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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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
BROOKFIELD INFRASTRUCTURE PARTNERS L.P. LP INT UNIT G16252101 8,353,843 234,757 SH SOLE 234,757 0 0
ROYAL BANK CDA COM 780087102 10,849,858 54,666 SH SOLE 54,666 0 0
CN RAIL COM 136375102 3,141,758 26,398 SH SOLE 26,398 0 0
CAE INC. COM 124765108 2,968,211 123,424 SH SOLE 123,424 0 0
CANADIAN PACIFIC KANSAS CITY LTD COM 13646K108 4,464,479 52,430 SH SOLE 52,430 0 0
CELESTICA INC COM 15101Q207 10,530,476 29,147 SH SOLE 29,147 0 0
MICROSOFT COM 594918104 11,109,927 21,661 SH SOLE 21,661 0 0
FIRST SOLAR INC. COM 336433107 3,651,385 20,846 SH SOLE 20,846 0 0
AMAZON.COM INC COM 023135106 10,438,638 41,897 SH SOLE 41,897 0 0
JPMORGAN CHASE & COMPANY COM 46625H100 10,225,294 30,908 SH SOLE 30,908 0 0
ALPHABET INC. CL-A CAP STK CL A 02079K305 16,794,545 48,810 SH SOLE 48,810 0 0
ADVANCED MICRO DEVICE LTD. COM 007903107 18,158,872 29,683 SH SOLE 29,683 0 0
VERTIV HOLDING COM CL A 92537N108 4,662,592 19,322 SH SOLE 19,322 0 0
EATON CORP PLC SHS G29183103 7,212,682 16,785 SH SOLE 16,785 0 0
BIRKENSTOCK HOLDINGS COM SHS M2029K104 3,136,769 96,784 SH SOLE 96,784 0 0
RELX PLC ADR SPONSORED ADR 759530108 1,972,584 59,451 SH SOLE 59,451 0 0
FERRARI NV COM N3167Y103 4,643,487 11,820 SH SOLE 11,820 0 0