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
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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
SK hynix Inc AMERICAN DEPOSIT 78392B206 217,837,849 1,182,937 SH SOLE 1,182,937 0 0
Albemarle Corp COM 012653101 12,933,403 122,267 SH SOLE 122,267 0 0
Alphabet Inc CAP STK CL A 02079K305 59,412,638 172,671 SH SOLE 172,671 0 0
Amazon.com Inc COM 023135106 55,256,985 221,782 SH SOLE 221,782 0 0
Applied Materials Inc COM 038222105 397,246,121 776,812 SH SOLE 776,812 0 0
Broadcom Inc COM 11135F101 188,162,334 535,785 SH SOLE 535,785 0 0
Danaher Corp COM 235851102 19,657,467 88,727 SH SOLE 88,727 0 0
Eli Lilly & Co COM 532457108 81,229,330 70,202 SH SOLE 70,202 0 0
Forgent Power Solutions Inc COM SHS CL A 34631F102 35,128,155 938,252 SH SOLE 938,252 0 0
Interactive Brokers Group Inc COM CL A 45841N107 73,262,171 857,670 SH SOLE 857,670 0 0
Lam Research Corp COM NEW 512807306 398,150,178 1,211,988 SH SOLE 1,211,988 0 0
Lumentum Holdings Inc COM 55024U109 301,169,272 310,081 SH SOLE 310,081 0 0
Marathon Petroleum Corp COM 56585A102 131,725,474 333,128 SH SOLE 333,128 0 0
Meta Platforms Inc CL A 30303M102 152,035,437 209,652 SH SOLE 209,652 0 0
Modine Manufacturing Co COM 607828100 174,885,779 1,014,690 SH SOLE 1,014,690 0 0
Motorola Solutions Inc COM NEW 620076307 39,778,740 89,196 SH SOLE 89,196 0 0
Newmont Corp COM 651639106 47,131,038 408,627 SH SOLE 408,627 0 0
NVIDIA Corp COM 67066G104 198,114,169 867,476 SH SOLE 867,476 0 0
QXO Inc COM NEW 82846H405 27,653,128 2,365,537 SH SOLE 2,365,537 0 0
Repligen Corp COM 759916109 28,105,948 146,210 SH SOLE 146,210 0 0
Sandisk Corp/DE COM 80004C200 196,353,546 112,854 SH SOLE 112,854 0 0
Charles Schwab Corp/The COM 808513105 33,465,981 342,398 SH SOLE 342,398 0 0
Seagate Technology Holdings PL ORD SHS G7997R103 175,850,577 190,657 SH SOLE 190,657 0 0
Vertiv Holdings Co COM CL A 92537N108 166,423,302 689,666 SH SOLE 689,666 0 0