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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ECHOSTAR CORP | $49.4M | 422000 | 24.84% |
| 2 | AMAZON COM INC | $25.3M | 121300 | 12.70% |
| 3 | MICROSOFT CORP | $25.0M | 67600 | 12.58% |
| 4 | ASML HLDG NV | $15.8M | 12000 | 7.97% |
| 5 | QXO INC | $15.4M | 795000 | 7.76% |
| 6 | VALMONT INDS INC | $13.2M | 33000 | 6.63% |
| 7 | FLOWSERVE CORP | $9.2M | 125000 | 4.62% |
| 8 | ANTERO RESOURCES CORP | $9.1M | 213269 | 4.55% |
| 9 | EXPAND ENERGY CORPORATION | $7.7M | 69700 | 3.85% |
| 10 | TRANSDIGM GROUP INC | $7.2M | 6200 | 3.61% |
| 11 | GENERAC HLDGS INC | $6.3M | 32000 | 3.14% |
| 12 | ALPHABET INC | $5.8M | 20100 | 2.91% |
| 13 | AIRJOULE TECHNOLOGIES CORP | $5.5M | 2181532 | 2.75% |
| 14 | VERTIV HOLDINGS CO | $2.7M | 10800 | 1.36% |
| 15 | PERIMETER SOLUTIONS INC | $1.4M | 58737 | 0.72% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.