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   182,154 484,400 SH   SOLE   484,400 0 0
NVIDIA CORPORATION COM 67066G104   96,964 195,800 SH   SOLE   195,800 0 0
QUALCOMM INC COM 747525103   83,582 577,900 SH   SOLE   577,900 0 0
FERRARI N V COM N3167Y103   77,230 228,200 SH   SOLE   228,200 0 0
CAMECO CORP COM 13321L108   61,245 1,421,000 SH   SOLE   1,421,000 0 0
LILLY ELI & CO COM 532457108   49,548 85,000 SH   SOLE   85,000 0 0
AMAZON COM INC COM 023135106   46,661 307,100 SH   SOLE   307,100 0 0
PALO ALTO NETWORKS INC COM 697435105   46,591 158,000 SH   SOLE   158,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   38,419 238,700 SH   SOLE   238,700 0 0
CBOE GLOBAL MKTS INC COM 12503M108   33,462 187,400 SH   SOLE   187,400 0 0
EMERSON ELEC CO COM 291011104   32,810 337,100 SH   SOLE   337,100 0 0
NETFLIX INC COM 64110L106   29,213 60,000 SH   SOLE   60,000 0 0
HERSHEY CO COM 427866108   28,507 152,900 SH   SOLE   152,900 0 0
MOTOROLA SOLUTIONS INC COM 620076307   27,082 86,500 SH   SOLE   86,500 0 0
CME GROUP INC CL A 12572Q105   25,651 121,800 SH   SOLE   121,800 0 0
MICRON TECHNOLOGY INC COM 595112103   24,450 286,500 SH   SOLE   286,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   24,190 232,600 SH   SOLE   232,600 0 0
ARISTA NETWORKS INC COM 040413106   23,787 101,000 SH   SOLE   101,000 0 0
WILLIAMS COS INC COM 969457100   22,988 660,000 SH   SOLE   660,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   22,627 153,500 SH   SOLE   153,500 0 0
AMERICAN EXPRESS CO COM 025816109   22,293 119,000 SH   SOLE   119,000 0 0
APPLIED MATLS INC COM 038222105   21,766 134,300 SH   SOLE   134,300 0 0
ASML HOLDING N V SPONSORED ADR N07059210   21,497 28,400 SH   SOLE   28,400 0 0
SPOTIFY TECHNOLOGY S A COM L8681T102   20,106 107,000 SH   SOLE   107,000 0 0
GLOBALFOUNDRIES INC COM G39387108   19,756 326,000 SH   SOLE   326,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   19,508 255,000 SH   SOLE   255,000 0 0
TEXAS INSTRS INC COM 882508104   19,501 114,400 SH   SOLE   114,400 0 0
TETRA TECH INC NEW COM 88162G103   19,497 116,800 SH   SOLE   116,800 0 0
APPLE INC COM 037833100   19,484 101,200 SH   SOLE   101,200 0 0
KINDER MORGAN INC DEL COM 49456B101   19,051 1,080,000 SH   SOLE   1,080,000 0 0
BILL COM HLDGS INC COM 090043100   18,725 229,500 SH   SOLE   229,500 0 0
LEIDOS HOLDINGS INC COM 525327102   18,293 169,000 SH   SOLE   169,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   18,147 19,100 SH   SOLE   19,100 0 0
Constellation Energy Corp. COM 21037T109   17,884 153,000 SH   SOLE   153,000 0 0
EQUINIX INC COM 29444U700   17,880 22,200 SH   SOLE   22,200 0 0
WOLFSPEED INC COM 977852102   17,295 397,500 SH   SOLE   397,500 0 0
ROPER TECHNOLOGIES INC COM 776696106   16,628 30,500 SH   SOLE   30,500 0 0
SEAGATE TECHNOLOGY HLDNGS PL COM G7997R103   15,793 185,000 SH   SOLE   185,000 0 0
INTEL CORP COM 458140100   15,005 298,600 SH   SOLE   298,600 0 0
BLACKSTONE INC COM 09260D107   14,663 112,000 SH   SOLE   112,000 0 0
MONGODB INC COM 60937P106   14,310 35,000 SH   SOLE   35,000 0 0
LOCKHEED MARTIN CORP COM 539830109   14,186 31,300 SH   SOLE   31,300 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   13,917 165,400 SH   SOLE   165,400 0 0
JOBY AVIATION INC COM G65163100   13,666 2,055,000 SH   SOLE   2,055,000 0 0
ARM Holdings PLC COM 042068205   13,038 173,500 SH   SOLE   173,500 0 0
INSPIRE MED SYS INC COM 457730109   12,836 63,100 SH   SOLE   63,100 0 0
BROADCOM INC COM 11135F101   12,614 11,300 SH   SOLE   11,300 0 0
DARLING INGREDIENTS INC COM 237266101   12,460 250,000 SH   SOLE   250,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   12,406 58,900 SH   SOLE   58,900 0 0
VISA INC CL A 92826C839   12,028 46,200 SH   SOLE   46,200 0 0
BOEING CO COM 097023105   11,990 46,000 SH   SOLE   46,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   11,442 53,000 SH   SOLE   53,000 0 0
POWERSCHOOL HOLDINGS INC CL A 73939C106   11,346 481,600 SH   SOLE   481,600 0 0
DISNEY WALT CO COM 254687106   11,241 124,500 SH   SOLE   124,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101   11,173 97,000 SH   SOLE   97,000 0 0
OPTION CARE HEALTH INC COM 68404L201   10,969 325,600 SH   SOLE   325,600 0 0
LAMB WESTON HLDGS INC COM 513272104   10,809 100,000 SH   SOLE   100,000 0 0
VERTIV HOLDINGS CO COM 92537N108   10,807 225,000 SH   SOLE   225,000 0 0
INTUITIVE SURGICAL INC COM 46120E602   10,796 32,000 SH   SOLE   32,000 0 0
XYLEM INC COM 98419M100   10,738 93,900 SH   SOLE   93,900 0 0
MARKEL CORP COM 570535104   10,649 7,500 SH   SOLE   7,500 0 0
GENERAL ELECTRIC CO COM 369604301   10,644 83,400 SH   SOLE   83,400 0 0
COSTCO WHSL CORP NEW COM 22160K105   10,363 15,700 SH   SOLE   15,700 0 0
SERVICE CORP INTL COM 817565104   9,925 145,000 SH   SOLE   145,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   9,920 110,000 SH   SOLE   110,000 0 0
CISCO SYS INC COM 17275R102   9,917 196,300 SH   SOLE   196,300 0 0
TERADYNE INC COM 880770102   9,854 90,800 SH   SOLE   90,800 0 0
KINSALE CAP GROUP INC COM 49714P108   9,846 29,400 SH   SOLE   29,400 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   9,510 68,400 SH   SOLE   68,400 0 0
SL Green Realty Corp. COM 78440X887   9,441 209,000 SH   SOLE   209,000 0 0
BORGWARNER INC COM 099724106   9,253 258,100 SH   SOLE   258,100 0 0
VORNADO RLTY TR COM 929042109   8,984 318,000 SH   SOLE   318,000 0 0
CHENIERE ENERGY INC COM 16411R208   8,894 52,100 SH   SOLE   52,100 0 0
AMERESCO INC CL A 02361E108   8,731 275,700 SH   SOLE   275,700 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   7,734 112,100 SH   SOLE   112,100 0 0
EXPONENT INC COM 30214U102   7,580 86,100 SH   SOLE   86,100 0 0
KEYCORP COM 493267108   7,200 500,000 SH   SOLE   500,000 0 0
EATON CORP PLC COM G29183103   6,743 28,000 SH   SOLE   28,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   6,210 20,000 SH   SOLE   20,000 0 0
ROSS STORES INC COM 778296103   5,674 41,000 SH   SOLE   41,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   5,009 66,000 SH   SOLE   66,000 0 0
CHART INDS INC COM 16115Q308   4,976 36,500 SH   SOLE   36,500 0 0
PEABODY ENGR CORP COM 704551100   4,864 200,000 SH   SOLE   200,000 0 0
DOXIMITY INC CL A 26622P107   4,845 172,800 SH   SOLE   172,800 0 0
TJX COS INC NEW COM 872540109   4,784 51,000 SH   SOLE   51,000 0 0
WALMART INC COM 931142103   4,414 28,000 SH   SOLE   28,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   4,066 61,000 SH   SOLE   61,000 0 0
ESAB Corp. COM 29605J106   4,042 46,666 SH   SOLE   46,666 0 0
BLACKLINE INC COM 09239B109   2,729 43,700 SH   SOLE   43,700 0 0
ALPHABET INC CL C 02079K107   1,409 10,000 SH   SOLE   10,000 0 0