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
ADOBE SYSTEMS INCORPORATED COM 00724F101   8,412,423 21,829 SH   SOLE   21,829 0 0
ADVANCED MICRO DEVICES INC COM 007903107   14,347,087 146,384 SH   SOLE   146,384 0 0
ALCON AG ORD SHS H01301128   14,215,528 201,524 SH   SOLE   201,524 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   5,950,863 295,035 SH   SOLE   295,035 0 0
ALPHABET INC CAP STK CL C 02079K107   14,231,874 136,845 SH   SOLE   136,845 0 0
AMAZON COM INC COM 023135106   15,086,919 146,064 SH   SOLE   146,064 0 0
ANALOG DEVICES INC COM 032654105   1,037,641 5,261 SH   SOLE   5,261 0 0
APPLE INC COM 037833100   12,013,998 72,856 SH   SOLE   72,856 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   793,607 1,166 SH   SOLE   1,166 0 0
CAMECO CORP COM 13321L108   1,367,746 52,264 SH   SOLE   52,264 0 0
CANADIAN NATL RY CO COM 136375102   2,175,486 18,441 SH   SOLE   18,441 0 0
CANADIAN PAC RY LTD COM 13645T100   5,520,260 71,748 SH   SOLE   71,748 0 0
CENOVUS ENERGY INC COM 15135U109   920,515 52,721 SH   SOLE   52,721 0 0
SCHWAB CHARLES CORP COM 808513105   13,922,464 265,797 SH   SOLE   265,797 0 0
CONSOL ENERGY INC NEW COM 20854L108   4,526,870 77,688 SH   SOLE   77,688 0 0
CRESCENT PT ENERGY CORP COM 22576C101   918,364 130,080 SH   SOLE   130,080 0 0
DENISON MINES CORP COM 248356107   2,626,451 2,409,588 SH   SOLE   2,409,588 0 0
ELASTIC N V ORD SHS N14506104   1,600,399 27,641 SH   SOLE   27,641 0 0
EXXON MOBIL CORP COM 30231G102   17,208,110 156,922 SH   SOLE   156,922 0 0
FIVE BELOW INC COM 33829M101   4,755,381 23,088 SH   SOLE   23,088 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,230,050 33,449 SH   SOLE   33,449 0 0
IQVIA HLDGS INC COM 46266C105   4,684,987 23,556 SH   SOLE   23,556 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   2,181,992 69,958 SH   SOLE   69,958 0 0
MASTERCARD INCORPORATED CL A 57636Q104   22,621,102 62,247 SH   SOLE   62,247 0 0
META PLATFORMS INC CL A 30303M102   14,996,413 70,758 SH   SOLE   70,758 0 0
MICROSOFT CORP COM 594918104   22,773,890 78,994 SH   SOLE   78,994 0 0
MOODYS CORP COM 615369105   5,636,722 18,419 SH   SOLE   18,419 0 0
NEXGEN ENERGY LTD COM 65340P106   2,339,083 610,727 SH   SOLE   610,727 0 0
PEABODY ENERGY CORP COM 704551100   2,138,188 83,523 SH   SOLE   83,523 0 0
PROSHARES TR PSHS SH MSCI EMR 74347R396   2,102,583 142,645 SH   SOLE   142,645 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   18,310,648 1,503,337 SH   SOLE   1,503,337 0 0
PROSHARES TR SHRT RUSSELL2000 74348A210   5,673,853 236,706 SH   SOLE   236,706 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   7,177,062 73,288 SH   SOLE   73,288 0 0
S&P GLOBAL INC COM 78409V104   12,657,157 36,712 SH   SOLE   36,712 0 0
SERVICENOW INC COM 81762P102   13,561,909 29,183 SH   SOLE   29,183 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   745,803 23,774 SH   SOLE   23,774 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,931,968 34,212 SH   SOLE   34,212 0 0
SUNCOR ENERGY INC NEW COM 867224107   929,889 29,948 SH   SOLE   29,948 0 0
T-MOBILE US INC COM 872590104   6,886,632 47,546 SH   SOLE   47,546 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   23,889,560 41,448 SH   SOLE   41,448 0 0
TRANSDIGM GROUP INC COM 893641100   28,597,023 38,799 SH   SOLE   38,799 0 0
UBER TECHNOLOGIES INC COM 90353T100   10,317,195 325,464 SH   SOLE   325,464 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   3,365,821 198,926 SH   SOLE   198,926 0 0
VISA INC COM CL A 92826C839   2,331,750 10,342 SH   SOLE   10,342 0 0
DISNEY WALT CO COM 254687106   10,055,283 100,422 SH   SOLE   100,422 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   6,338,149 135,199 SH   SOLE   135,199 0 0