The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALPHABET INC | Class A | 02079K305 | 78,422,350 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| AMAZON COM INC | Common | 023135106 | 57,041,400 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | Common | 025816109 | 47,847,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ANALOG DEVICES INC | Common | 032654105 | 88,067,400 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| AON PLC | Class A | G0403H108 | 35,676,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BRADY CORP | Class A | 104674106 | 13,594,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | Common | 14040H105 | 71,274,600 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| COHERENT CORP | Common | 19247G107 | 17,842,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | Common | 363576109 | 33,612,600 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| HESS CORP | Common | 42809H107 | 34,635,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| JOHNSON & JOHNSON | Common | 478160104 | 13,747,500 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO. | Common | 46625H100 | 43,486,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | Common | 49338L103 | 32,772,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MEDTRONIC PLC | Common | G5960L103 | 15,254,750 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| MERCADOLIBRE INC | Common | 58733R102 | 33,977,190 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| MERCK & CO INC | Common | 58933Y105 | 11,874,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| META PLATFORMS INC | Class A | 30303M102 | 73,809,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICROSOFT CORP | Common | 594918104 | 39,792,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | Common | 620076307 | 58,864,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| NIKE INC | Common | 654106103 | 28,416,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| PROGRESSIVE CORP | Common | 743315103 | 106,744,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| RAYONIER INC | Common | 754907103 | 26,648,694 | 1,201,474 | SH | SOLE | 1,201,474 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | Common | 776696106 | 28,342,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | Common | 808513105 | 72,992,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| TELEDYNE TECHNOLOGIES INC | common | 879360105 | 35,861,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| VISA INC | Common Class A | 92826C839 | 26,628,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| WILLSCOT HLDGS CORP | Common | 971378104 | 6,165,000 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||