| 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Microsoft Corp. | COM | 594918104 | 91,062 | 288,400 | SH | | SOLE | | 288,400 | 0 | 0 |
| Ferrari NV | COM | N3167Y103 | 67,442 | 228,200 | SH | | SOLE | | 228,200 | 0 | 0 |
| Corteva, Inc. | COM | 22052L104 | 45,021 | 880,000 | SH | | SOLE | | 880,000 | 0 | 0 |
| Caterpillar Inc. | COM | 149123101 | 43,680 | 160,000 | SH | | SOLE | | 160,000 | 0 | 0 |
| NextEra Energy Inc. | COM | 65339F101 | 41,192 | 719,000 | SH | | SOLE | | 719,000 | 0 | 0 |
| Intuit Inc. | COM | 461202103 | 40,262 | 78,800 | SH | | SOLE | | 78,800 | 0 | 0 |
| Palo Alto Networks, Inc. | COM | 697435105 | 37,042 | 158,000 | SH | | SOLE | | 158,000 | 0 | 0 |
| Amazon.com Inc. | COM | 023135106 | 36,115 | 284,100 | SH | | SOLE | | 284,100 | 0 | 0 |
| Intel Corp. | COM | 458140100 | 35,500 | 998,600 | SH | | SOLE | | 998,600 | 0 | 0 |
| Oracle Corp. | COM | 68389X105 | 35,271 | 333,000 | SH | | SOLE | | 333,000 | 0 | 0 |
| Dell Technologies Inc. | CL C | 24703L202 | 34,795 | 505,000 | SH | | SOLE | | 505,000 | 0 | 0 |
| Intuitive Surgical Inc. | COM | 46120E602 | 32,736 | 112,000 | SH | | SOLE | | 112,000 | 0 | 0 |
| Emerson Electric Co. | COM | 291011104 | 32,554 | 337,100 | SH | | SOLE | | 337,100 | 0 | 0 |
| Motorola Solutions Inc. | COM | 620076307 | 30,627 | 112,500 | SH | | SOLE | | 112,500 | 0 | 0 |
| The Hershey Co. | COM | 427866108 | 30,592 | 152,900 | SH | | SOLE | | 152,900 | 0 | 0 |
| Netflix Inc. | COM | 64110L106 | 30,586 | 81,000 | SH | | SOLE | | 81,000 | 0 | 0 |
| Accenture plc. | CL A | G1151C101 | 30,250 | 98,500 | SH | | SOLE | | 98,500 | 0 | 0 |
| Tetra Tech Inc. | COM | 88162G103 | 29,327 | 192,900 | SH | | SOLE | | 192,900 | 0 | 0 |
| Mobileye Global Inc. | CL A | 60741F104 | 27,008 | 650,000 | SH | | SOLE | | 650,000 | 0 | 0 |
| PowerSchool Holdings, Inc. | CL A | 73939C106 | 22,780 | 1,005,300 | SH | | SOLE | | 1,005,300 | 0 | 0 |
| Tesla Inc. | COM | 88160R101 | 22,169 | 88,600 | SH | | SOLE | | 88,600 | 0 | 0 |
| O'Reilly Automotive, Inc. | COM | 67103H107 | 21,722 | 23,900 | SH | | SOLE | | 23,900 | 0 | 0 |
| Bill.Com Holdings, Inc. | COM | 090043100 | 21,551 | 198,500 | SH | | SOLE | | 198,500 | 0 | 0 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | SPONSORED ADR | 874039100 | 20,213 | 232,600 | SH | | SOLE | | 232,600 | 0 | 0 |
| Micron Technology, Inc. | COM | 595112103 | 19,491 | 286,500 | SH | | SOLE | | 286,500 | 0 | 0 |
| SentinelOne, Inc. | CL A | 81730H109 | 19,212 | 1,139,500 | SH | | SOLE | | 1,139,500 | 0 | 0 |
| GLOBALFOUNDRIes Inc. | COM | G39387108 | 18,970 | 326,000 | SH | | SOLE | | 326,000 | 0 | 0 |
| Applied Materials, Inc. | COM | 038222105 | 18,594 | 134,300 | SH | | SOLE | | 134,300 | 0 | 0 |
| Advanced Micro Devices Inc. | COM | 007903107 | 18,580 | 180,700 | SH | | SOLE | | 180,700 | 0 | 0 |
| Texas Instruments Inc. | COM | 882508104 | 18,191 | 114,400 | SH | | SOLE | | 114,400 | 0 | 0 |
| NVIDIA Corp. | COM | 67066G104 | 18,183 | 41,800 | SH | | SOLE | | 41,800 | 0 | 0 |
| Apple Inc. | COM | 037833100 | 18,183 | 106,200 | SH | | SOLE | | 106,200 | 0 | 0 |
| Edwards Lifesciences Corp. | COM | 28176E108 | 17,886 | 258,165 | SH | | SOLE | | 258,165 | 0 | 0 |
| Qualcomm Inc. | COM | 747525103 | 17,536 | 157,900 | SH | | SOLE | | 157,900 | 0 | 0 |
| Manhattan Associates, Inc. | COM | 562750109 | 17,513 | 88,600 | SH | | SOLE | | 88,600 | 0 | 0 |
| ASML Holding N.V. | SPONSORED ADR | N07059210 | 16,718 | 28,400 | SH | | SOLE | | 28,400 | 0 | 0 |
| ServiceNow, Inc. | COM | 81762P102 | 16,601 | 29,700 | SH | | SOLE | | 29,700 | 0 | 0 |
| Wolfspeed, Inc. | COM | 977852102 | 15,145 | 397,500 | SH | | SOLE | | 397,500 | 0 | 0 |
| Roper Technologies Inc. | COM | 776696106 | 14,771 | 30,500 | SH | | SOLE | | 30,500 | 0 | 0 |
| The Williams Companies, Inc. | COM | 969457100 | 13,981 | 415,000 | SH | | SOLE | | 415,000 | 0 | 0 |
| Darling Ingredients Inc. | COM | 237266101 | 13,050 | 250,000 | SH | | SOLE | | 250,000 | 0 | 0 |
| EOG Resources, Inc. | COM | 26875P101 | 12,676 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| Inspire Medical Systems, Inc. | COM | 457730109 | 12,522 | 63,100 | SH | | SOLE | | 63,100 | 0 | 0 |
| Arista Networks Inc. | COM | 040413106 | 12,415 | 67,500 | SH | | SOLE | | 67,500 | 0 | 0 |
| Kinsale Capital Group, Inc. | COM | 49714P108 | 12,175 | 29,400 | SH | | SOLE | | 29,400 | 0 | 0 |
| Markel Corp. | COM | 570535104 | 11,044 | 7,500 | SH | | SOLE | | 7,500 | 0 | 0 |
| CME Group Inc. | CL A | 12572Q105 | 11,012 | 55,000 | SH | | SOLE | | 55,000 | 0 | 0 |
| Ameresco Inc. | CL A | 02361E108 | 10,631 | 275,700 | SH | | SOLE | | 275,700 | 0 | 0 |
| Cisco Systems, Inc. | COM | 17275R102 | 10,553 | 196,300 | SH | | SOLE | | 196,300 | 0 | 0 |
| Option Care Health Inc. | COM | 68404L201 | 10,533 | 325,600 | SH | | SOLE | | 325,600 | 0 | 0 |
| BorgWarner, Inc. | COM | 099724106 | 10,419 | 258,100 | SH | | SOLE | | 258,100 | 0 | 0 |
| Okta Inc. | CL A | 679295105 | 10,189 | 125,000 | SH | | SOLE | | 125,000 | 0 | 0 |
| Mongo DB, Inc. | COM | 60937P106 | 10,134 | 29,300 | SH | | SOLE | | 29,300 | 0 | 0 |
| Cadence Design Systems Inc. | COM | 127387108 | 9,817 | 41,900 | SH | | SOLE | | 41,900 | 0 | 0 |
| Lattice Semiconductor Corp. | COM | 518415104 | 9,633 | 112,100 | SH | | SOLE | | 112,100 | 0 | 0 |
| Constellation Energy Corp. | COM | 21037T109 | 9,599 | 88,000 | SH | | SOLE | | 88,000 | 0 | 0 |
| Broadcom Inc. | COM | 11135F101 | 9,386 | 11,300 | SH | | SOLE | | 11,300 | 0 | 0 |
| The Walt Disney Co. | COM | 254687106 | 9,280 | 114,500 | SH | | SOLE | | 114,500 | 0 | 0 |
| Lamb Weston Holdings Inc. | COM | 513272104 | 9,246 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| Teradyne, Inc. | COM | 880770102 | 9,122 | 90,800 | SH | | SOLE | | 90,800 | 0 | 0 |
| Workday, Inc. | CL A | 98138H101 | 8,981 | 41,800 | SH | | SOLE | | 41,800 | 0 | 0 |
| Crown Castle International Corp. | COM | 22822V101 | 8,927 | 97,000 | SH | | SOLE | | 97,000 | 0 | 0 |
| Equinix Inc. | COM | 29444U700 | 8,860 | 12,200 | SH | | SOLE | | 12,200 | 0 | 0 |
| American Tower Corp. | COM | 03027X100 | 8,716 | 53,000 | SH | | SOLE | | 53,000 | 0 | 0 |
| Microchip Technology Inc. | COM | 595017104 | 8,586 | 110,000 | SH | | SOLE | | 110,000 | 0 | 0 |
| Xylem, Inc. | COM | 98419M100 | 8,548 | 93,900 | SH | | SOLE | | 93,900 | 0 | 0 |
| Visa Inc. | CL A | 92826C839 | 8,326 | 36,200 | SH | | SOLE | | 36,200 | 0 | 0 |
| Leidos Holdings, Inc. | COM | 525327102 | 8,322 | 90,300 | SH | | SOLE | | 90,300 | 0 | 0 |
| Service Corp. International | COM | 817565104 | 8,285 | 145,000 | SH | | SOLE | | 145,000 | 0 | 0 |
| Exponent Inc. | COM | 30214U102 | 7,370 | 86,100 | SH | | SOLE | | 86,100 | 0 | 0 |
| Take-Two Interactive Software, Inc. | COM | 874054109 | 6,977 | 49,700 | SH | | SOLE | | 49,700 | 0 | 0 |
| L3Harris Technologies, Inc. | COM | 502431109 | 6,686 | 38,400 | SH | | SOLE | | 38,400 | 0 | 0 |
| Lockheed Martin Corp. | COM | 539830109 | 6,584 | 16,100 | SH | | SOLE | | 16,100 | 0 | 0 |
| Thermo Fisher Scientific, Inc. | COM | 883556102 | 6,327 | 12,500 | SH | | SOLE | | 12,500 | 0 | 0 |
| Generac Holdings Inc. | COM | 368736104 | 6,243 | 57,300 | SH | | SOLE | | 57,300 | 0 | 0 |
| Joby Aviation, Inc | COM | G65163100 | 6,224 | 965,000 | SH | | SOLE | | 965,000 | 0 | 0 |
| Agilent Technologies, Inc. | COM | 00846U101 | 6,184 | 55,300 | SH | | SOLE | | 55,300 | 0 | 0 |
| Chart Industries, Inc. | COM | 16115Q308 | 6,173 | 36,500 | SH | | SOLE | | 36,500 | 0 | 0 |
| Eaton Corp plc | COM | G29183103 | 5,972 | 28,000 | SH | | SOLE | | 28,000 | 0 | 0 |
| Rockwell Automation, Inc. | COM | 773903109 | 5,717 | 20,000 | SH | | SOLE | | 20,000 | 0 | 0 |
| Raytheon Technologies Corp. | COM | 75513E101 | 5,427 | 75,400 | SH | | SOLE | | 75,400 | 0 | 0 |
| Spotify Technology S.A. | COM | L8681T102 | 5,412 | 35,000 | SH | | SOLE | | 35,000 | 0 | 0 |
| KeyCorp | COM | 493267108 | 5,380 | 500,000 | SH | | SOLE | | 500,000 | 0 | 0 |
| Veeva Systems Inc. | CL A | 922475108 | 5,290 | 26,000 | SH | | SOLE | | 26,000 | 0 | 0 |
| Peabody Energy Corp. | COM | 704551100 | 5,198 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
| Ollie's Bargain Outlet Holdings Inc. | COM | 681116109 | 5,094 | 66,000 | SH | | SOLE | | 66,000 | 0 | 0 |
| Uber Technologies Inc. | COM | 90353T100 | 5,059 | 110,000 | SH | | SOLE | | 110,000 | 0 | 0 |
| United Rentals Inc. | COM | 911363109 | 4,979 | 11,200 | SH | | SOLE | | 11,200 | 0 | 0 |
| ARM Holdings PLC | COM | 042068205 | 4,817 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
| Meta Platforms, Inc. | CL A | 30303M102 | 4,803 | 16,000 | SH | | SOLE | | 16,000 | 0 | 0 |
| SL Green Realty Corp. | COM | 78440X887 | 4,737 | 127,000 | SH | | SOLE | | 127,000 | 0 | 0 |
| Vornado Realty Trust | COM | 929042109 | 4,649 | 205,000 | SH | | SOLE | | 205,000 | 0 | 0 |
| Kinder Morgan, Inc. of Delaware | COM | 49456B101 | 4,642 | 280,000 | SH | | SOLE | | 280,000 | 0 | 0 |
| Ross Stores Inc. | COM | 778296103 | 4,631 | 41,000 | SH | | SOLE | | 41,000 | 0 | 0 |
| American Express Co. | COM | 025816109 | 4,625 | 31,000 | SH | | SOLE | | 31,000 | 0 | 0 |
| Snowflake Inc. | CL A | 833445109 | 4,583 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
| Splunk Inc. | COM | 848637104 | 4,534 | 31,000 | SH | | SOLE | | 31,000 | 0 | 0 |
| TJX Companies, Inc. | COM | 872540109 | 4,533 | 51,000 | SH | | SOLE | | 51,000 | 0 | 0 |
| Costco Wholesale Corp. | COM | 22160K105 | 4,520 | 8,000 | SH | | SOLE | | 8,000 | 0 | 0 |
| Keysight Technologies Inc. | COM | 49338L103 | 4,499 | 34,000 | SH | | SOLE | | 34,000 | 0 | 0 |
| BJ's Wholesale Club Holdings Inc. | COM | 05550J101 | 4,354 | 61,000 | SH | | SOLE | | 61,000 | 0 | 0 |
| Progyny Inc. | COM | 74340E103 | 4,218 | 124,000 | SH | | SOLE | | 124,000 | 0 | 0 |
| Cboe Global Markets, Inc. | COM | 12503M108 | 4,061 | 26,000 | SH | | SOLE | | 26,000 | 0 | 0 |
| Pilgrim's Pride Corp. | COM | 72147K108 | 3,915 | 171,500 | SH | | SOLE | | 171,500 | 0 | 0 |
| HP Inc. | COM | 40434L105 | 3,855 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
| BRF SA | SPONSORED ADR | 10552T107 | 3,711 | 1,810,000 | SH | | SOLE | | 1,810,000 | 0 | 0 |
| Doximity, Inc. | CL A | 26622P107 | 3,667 | 172,800 | SH | | SOLE | | 172,800 | 0 | 0 |
| Allegiant Travel Co. | COM | 01748X102 | 3,666 | 47,700 | SH | | SOLE | | 47,700 | 0 | 0 |
| Cooper Companies, Inc. | COM | 216648402 | 3,625 | 11,400 | SH | | SOLE | | 11,400 | 0 | 0 |
| PayPal Holdings Inc. | COM | 70450Y103 | 3,332 | 57,000 | SH | | SOLE | | 57,000 | 0 | 0 |
| ESAB Corp. | COM | 29605J106 | 3,277 | 46,666 | SH | | SOLE | | 46,666 | 0 | 0 |
| Enovis Corp. | COM | 194014502 | 3,041 | 57,666 | SH | | SOLE | | 57,666 | 0 | 0 |
| NuScale Power Corp. | CL A | 67079K100 | 3,038 | 620,000 | SH | | SOLE | | 620,000 | 0 | 0 |
| AMN Healthcare Services, Inc. | COM | 001744101 | 2,896 | 34,000 | SH | | SOLE | | 34,000 | 0 | 0 |
| Arco Platform Ltd. | CL A | G04553106 | 2,793 | 202,700 | SH | | SOLE | | 202,700 | 0 | 0 |
| BlackLine, Inc. | COM | 09239B109 | 2,424 | 43,700 | SH | | SOLE | | 43,700 | 0 | 0 |
| DocuSign Inc. | COM | 256163106 | 1,940 | 46,200 | SH | | SOLE | | 46,200 | 0 | 0 |
| Procore Technologies, Inc. | COM | 74275K108 | 1,587 | 24,300 | SH | | SOLE | | 24,300 | 0 | 0 |
| Block, Inc. | CL A | 852234103 | 1,474 | 33,300 | SH | | SOLE | | 33,300 | 0 | 0 |
| Phinia Inc. | COM | 71880K101 | 1,383 | 51,620 | SH | | SOLE | | 51,620 | 0 | 0 |
| Alkami Technology, Inc. | COM | 01644J108 | 918 | 50,400 | SH | | SOLE | | 50,400 | 0 | 0 |
