0
LOWES COS INC COM 548661107 2,498,593 11,332 SH SOLE 11,332 0 0
META PLATFORMS INC CL A 30303M102 1,473,003 2,615 SH SOLE 2,615 0 0
MICRON TECHNOLOGY INC COM 595112103 42,454,787 36,780 SH SOLE 36,780 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,332,720 10,433 SH SOLE 10,433 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 15,244,584 55,200 SH SOLE 55,200 0 0
NEXTPOWER INC CLASS A COM 65290E101 869,960 7,302 SH SOLE 7,302 0 0
NIKE INC CL B 654106103 1,429,648 34,827 SH SOLE 34,827 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 1,670,000 125,000 SH SOLE 125,000 0 0
NVIDIA CORPORATION COM 67066G104 15,466,957 77,300 SH SOLE 77,300 0 0
ON SEMICONDUCTOR CORP COM 682189105 20,590,812 217,800 SH SOLE 217,800 0 0
PROPETRO HLDG CORP COM 74347M108 20,701,511 1,443,620 SH SOLE 1,443,620 0 0
QUANTA SVCS INC COM 74762E102 1,799,380 2,499 SH SOLE 2,499 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 33,847,435 4,630,292 SH SOLE 4,630,292 0 0
REVOLVE GROUP INC CL A 76156B107 401,033 17,520 SH SOLE 17,520 0 0
SKYWEST INC COM 830879102 2,586,454 26,039 SH SOLE 26,039 0 0
STARBUCKS CORP COM 855244109 2,741,451 26,827 SH SOLE 26,827 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 37,455,815 78,430 SH SOLE 78,430 0 0
TAPESTRY INC COM 876030107 1,313,761 8,975 SH SOLE 8,975 0 0
TERAWULF INC COM 88080T104 18,818,609 761,887 SH SOLE 761,887 0 0
TEXAS INSTRS INC COM 882508104 6,795,996 22,800 SH SOLE 22,800 0 0
TJX COS INC NEW COM 872540109 717,353 4,735 SH SOLE 4,735 0 0
UNION PAC CORP COM 907818108 2,598,960 9,555 SH SOLE 9,555 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 20,135,823 30,700 SH SOLE 30,700 0 0
VERISIGN INC COM 92343E102 2,411,706 9,587 SH SOLE 9,587 0 0
VISA INC COM CL A 92826C839 5,252,022 15,308 SH SOLE 15,308 0 0
WINGSTOP INC COM 974155103 1,047,396 6,040 SH SOLE 6,040 0 0