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
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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
APPLIED DIGITAL CORP COM NEW 038169207 3,011,157 123,560 SH SOLE 123,560 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 12,455,825 280,158 SH SOLE 280,158 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 5,462,185 3,015 SH SOLE 3,015 0 0
BOEING CO COM 097023105 12,021,807 64,616 SH SOLE 64,616 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 10,644,053 125,077 SH SOLE 125,077 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 17,347,450 463,340 SH SOLE 463,340 0 0
GE AEROSPACE COM NEW 369604301 9,915,208 31,750 SH SOLE 31,750 0 0
HOWMET AEROSPACE INC COM 443201108 18,065,223 79,871 SH SOLE 79,871 0 0
HUT 8 CORP COM 44812J104 3,221,862 37,420 SH SOLE 37,420 0 0
KKR & CO INC COM 48251W104 6,926,931 75,870 SH SOLE 75,870 0 0
LUMENTUM HLDGS INC COM 55024U109 4,295,883 4,423 SH SOLE 4,423 0 0
MICROSOFT CORP COM 594918104 8,044,837 15,685 SH SOLE 15,685 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 5,003,015 21,210 SH SOLE 21,210 0 0
NOKIA CORP SPONSORED ADR 654902204 15,499,801 1,528,580 SH SOLE 1,528,580 0 0
NVIDIA CORPORATION COM 67066G104 11,987,438 52,489 SH SOLE 52,489 0 0
PALO ALTO NETWORKS INC COM 697435105 5,955,677 14,990 SH SOLE 14,990 0 0
ROCKET COS INC COM CL A 77311W101 3,773,381 327,835 SH SOLE 327,835 0 0
SANDISK CORP COM 80004C200 2,705,529 1,555 SH SOLE 1,555 0 0
SERVICENOW INC COM 81762P102 12,332,270 92,025 SH SOLE 92,025 0 0
SHERWIN WILLIAMS CO COM 824348106 7,548,355 23,350 SH SOLE 23,350 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 5,339,704 11,705 SH SOLE 11,705 0 0
TIMKEN CO COM 887389104 18,396,298 157,570 SH SOLE 157,570 0 0