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   11,385,975 33,833 SH   SOLE   33,833 0 0
ADVANCED MICRO DEVICES INC COM 007903107   7,117,093 109,883 SH   SOLE   109,883 0 0
ALCON AG ORD SHS H01301128   14,484,097 211,292 SH   SOLE   211,292 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   6,310,357 310,549 SH   SOLE   310,549 0 0
ALPHABET INC CAP STK CL C 02079K107   12,712,435 143,271 SH   SOLE   143,271 0 0
AMAZON COM INC COM 023135106   12,590,623 149,888 SH   SOLE   149,888 0 0
ANALOG DEVICES INC COM 032654105   909,015 5,542 SH   SOLE   5,542 0 0
APPLE INC COM 037833100   9,721,150 74,818 SH   SOLE   74,818 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   657,138 1,203 SH   SOLE   1,203 0 0
CAMECO CORP COM 13321L108   1,519,808 67,041 SH   SOLE   67,041 0 0
CANADIAN NATL RY CO COM 136375102   1,814,938 15,267 SH   SOLE   15,267 0 0
CANADIAN PAC RY LTD COM 13645T100   4,699,897 63,010 SH   SOLE   63,010 0 0
CENOVUS ENERGY INC COM 15135U109   1,052,270 54,213 SH   SOLE   54,213 0 0
SCHWAB CHARLES CORP COM 808513105   14,502,227 174,180 SH   SOLE   174,180 0 0
CONSOL ENERGY INC NEW COM 20854L108   4,420,640 68,010 SH   SOLE   68,010 0 0
CRESCENT PT ENERGY CORP COM 22576C101   957,244 133,880 SH   SOLE   133,880 0 0
DENISON MINES CORP COM 248356107   2,923,383 2,542,072 SH   SOLE   2,542,072 0 0
ELASTIC N V ORD SHS N14506104   1,500,501 29,136 SH   SOLE   29,136 0 0
EXXON MOBIL CORP COM 30231G102   17,017,312 154,282 SH   SOLE   154,282 0 0
FIVE BELOW INC COM 33829M101   2,519,837 14,247 SH   SOLE   14,247 0 0
HASBRO INC COM 418056107   1,963,863 32,189 SH   SOLE   32,189 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,359,344 34,488 SH   SOLE   34,488 0 0
IQVIA HLDGS INC COM 46266C105   5,097,774 24,881 SH   SOLE   24,881 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   2,196,263 72,724 SH   SOLE   72,724 0 0
MASTERCARD INCORPORATED CL A 57636Q104   21,522,232 61,894 SH   SOLE   61,894 0 0
META PLATFORMS INC CL A 30303M102   5,452,969 45,313 SH   SOLE   45,313 0 0
MICROSOFT CORP COM 594918104   19,586,765 81,673 SH   SOLE   81,673 0 0
MOODYS CORP COM 615369105   5,356,867 19,226 SH   SOLE   19,226 0 0
NEXGEN ENERGY LTD COM 65340P106   2,844,580 642,117 SH   SOLE   642,117 0 0
PEABODY ENERGY CORP COM 704551100   1,682,659 63,689 SH   SOLE   63,689 0 0
PROSHARES TR PSHS SH MSCI EMR 74347R396   2,079,338 136,082 SH   SOLE   136,082 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   22,975,824 1,560,858 SH   SOLE   1,560,858 0 0
PROSHARES TR SHRT RUSSELL2000 74348A210   6,084,356 247,332 SH   SOLE   247,332 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   9,059,003 89,764 SH   SOLE   89,764 0 0
S&P GLOBAL INC COM 78409V104   12,643,431 37,748 SH   SOLE   37,748 0 0
SERVICENOW INC COM 81762P102   11,811,790 30,422 SH   SOLE   30,422 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   778,084 24,514 SH   SOLE   24,514 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,124,222 21,595 SH   SOLE   21,595 0 0
SUNCOR ENERGY INC NEW COM 867224107   983,405 30,993 SH   SOLE   30,993 0 0
T-MOBILE US INC COM 872590104   12,890,442 92,075 SH   SOLE   92,075 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   23,065,105 41,884 SH   SOLE   41,884 0 0
TRANSDIGM GROUP INC COM 893641100   25,082,438 39,836 SH   SOLE   39,836 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,839,174 195,680 SH   SOLE   195,680 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   2,119,853 153,279 SH   SOLE   153,279 0 0
VISA INC COM CL A 92826C839   2,222,806 10,699 SH   SOLE   10,699 0 0
DISNEY WALT CO COM 254687106   9,049,922 104,166 SH   SOLE   104,166 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   8,170,678 180,887 SH   SOLE   180,887 0 0