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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MICROSOFT CORP COM 594918104   103,320 303,400 SH   SOLE   303,400 0 0
FERRARI N V COM N3167Y103   74,213 228,200 SH   SOLE   228,200 0 0
PALO ALTO NETWORKS INC COM 697435105   71,696 280,600 SH   SOLE   280,600 0 0
ORACLE CORP COM 68389X105   56,210 472,000 SH   SOLE   472,000 0 0
AMAZON COM INC COM 023135106   54,634 419,100 SH   SOLE   419,100 0 0
NEXTERA ENERGY INC COM 65339F101   53,350 719,000 SH   SOLE   719,000 0 0
CORTEVA INC COM 22052L104   50,424 880,000 SH   SOLE   880,000 0 0
INTUIT COM 461202103   48,385 105,600 SH   SOLE   105,600 0 0
ACCENTURE PLC IRELAND CL A G1151C101   44,559 144,400 SH   SOLE   144,400 0 0
MOTOROLA SOLUTIONS INC COM 620076307   43,992 150,000 SH   SOLE   150,000 0 0
TETRA TECH INC NEW COM 88162G103   43,276 264,300 SH   SOLE   264,300 0 0
INTUITIVE SURGICAL INC COM 46120E602   41,033 120,000 SH   SOLE   120,000 0 0
CATERPILLAR INC COM 149123101   39,368 160,000 SH   SOLE   160,000 0 0
SERVICENOW INC COM 81762P102   37,090 66,000 SH   SOLE   66,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   36,796 156,900 SH   SOLE   156,900 0 0
NETFLIX INC COM 64110L106   35,680 81,000 SH   SOLE   81,000 0 0
APPLE INC COM 037833100   33,208 171,200 SH   SOLE   171,200 0 0
SENTINELONE INC CL A 81730H109   32,907 2,179,300 SH   SOLE   2,179,300 0 0
TESLA INC COM 88160R101   32,355 123,600 SH   SOLE   123,600 0 0
HERSHEY CO COM 427866108   31,437 125,900 SH   SOLE   125,900 0 0
BILL COM HLDGS INC COM 090043100   30,556 261,500 SH   SOLE   261,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   29,771 295,000 SH   SOLE   295,000 0 0
WOLFSPEED INC COM 977852102   28,757 517,300 SH   SOLE   517,300 0 0
TEXAS INSTRS INC COM 882508104   26,517 147,300 SH   SOLE   147,300 0 0
DECKERS OUTDOOR CORP COM 243537107   25,328 48,000 SH   SOLE   48,000 0 0
Mobileye Global Inc. CL A 60741F104   24,973 650,000 SH   SOLE   650,000 0 0
ASML HOLDING N V SPONSORED ADR N07059210   24,279 33,500 SH   SOLE   33,500 0 0
APPLIED MATLS INC COM 038222105   23,690 163,900 SH   SOLE   163,900 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   22,832 23,900 SH   SOLE   23,900 0 0
MANHATTAN ASSOCIATES INC COM 562750109   22,666 113,400 SH   SOLE   113,400 0 0
EMERSON ELEC CO COM 291011104   21,883 242,100 SH   SOLE   242,100 0 0
POWERSCHOOL HOLDINGS INC CL A 73939C106   21,155 1,105,300 SH   SOLE   1,105,300 0 0
MICRON TECHNOLOGY INC COM 595112103   21,079 334,000 SH   SOLE   334,000 0 0
INTEL CORP COM 458140100   20,519 613,600 SH   SOLE   613,600 0 0
MONGODB INC COM 60937P106   18,741 45,600 SH   SOLE   45,600 0 0
GENERAC HLDGS INC COM 368736104   18,731 125,600 SH   SOLE   125,600 0 0
ADVANCED MICRO DEVICES INC COM 007903107   18,590 163,200 SH   SOLE   163,200 0 0
OKTA INC CL A 679295105   17,338 250,000 SH   SOLE   250,000 0 0
DARLING INGREDIENTS INC COM 237266101   15,948 250,000 SH   SOLE   250,000 0 0
SERVICE CORP INTL COM 817565104   15,825 245,000 SH   SOLE   245,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   14,920 158,165 SH   SOLE   158,165 0 0
ROPER TECHNOLOGIES INC COM 776696106   14,664 30,500 SH   SOLE   30,500 0 0
WORKDAY INC CL A 98138H101   13,757 60,900 SH   SOLE   60,900 0 0
QUALCOMM INC COM 747525103   13,737 115,400 SH   SOLE   115,400 0 0
KINSALE CAP GROUP INC COM 49714P108   13,733 36,700 SH   SOLE   36,700 0 0
BORGWARNER INC COM 099724106   12,624 258,100 SH   SOLE   258,100 0 0
GLOBALFOUNDRIES INC COM G39387108   12,399 192,000 SH   SOLE   192,000 0 0
AMERESCO INC CL A 02361E108   12,192 250,700 SH   SOLE   250,700 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   11,528 120,000 SH   SOLE   120,000 0 0
LAMB WESTON HLDGS INC COM 513272104   11,495 100,000 SH   SOLE   100,000 0 0
EOG RES INC COM 26875P101   11,444 100,000 SH   SOLE   100,000 0 0
WILLIAMS COS INC COM 969457100   11,421 350,000 SH   SOLE   350,000 0 0
TERADYNE INC COM 880770102   11,133 100,000 SH   SOLE   100,000 0 0
CASEYS GEN STORES INC COM 147528103   11,023 45,200 SH   SOLE   45,200 0 0
OPTION CARE HEALTH INC COM 68404L201   10,579 325,600 SH   SOLE   325,600 0 0
XYLEM INC COM 98419M100   10,575 93,900 SH   SOLE   93,900 0 0
MARKEL CORP COM 570535104   10,374 7,500 SH   SOLE   7,500 0 0
CME GROUP INC CL A 12572Q105   10,191 55,000 SH   SOLE   55,000 0 0
PILGRIMS PRIDE CORP COM 72147K108   9,961 463,500 SH   SOLE   463,500 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   9,587 165,500 SH   SOLE   165,500 0 0
COOPER COS INC COM 216648402   9,356 24,400 SH   SOLE   24,400 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   9,153 62,200 SH   SOLE   62,200 0 0
DISNEY WALT CO COM 254687106   8,928 100,000 SH   SOLE   100,000 0 0
VISA INC CL A 92826C839   8,597 36,200 SH   SOLE   36,200 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   8,540 51,000 SH   SOLE   51,000 0 0
ARISTA NETWORKS INC COM 040413106   8,508 52,500 SH   SOLE   52,500 0 0
DOLLAR GEN CORP NEW COM 256677105   8,489 50,000 SH   SOLE   50,000 0 0
EXPONENT INC COM 30214U102   8,035 86,100 SH   SOLE   86,100 0 0
LEIDOS HOLDINGS INC COM 525327102   7,990 90,300 SH   SOLE   90,300 0 0
ALLEGIANT TRAVEL CO COM 01748X102   7,539 59,700 SH   SOLE   59,700 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   7,518 38,400 SH   SOLE   38,400 0 0
CHART INDS INC COM 16115Q308   7,430 46,500 SH   SOLE   46,500 0 0
LOCKHEED MARTIN CORP COM 539830109   7,412 16,100 SH   SOLE   16,100 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   7,386 75,400 SH   SOLE   75,400 0 0
BRF SA SPONSORED ADR 10552T107   7,334 3,860,000 SH   SOLE   3,860,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   6,650 55,300 SH   SOLE   55,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,522 12,500 SH   SOLE   12,500 0 0
INSPIRE MED SYS INC COM 457730109   6,493 20,000 SH   SOLE   20,000 0 0
VEEVA SYS INC CL A 922475108   6,308 31,900 SH   SOLE   31,900 0 0
PROGYNY INC COM 74340E103   6,137 156,000 SH   SOLE   156,000 0 0
DOXIMITY INC CL A 26622P107   5,879 172,800 SH   SOLE   172,800 0 0
SIMPLY GOOD FOODS CO COM 82900L102   5,452 149,000 SH   SOLE   149,000 0 0
UNITED RENTALS INC COM 911363109   4,988 11,200 SH   SOLE   11,200 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   4,300 48,000 SH   SOLE   48,000 0 0
CISCO SYS INC COM 17275R102   3,870 74,800 SH   SOLE   74,800 0 0
PAYPAL HLDGS INC COM 70450Y103   3,804 57,000 SH   SOLE   57,000 0 0
AMN HEALTHCARE SVCS INC COM 001744101   3,710 34,000 SH   SOLE   34,000 0 0
Enovis Corp. COM 194014502   3,698 57,666 SH   SOLE   57,666 0 0
BLACKLINE INC COM 09239B109   3,229 60,000 SH   SOLE   60,000 0 0
ESAB Corp. COM 29605J106   3,105 46,666 SH   SOLE   46,666 0 0
DOCUSIGN INC COM 256163106   2,616 51,200 SH   SOLE   51,200 0 0
ARCO PLATFORM LTD CL A G04553106   2,461 202,700 SH   SOLE   202,700 0 0
BLOCK INC CL A 852234103   2,217 33,300 SH   SOLE   33,300 0 0
NuScale Power Corp. CL A 67079K100   2,176 320,000 SH   SOLE   320,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   1,952 30,000 SH   SOLE   30,000 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   1,024 62,500 SH   SOLE   62,500 0 0