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
AECOM COM 00766T100   5,978,521 70,593 SH   SOLE   70,593 0 0
AMAZON COM INC COM 023135106   4,017,174 30,816 SH   SOLE   30,816 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   4,172,814 17,793 SH   SOLE   17,793 0 0
CARNIVAL CORP COMMON STOCK 143658300   1,524,270 80,949 SH   SOLE   80,949 0 0
D R HORTON INC COM 23331A109   3,524,629 28,964 SH   SOLE   28,964 0 0
FAIR ISAAC CORP COM 303250104   2,027,071 2,505 SH   SOLE   2,505 0 0
FEDEX CORP COM 31428X106   998,045 4,026 SH   SOLE   4,026 0 0
GENERAL ELECTRIC CO COM NEW 369604301   7,645,340 69,598 SH   SOLE   69,598 0 0
HEICO CORP NEW COM 422806109   1,850,439 10,458 SH   SOLE   10,458 0 0
HOWMET AEROSPACE INC COM 443201108   3,213,768 64,846 SH   SOLE   64,846 0 0
INGERSOLL RAND INC COM 45687V106   10,737,341 164,280 SH   SOLE   164,280 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   28,630,050 77,500 SH Call SOLE   0 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   4,269,507 131,653 SH   SOLE   131,653 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   52,698,750 1,625,000 SH Call SOLE   0 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   31,648,000 800,000 SH Call SOLE   0 0 0
ISHARES TR US HOME CONS ETF 464288752   4,021,063 47,063 SH   SOLE   47,063 0 0
KBR INC COM 48242W106   1,526,243 23,459 SH   SOLE   23,459 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   1,751,554 8,947 SH   SOLE   8,947 0 0
LAMB WESTON HLDGS INC COM 513272104   10,124,221 88,075 SH   SOLE   88,075 0 0
LINDE PLC SHS G54950103   5,103,423 13,392 SH   SOLE   13,392 0 0
META PLATFORMS INC CL A 30303M102   2,034,401 7,089 SH   SOLE   7,089 0 0
MICROSOFT CORP COM 594918104   17,281,043 50,746 SH   SOLE   50,746 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   6,036,876 20,584 SH   SOLE   20,584 0 0
NOBLE CORP PLC ORD SHS A G65431127   860,281 20,825 SH   SOLE   20,825 0 0
NVIDIA CORPORATION COM 67066G104   8,120,715 19,197 SH   SOLE   19,197 0 0
ON SEMICONDUCTOR CORP COM 682189105   3,158,310 33,393 SH   SOLE   33,393 0 0
ORACLE CORP COM 68389X105   3,625,100 30,440 SH   SOLE   30,440 0 0
PENTAIR PLC SHS G7S00T104   9,945,235 153,951 SH   SOLE   153,951 0 0
S&P GLOBAL INC COM 78409V104   2,555,674 6,375 SH   SOLE   6,375 0 0
SALESFORCE INC COM 79466L302   2,677,087 12,672 SH   SOLE   12,672 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   7,877,792 97,053 SH   SOLE   97,053 0 0
SHERWIN WILLIAMS CO COM 824348106   2,579,527 9,715 SH   SOLE   9,715 0 0
SYNOPSYS INC COM 871607107   4,602,284 10,570 SH   SOLE   10,570 0 0
TECHNIPFMC PLC COM G87110105   3,898,969 234,595 SH   SOLE   234,595 0 0
TOPBUILD CORP COM 89055F103   1,263,861 4,751 SH   SOLE   4,751 0 0
TREX CO INC COM 89531P105   2,273,031 34,671 SH   SOLE   34,671 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   2,024,898 67,250 SH   SOLE   67,250 0 0
VERISK ANALYTICS INC COM 92345Y106   5,160,265 22,830 SH   SOLE   22,830 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,199,962 129,187 SH   SOLE   129,187 0 0
VULCAN MATLS CO COM 929160109   1,005,462 4,460 SH   SOLE   4,460 0 0
WALMART INC COM 931142103   4,062,789 25,848 SH   SOLE   25,848 0 0
XPO INC COM 983793100   2,251,145 38,155 SH   SOLE   38,155 0 0