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
ALPHABET INC CAP STK CL A 02079K305   13,232,033 87,670 SH   SOLE N/A 87,670 0 0
AMAZON COM INC COM 023135106   5,725,261 31,740 SH   SOLE N/A 31,740 0 0
ARCH CAP GROUP LTD ORD G0450A105   3,549,696 38,400 SH   SOLE N/A 38,400 0 0
BROADCOM INC COM 11135F101   8,456,115 6,380 SH   SOLE N/A 6,380 0 0
CHUBB LIMITED COM H1467J104   10,095,705 38,960 SH   SOLE N/A 38,960 0 0
COPA HOLDINGS SA CL A P31076105   4,578,353 43,955 SH   SOLE N/A 43,955 0 0
CROCS INC COM 227046109   7,633,623 53,085 SH   SOLE N/A 53,085 0 0
EATON CORP PLC SHS G29183103   1,163,170 3,720 SH   SOLE N/A 3,720 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   4,370,501 349,920 SH   SOLE N/A 349,920 0 0
FLOWSERVE CORP COM 34354P105   1,639,912 35,900 SH   SOLE N/A 35,900 0 0
FORD MTR CO DEL COM 345370860   6,437,612 484,760 SH   SOLE N/A 484,760 0 0
FORTINET INC COM 34959E109   1,062,903 15,560 SH   SOLE N/A 15,560 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   1,333,266 28,940 SH   SOLE N/A 28,940 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   4,497,102 43,640 SH   SOLE N/A 43,640 0 0
INGREDION INC COM 457187102   5,300,316 45,360 SH   SOLE N/A 45,360 0 0
INMODE LTD SHS M5425M103   1,382,608 63,980 SH   SOLE N/A 63,980 0 0
LAM RESEARCH CORP COM 512807108   2,809,781 2,892 SH   SOLE N/A 2,892 0 0
LANTHEUS HLDGS INC COM 516544103   5,649,524 90,770 SH   SOLE N/A 90,770 0 0
MEDTRONIC PLC SHS G5960L103   4,327,869 49,660 SH   SOLE N/A 49,660 0 0
MICROSOFT CORP COM 594918104   8,666,832 20,600 SH   SOLE N/A 20,600 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   2,016,156 29,980 SH   SOLE N/A 29,980 0 0
NATIONAL HEALTH INVS INC COM 63633D104   1,344,562 21,400 SH   SOLE N/A 21,400 0 0
NETEASE INC SPONSORED ADS 64110W102   1,448,580 14,000 SH Call SOLE N/A 14,000 0 0
NETEASE INC SPONSORED ADS 64110W102   4,302,593 41,583 SH   SOLE N/A 41,583 0 0
NETFLIX INC COM 64110L106   3,230,996 5,320 SH   SOLE N/A 5,320 0 0
NNN REIT INC COM 637417106   1,338,617 31,320 SH   SOLE N/A 31,320 0 0
NVIDIA CORPORATION COM 67066G104   1,120,414 1,240 SH   SOLE N/A 1,240 0 0
PACCAR INC COM 693718108   1,181,911 9,540 SH   SOLE N/A 9,540 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,887,023 10,980 SH   SOLE N/A 10,980 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   5,479,444 47,135 SH   SOLE N/A 47,135 0 0
PENTAIR PLC SHS G7S00T104   5,751,821 67,320 SH   SOLE N/A 67,320 0 0
PERION NETWORK LTD SHS NEW M78673114   2,025,223 90,090 SH   SOLE N/A 90,090 0 0
PVH CORPORATION COM 693656100   5,545,658 39,440 SH   SOLE N/A 39,440 0 0
QORVO INC COM 74736K101   6,858,795 59,730 SH   SOLE N/A 59,730 0 0
REPUBLIC SVCS INC COM 760759100   1,336,252 6,980 SH   SOLE N/A 6,980 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   1,328,384 43,740 SH   SOLE N/A 43,740 0 0
SALESFORCE INC COM 79466L302   2,361,251 7,840 SH   SOLE N/A 7,840 0 0
STONECO LTD COM CL A G85158106   6,460,294 388,940 SH   SOLE N/A 388,940 0 0
SYNOPSYS INC COM 871607107   6,669,406 11,670 SH   SOLE N/A 11,670 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,096,335 59,510 SH   SOLE N/A 59,510 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,264,175 16,420 SH   SOLE N/A 16,420 0 0
UIPATH INC CL A 90364P105   1,017,430 44,880 SH   SOLE N/A 44,880 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   1,012,148 61,157 SH   SOLE N/A 61,157 0 0
VIVID SEATS INC COM CL A 92854T100   5,802,873 968,760 SH   SOLE N/A 968,760 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   1,398,891 12,120 SH   SOLE N/A 12,120 0 0
WYNN RESORTS LTD COM 983134107   3,447,195 33,720 SH   SOLE N/A 33,720 0 0
XENIA HOTELS & RESORTS INC COM 984017103   1,313,075 87,480 SH   SOLE N/A 87,480 0 0
XYLEM INC COM 98419M100   7,233,563 55,970 SH   SOLE N/A 55,970 0 0