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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MICROSOFT CORP COMMON STOCK 594918104 38,913,943 126,217 SH   SOLE   0 0 0
ALPHABET INC-CL C COMMON STOCK 02079K107 34,805,269 12,462 SH   SOLE   0 0 0
SCHWAB (CHARLES) CORP COMMON STOCK 808513105 30,338,116 359,840 SH   SOLE   0 0 0
PROSHARES SHORT QQQ COMMON STOCK 74347B714 30,320,879 2,618,383 SH   SOLE   0 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 29,080,254 44,633 SH   SOLE   0 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 28,806,626 48,771 SH   SOLE   0 0 0
APPLE INC COMMON STOCK 037833100 24,957,710 142,934 SH   SOLE   0 0 0
MASTERCARD INC - A COMMON STOCK 57636Q104 23,870,765 66,794 SH   SOLE   0 0 0
S&P GLOBAL INC COMMON STOCK 78409V104 23,012,966 56,105 SH   SOLE   0 0 0
WALT DISNEY CO/THE COMMON STOCK 254687106 17,848,163 130,127 SH   SOLE   0 0 0
AMAZON.COM INC COMMON STOCK 023135106 17,093,228 5,243 SH   SOLE   0 0 0
META PLATFORMS INC-CLASS A COMMON STOCK 30303M102 14,765,142 66,402 SH   SOLE   0 0 0
ALCON INC COMMON STOCK H01301128 13,671,626 172,339 SH   SOLE   0 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 12,404,857 5,282 SH   SOLE   0 0 0
SS&C TECHNOLOGIES HOLDINGS COMMON STOCK 78467J100 9,144,709 121,897 SH   SOLE   0 0 0
NETFLIX INC COMMON STOCK 64110L106 8,962,082 23,925 SH   SOLE   0 0 0
RAYTHEON TECHNOLOGIES CORP COMMON STOCK 75513E101 8,796,866 88,794 SH   SOLE   0 0 0
CARGURUS INC COMMON STOCK 141788109 8,452,842 199,078 SH   SOLE   0 0 0
DENISON MINES CORP COMMON STOCK 248356107 8,228,690 5,142,931 SH   SOLE   0 0 0
WILLSCOT MOBILE MINI HOLDING COMMON STOCK 971378104 7,696,607 196,693 SH   SOLE   0 0 0
AVANTOR INC COMMON STOCK 05352A100 7,370,267 217,926 SH   SOLE   0 0 0
NEXGEN ENERGY LTD COMMON STOCK 65340P106 6,860,851 1,212,164 SH   SOLE   0 0 0
MOODY'S CORP COMMON STOCK 615369105 6,843,370 20,282 SH   SOLE   0 0 0
PROSHARES SHORT RUSSELL2000 COMMON STOCK 74348A210 6,431,691 290,764 SH   SOLE   0 0 0
UBER TECHNOLOGIES INC COMMON STOCK 90353T100 6,143,871 172,194 SH   SOLE   0 0 0
COINBASE GLOBAL INC -CLASS A COMMON STOCK 19260Q107 5,682,664 29,931 SH   SOLE   0 0 0
IQVIA HOLDINGS INC COMMON STOCK 46266C105 5,456,122 23,598 SH   SOLE   0 0 0
FIVE BELOW COMMON STOCK 33829M101 4,583,436 28,941 SH   SOLE   0 0 0
DIGITAL TURBINE INC COMMON STOCK 25400W102 3,223,640 73,582 SH   SOLE   0 0 0
SAFRAN SA-UNSPON ADR COMMON STOCK 786584102 3,158,932 105,877 SH   SOLE   0 0 0
SPROTT URANIUM MINERS ETF COMMON STOCK 301505715 2,871,147 34,513 SH   SOLE   0 0 0
CAMECO CORP COMMON STOCK 13321L108 2,787,522 95,791 SH   SOLE   0 0 0
ELASTIC NV COMMON STOCK N14506104 2,754,181 30,963 SH   SOLE   0 0 0
LVMH MOET HENNESSY-UNSP ADR COMMON STOCK 502441306 2,738,956 18,953 SH   SOLE   0 0 0
L'OREAL-UNSPONSORED ADR COMMON STOCK 502117203 2,722,420 33,624 SH   SOLE   0 0 0
PROSHARES SHORT MSCI EMR MKT COMMON STOCK 74347R396 2,568,828 190,425 SH   SOLE   0 0 0
HDFC BANK LTD-ADR COMMON STOCK 40415F101 2,212,617 36,077 SH   SOLE   0 0 0
ANALOG DEVICES INC COMMON STOCK 032654105 2,149,569 13,013 SH   SOLE   0 0 0
HAYWARD HOLDINGS INC COMMON STOCK 421298100 2,144,848 129,052 SH   SOLE   0 0 0
ASML HOLDING NV-NY REG SHS COMMON STOCK N07059210 1,604,947 2,403 SH   SOLE   0 0 0
HASBRO INC COMMON STOCK 418056107 1,588,469 19,390 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR-SP ADR COMMON STOCK 874039100 1,480,350 14,199 SH   SOLE   0 0 0
TASKUS INC-A COMMON STOCK 87652V109 650,642 16,917 SH   SOLE   0 0 0
SEA LTD-ADR COMMON STOCK 81141R100 505,413 4,219 SH   SOLE   0 0 0
YANDEX NV-A COMMON STOCK N97284108 449,005 30,441 SH   SOLE   0 0 0