The NK pack was, if I recall correctly, mentioned to be coming in late August so I doubt it'll come in July.
If we get a patch in July, it'll probably be bug fixes.
Then again, they did mention some small changes to existing stuff over the summer so maybe we'll see some of that now? I'm guessing the inventory update and bills breakdown was part of that but hopefully not all.
For the most part, I would love build mode fixes: the ability to rotate columns again, placement on diagonal walls, maybe some improvements to terrain (like being able to paint steeper slopes).
