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 A | 02079K305 | 314,306,205 | 1,783,500 | SH | SOLE | 1,783,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 214,585,359 | 978,100 | SH | SOLE | 978,100 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 1,058,466,880 | 3,023,500 | SH | SOLE | 3,023,500 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 170,390,944 | 699,700 | SH | SOLE | 699,700 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 103,104,960 | 1,282,400 | SH | SOLE | 1,282,400 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 186,720,463 | 719,900 | SH | SOLE | 719,900 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 455,491,073 | 249,180 | SH | SOLE | 249,180 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 266,519,309 | 1,545,846 | SH | SOLE | 1,545,846 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 91,088,280 | 342,000 | SH | SOLE | 342,000 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 979,881,385 | 5,264,500 | SH | SOLE | 5,264,500 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 149,399,621 | 814,300 | SH | SOLE | 814,300 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 51,482,663 | 94,740 | SH | SOLE | 94,740 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 178,396,353 | 241,700 | SH | SOLE | 241,700 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 177,077,960 | 356,000 | SH | SOLE | 356,000 | 0 | 0 | ||
| NET POWER INC | *W EXP 06/08/2026 | 64107A113 | 159,192 | 482,400 | SH | SOLE | 482,400 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 105,089,468 | 393,800 | SH | SOLE | 393,800 | 0 | 0 | ||
| RB GLOBAL INC | COM | 74935Q107 | 43,994,517 | 414,300 | SH | SOLE | 414,300 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 64,245,764 | 235,600 | SH | SOLE | 235,600 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 257,311,472 | 1,608,800 | SH | SOLE | 1,608,800 | 0 | 0 | ||
| TRADEWEB MKTS INC | CL A | 892672106 | 32,222,640 | 220,100 | SH | SOLE | 220,100 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 300,336,795 | 845,900 | SH | SOLE | 845,900 | 0 | 0 | ||