#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANECK ETF TRUST	92189F676	1,380,000	$497.0M	7.42%
2	FLUTTER ENTMT PLC	G3643J108	1,399,735	$301.0M	4.50%
3	CONSTELLATION ENERGY CORP	CEG	827,626	$292.4M	4.37%
4	AMAZON COM INC	AMZN	1,256,355	$290.0M	4.33%
5	NVENT ELECTRIC PLC	NVT	2,378,858	$242.6M	3.62%
6	SCHWAB CHARLES CORP	SCHW-PJ	2,408,147	$240.6M	3.59%
7	STUBHUB HLDGS INC	STUB	14,771,292	$199.9M	2.98%
8	CEMEX SAB DE CV	CXMSF	17,283,246	$198.6M	2.97%
9	FREEPORT-MCMORAN INC	FCX	3,908,710	$198.5M	2.97%
10	CARPENTER TECHNOLOGY CORP	CRS	612,211	$192.7M	2.88%
11	PG&E CORP	PCG-PX	11,794,997	$189.5M	2.83%
12	COUPANG INC	CPNG	7,863,165	$185.5M	2.77%
13	CAPITAL ONE FINL CORP	14040H105	758,066	$183.7M	2.74%
14	CARIS LIFE SCIENCES INC	CAI	6,718,707	$181.3M	2.71%
15	ARAMARK	ARMK	4,737,646	$174.6M	2.61%
16	NATERA INC	NTRA	715,495	$163.9M	2.45%
17	GRAB HOLDINGS LIMITED	GRABW	32,555,483	$162.5M	2.43%
18	RUBRIK INC.	RBRK	2,100,000	$160.6M	2.40%
19	CCC INTELLIGENT SOLUTIONS HL	CCC	18,925,086	$150.5M	2.25%
20	WESCO INTL INC	95082P105	612,505	$149.8M	2.24%