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
HOME DEPOT COM 437076102 13,180,708 35,950 SH SOLE 35,950 0 0
MICROSOFT CORPORATION COM 594918104 37,084,900 74,556 SH SOLE 74,556 0 0
NVIDIA CORP COM 67066G104 27,881,601 176,477 SH SOLE 176,477 0 0
VISA INC-CLASS A SHARES COM 92826C839 20,129,560 56,695 SH SOLE 56,695 0 0
NORFOLK SOUTHERN COM 655844108 14,272,887 55,760 SH SOLE 55,760 0 0
META PLATFORMS INC COM 30303M102 38,385,847 52,007 SH SOLE 52,007 0 0
DANAHER CORP COM 235851102 19,181,332 97,101 SH SOLE 97,101 0 0
BLACKROCK FUNDING INC/DE COM 09290D101 22,004,871 20,972 SH SOLE 20,972 0 0
BLACKSTONE INC COM 09260D107 28,435,158 190,100 SH SOLE 190,100 0 0
AUTODESK INC COM 052769106 19,688,652 63,600 SH SOLE 63,600 0 0
APPLE INC COM 037833100 13,296,042 64,805 SH SOLE 64,805 0 0
ANALOG DEVICES COM 032654105 24,516,060 103,000 SH SOLE 103,000 0 0
NIKE INC CL B COM 654106103 12,365,364 174,062 SH SOLE 174,062 0 0
CROWN CASTLE INC COM 22822V101 9,091,605 88,500 SH SOLE 88,500 0 0
AMAZON.COM INC COM 023135106 23,592,762 107,538 SH SOLE 107,538 0 0
GOLDMAN SACHS COM 38141G104 17,464,439 24,676 SH SOLE 24,676 0 0
EQUINIX INC COM 29444U700 16,068,494 20,200 SH SOLE 20,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 15,730,380 168,600 SH SOLE 168,600 0 0
SERVICENOW COM 81762P102 18,094,208 17,600 SH SOLE 17,600 0 0