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 | CAP STK CL C | 02079K107 | 18,625,950 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 23,474,730 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 14,106,474 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 28,883,950 | 467,000 | SH | SOLE | 467,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 12,071,220 | 246,000 | SH | SOLE | 246,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 11,652,375 | 43,750 | SH | SOLE | 43,750 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 20,420,105 | 153,500 | SH | SOLE | 153,500 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 10,150,553 | 45,750 | SH | SOLE | 45,750 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 16,998,685 | 30,250 | SH | SOLE | 30,250 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 8,074,360 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 17,506,360 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 18,191,505 | 34,500 | SH | SOLE | 34,500 | 0 | 0 | ||