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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
GOLDMAN SACHS GROUP INC COM 38141G104   146,018 255,000 SH   SOLE   255,000 0 0
MICROSOFT CORP COM 594918104   68,409 162,300 SH   SOLE   162,300 0 0
VISA INC CL A 92826C839   63,208 200,000 SH   SOLE   200,000 0 0
AMAZON COM INC COM 023135106   62,263 283,800 SH   SOLE   283,800 0 0
FERRARI N V COM N3167Y103   60,200 141,700 SH   SOLE   141,700 0 0
NVIDIA CORPORATION COM 67066G104   49,083 365,500 SH   SOLE   365,500 0 0
CITIGROUP INC COM 172967424   46,704 663,500 SH   SOLE   663,500 0 0
NETFLIX INC COM 64110L106   37,614 42,200 SH   SOLE   42,200 0 0
MOTOROLA SOLUTIONS INC COM 620076307   36,747 79,500 SH   SOLE   79,500 0 0
EMERSON ELEC CO COM 291011104   34,217 276,100 SH   SOLE   276,100 0 0
AMERICAN EXPRESS CO COM 025816109   34,190 115,200 SH   SOLE   115,200 0 0
BROADCOM INC COM 11135F101   32,921 142,000 SH   SOLE   142,000 0 0
ARM Holdings PLC COM 042068205   30,211 244,900 SH   SOLE   244,900 0 0
SEAGATE TECHNOLOGY HLDNGS PL COM G7997R103   28,612 331,500 SH   SOLE   331,500 0 0
WALMART INC COM 931142103   27,683 306,400 SH   SOLE   306,400 0 0
APPLIED MATLS INC COM 038222105   27,663 170,100 SH   SOLE   170,100 0 0
HDFC BANK LTD SPONSORED ADR 40415F101   27,588 432,000 SH   SOLE   432,000 0 0
TETRA TECH INC NEW COM 88162G103   27,251 684,000 SH   SOLE   684,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   26,532 51,000 SH   SOLE   51,000 0 0
CISCO SYS INC COM 17275R102   26,344 445,000 SH   SOLE   445,000 0 0
HERSHEY CO COM 427866108   26,080 154,000 SH   SOLE   154,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   25,636 425,000 SH   SOLE   425,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   25,018 228,000 SH   SOLE   228,000 0 0
SYNOPSYS INC COM 871607107   23,783 49,000 SH   SOLE   49,000 0 0
QUALCOMM INC COM 747525103   23,043 150,000 SH   SOLE   150,000 0 0
META PLATFORMS INC CL A 30303M102   21,957 37,500 SH   SOLE   37,500 0 0
COSTCO WHSL CORP NEW COM 22160K105   21,624 23,600 SH   SOLE   23,600 0 0
LULULEMON ATHLETICA INC COM 550021109   21,224 55,500 SH   SOLE   55,500 0 0
CROCS INC COM 227046109   21,052 192,200 SH   SOLE   192,200 0 0
LILLY ELI & CO COM 532457108   20,844 27,000 SH   SOLE   27,000 0 0
PALO ALTO NETWORKS INC COM 697435105   19,688 108,200 SH   SOLE   108,200 0 0
SPOTIFY TECHNOLOGY S A COM L8681T102   19,685 44,000 SH   SOLE   44,000 0 0
JOBY AVIATION INC COM G65163100   19,553 2,405,000 SH   SOLE   2,405,000 0 0
MONGODB INC COM 60937P106   19,090 82,000 SH   SOLE   82,000 0 0
NEXTERA ENERGY INC COM 65339F101   18,998 265,000 SH   SOLE   265,000 0 0
BLACKSTONE INC COM 09260D107   18,277 106,000 SH   SOLE   106,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   18,052 156,000 SH   SOLE   156,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   17,346 56,215 SH   SOLE   56,215 0 0
DELL TECHNOLOGIES INC CL C 24703L202   17,286 150,000 SH   SOLE   150,000 0 0
DARLING INGREDIENTS INC COM 237266101   16,845 500,000 SH   SOLE   500,000 0 0
DISNEY WALT CO COM 254687106   16,636 149,400 SH   SOLE   149,400 0 0
APPLE INC COM 037833100   16,152 64,500 SH   SOLE   64,500 0 0
MAKEMYTRIP LIMITED MAURITIUS COM V5633W109   15,158 135,000 SH   SOLE   135,000 0 0
XYLEM INC COM 98419M100   14,027 120,900 SH   SOLE   120,900 0 0
CAMECO CORP COM 13321L108   13,875 270,000 SH   SOLE   270,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   13,327 99,200 SH   SOLE   99,200 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101   13,160 145,000 SH   SOLE   145,000 0 0
HOULIHAN LOKEY INC CL A 441593100   12,747 73,400 SH   SOLE   73,400 0 0
KURA SUSHI USA INC CL A 501270102   12,591 139,000 SH   SOLE   139,000 0 0
ARISTA NETWORKS INC COM 040413106   12,158 110,000 SH   SOLE   110,000 0 0
EVERCORE INC CL A 29977A105   11,919 43,000 SH   SOLE   43,000 0 0
ARES MANAGEMENT CORPORATION CL A 03990B101   11,826 66,800 SH   SOLE   66,800 0 0
LOCKHEED MARTIN CORP COM 539830109   11,760 24,200 SH   SOLE   24,200 0 0
D R HORTON INC COM 23331A109   11,605 83,000 SH   SOLE   83,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   11,526 129,000 SH   SOLE   129,000 0 0
GLOBALFOUNDRIES INC COM G39387108   11,285 263,000 SH   SOLE   263,000 0 0
BK OF AMERICA CORP COM 060505104   10,988 250,000 SH   SOLE   250,000 0 0
MICRON TECHNOLOGY INC COM 595112103   10,857 129,000 SH   SOLE   129,000 0 0
SERVICE CORP INTL COM 817565104   10,776 135,000 SH   SOLE   135,000 0 0
Lazard Inc. COM 52110M109   10,553 205,000 SH   SOLE   205,000 0 0
ALPHABET INC CL C 02079K107   10,474 55,000 SH   SOLE   55,000 0 0
KEYCORP COM 493267108   10,284 600,000 SH   SOLE   600,000 0 0
TRANSDIGM GROUP INC COM 893641100   10,265 8,100 SH   SOLE   8,100 0 0
SERVICENOW INC COM 81762P102   10,071 9,500 SH   SOLE   9,500 0 0
NIKE INC CL B 654106103   9,837 130,000 SH   SOLE   130,000 0 0
INSPIRE MED SYS INC COM 457730109   9,714 52,400 SH   SOLE   52,400 0 0
SALESFORCE COM INC COM 79466L302   9,696 29,000 SH   SOLE   29,000 0 0
MEDPACE HLDGS INC COM 58506Q109   9,668 29,101 SH   SOLE   29,101 0 0
EATON CORP PLC COM G29183103   9,624 29,000 SH   SOLE   29,000 0 0
TJX COS INC NEW COM 872540109   9,496 78,600 SH   SOLE   78,600 0 0
ON SEMICONDUCTOR CORP COM 682189105   9,426 149,500 SH   SOLE   149,500 0 0
BORGWARNER INC COM 099724106   9,127 287,100 SH   SOLE   287,100 0 0
PEABODY ENGR CORP COM 704551100   8,366 399,500 SH   SOLE   399,500 0 0
NUTANIX INC CL A 67059N108   8,076 132,000 SH   SOLE   132,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   7,843 37,300 SH   SOLE   37,300 0 0
AKERO THERAPEUTICS INC COM 00973Y108   7,678 276,000 SH   SOLE   276,000 0 0
LEIDOS HOLDINGS INC COM 525327102   6,915 48,000 SH   SOLE   48,000 0 0
LAMB WESTON HLDGS INC COM 513272104   6,683 100,000 SH   SOLE   100,000 0 0
DANAHER CORPORATION COM 235851102   6,313 27,500 SH   SOLE   27,500 0 0
BLACKLINE INC COM 09239B109   6,076 100,000 SH   SOLE   100,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   5,978 280,000 SH   SOLE   280,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   5,732 100,000 SH   SOLE   100,000 0 0
INTEL CORP COM 458140100   5,554 277,000 SH   SOLE   277,000 0 0
AMPHENOL CORP NEW COM 032095101   5,535 79,700 SH   SOLE   79,700 0 0
BOEING CO COM 097023105   4,673 26,400 SH   SOLE   26,400 0 0
GENERAC HLDGS INC COM 368736104   4,652 30,000 SH   SOLE   30,000 0 0
HCA HEALTHCARE INC COM 40412C101   4,502 15,000 SH   SOLE   15,000 0 0
CHART INDS INC COM 16115Q308   4,294 22,500 SH   SOLE   22,500 0 0
SKECHERS U S A INC CL A 830566105   4,034 60,000 SH   SOLE   60,000 0 0
HUMANA INC COM 444859102   3,806 15,000 SH   SOLE   15,000 0 0
ESAB Corp. COM 29605J106   3,738 31,166 SH   SOLE   31,166 0 0
ANTHEM INC COM 036752103   3,689 10,000 SH   SOLE   10,000 0 0
CASEYS GEN STORES INC COM 147528103   3,408 8,600 SH   SOLE   8,600 0 0
BRUKER CORP COM 116794108   2,931 50,000 SH   SOLE   50,000 0 0
MCDONALDS CORP COM 580135101   2,058 7,100 SH   SOLE   7,100 0 0
ALCOA CORP COM 013872106   2,002 53,000 SH   SOLE   53,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102   848 10,000 SH   SOLE   10,000 0 0