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
JOHNSON CONTROLS INTERNATION SHS G51502105 5,319,886 35,788 SH SOLE 35,788 0 0
ADVANCED ENERGY INDS COM 007973100 51,136,520 181,451 SH SOLE 181,451 0 0
AMAZON COM INC COM 023135106 15,435,340 61,952 SH SOLE 61,952 0 0
AMPHENOL CORP CL A 032095101 31,932,924 378,801 SH SOLE 378,801 0 0
ANALOG DEVICES INC COM 032654105 2,282,669 5,754 SH SOLE 5,754 0 0
ANALOG DEVICES INC CALL 032654905 23,217,000 10,900 SH Call SOLE 0 0 10,900
APPLIED MATLS INC COM 038222105 11,406,330 22,305 SH SOLE 22,305 0 0
BRADY CORP CL A 104674106 290,378 3,478 SH SOLE 3,478 0 0
COMFORT SYS USA INC COM 199908104 37,832,346 22,872 SH SOLE 22,872 0 0
EMCOR GROUP INC COM 29084Q100 83,190,067 110,260 SH SOLE 110,260 0 0
FIVE BELOW INC COM 33829M101 30,224,908 137,655 SH SOLE 137,655 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 6,111,030 137,481 SH SOLE 137,481 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 16,244,445 248,500 SH SOLE 248,500 0 0
HONEYWELL AEROSPACE INC COM 43849R105 12,243,249 79,004 SH SOLE 79,004 0 0
KLA CORP COM NEW 482480100 26,638,938 136,659 SH SOLE 136,659 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,680,826 12,858 SH SOLE 12,858 0 0
LAM RESEARCH CORP COM NEW 512807306 27,878,015 84,862 SH SOLE 84,862 0 0
ELI LILLY & CO COM 532457108 25,110,950 21,702 SH SOLE 21,702 0 0
MICRON TECHNOLOGY INC COM 595112103 6,071,127 5,700 SH SOLE 5,700 0 0
NVIDIA CORPORATION COM 67066G104 36,292,322 158,912 SH SOLE 158,912 0 0
QNITY ELECTRONICS INC CALL 74743L900 6,188,000 3,400 SH Call SOLE 0 0 3,400
CHARLES SCHWAB CORP (THE) CALL 808513905 4,165,000 17,000 SH Call SOLE 0 0 17,000
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 71,521,468 156,780 SH SOLE 156,780 0 0
TEXTRON INC COM 883203101 4,940,579 64,837 SH SOLE 64,837 0 0
V F CORP COM 918204108 11,905,783 846,784 SH SOLE 846,784 0 0
WARNER BROS DISCOVERY INC PUT 934423954 208 20,890 SH Put SOLE 0 0 20,890
WARNER BROS DISCOVERY INC COM SER A 934423104 6,143,698 198,504 SH SOLE 198,504 0 0
WASTE CONNECTIONS INC COM 94106B101 5,431,881 35,288 SH SOLE 35,288 0 0