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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIGHT INC COM CL A 01626W101 3,291,150 555,000 SH SOLE 555,000 0 0
ALPHABET INC CAP STK CL C 02079K107 15,935,460 102,000 SH SOLE 102,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 19,438,555 202,106 SH SOLE 202,106 0 0
BEACON ROOFING SUPPLY INC COM 073685109 20,785,187 168,029 SH SOLE 168,029 0 0
CAMECO CORP COM 13321L108 4,947,432 120,200 SH SOLE 120,200 0 0
CBRE GROUP INC CL A 12504L109 5,976,646 45,700 SH SOLE 45,700 0 0
CEVA INC COM 157210105 4,287,114 167,400 SH SOLE 167,400 0 0
CF INDS HLDGS INC COM 125269100 1,621,613 20,750 SH SOLE 20,750 0 0
COPART INC COM 217204106 19,036,197 336,388 SH SOLE 336,388 0 0
ELEVANCE HEALTH INC COM 036752103 6,654,888 15,300 SH SOLE 15,300 0 0
FISERV INC COM 337738108 14,265,618 64,600 SH SOLE 64,600 0 0
FLUTTER ENTMT PLC SHS G3643J108 11,081,266 50,017 SH SOLE 50,017 0 0
FOX CORP CL B COM 35137L204 5,798,100 110,000 SH SOLE 110,000 0 0
GRAYSCALE ETHEREUM TRUST ETF SHS 389638107 3,830,006 251,643 SH SOLE 251,643 0 0
HF SINCLAIR CORP COM 403949100 6,891,582 209,598 SH SOLE 209,598 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 5,142,881 188,246 SH SOLE 188,246 0 0
ISHARES ETHEREUM TR SHS 46438R105 1,455,246 105,300 SH SOLE 105,300 0 0
META PLATFORMS INC CL A 30303M102 11,333,543 19,664 SH SOLE 19,664 0 0
NASDAQ INC COM 631103108 4,782,139 63,039 SH SOLE 63,039 0 0
NUTRIEN LTD COM 67077M108 1,539,770 31,000 SH SOLE 31,000 0 0
ONEOK INC NEW COM 682680103 11,707,762 117,998 SH SOLE 117,998 0 0
PAYPAL HLDGS INC COM 70450Y103 7,073,035 108,399 SH SOLE 108,399 0 0
QORVO INC COM 74736K101 3,951,703 54,574 SH SOLE 54,574 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 4,661,181 203,545 SH SOLE 203,545 0 0
RINGCENTRAL INC CL A 76680R206 3,466,400 140,000 SH SOLE 140,000 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 26,336,781 439,826 SH SOLE 439,826 0 0
SYNOPSYS INC COM 871607107 11,450,295 26,700 SH SOLE 26,700 0 0
WILLIAMS COS INC COM 969457100 25,988,548 434,882 SH SOLE 434,882 0 0