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
ABBOTT LABORATORIES COM 002824100 11,160,229 108,700 SH Call SOLE 108,700 0 0
ABBOTT LABORATORIES COM 002824100 110,596,193 1,077,201 SH SOLE 715,469 0 361,732
ALPHABET INC CAP STK CL A 02079K305 149,034,719 518,273 SH SOLE 363,003 0 155,270
AMAZON COM INC COM 023135106 333,788,914 1,602,674 SH SOLE 1,115,946 0 486,728
APPLE INC COM 037833100 121,224,750 477,658 SH SOLE 334,618 0 143,040
BERKSHIRE HATHAWAY INC DEL CL A 084670108 16,517,220 23 SH SOLE 23 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,270,196 65,255 SH SOLE 39,131 0 26,124
CANADIAN PACIFIC KANSAS CITY COM 13646K108 50,911,121 647,230 SH SOLE 455,965 0 191,265
CSX CORP COM 126408103 117,765,125 2,868,822 SH SOLE 2,024,287 0 844,535
ELEMENT SOLUTIONS INC COM 28618M106 149,836,570 4,388,886 SH SOLE 3,050,181 0 1,338,705
ELI LILLY & CO COM 532457108 18,647,417 20,274 SH SOLE 14,169 0 6,105
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 150,409,642 2,113,089 SH SOLE 1,471,559 0 641,530
GPGI INC COM CL A 20459V105 234,214,909 13,696,778 SH SOLE 9,617,563 0 4,079,215
LINDE PLC SHS G54950103 231,272,566 466,501 SH SOLE 325,976 0 140,525
META PLATFORMS INC CL A 30303M102 172,488,676 301,485 SH SOLE 215,240 0 86,245
MICROSOFT CORP COM 594918104 193,208,251 521,945 SH SOLE 365,985 0 155,960
NVIDIA CORPORATION COM 67066G104 203,956,970 1,169,478 SH SOLE 795,728 0 373,750
PALANTIR TECHNOLOGIES INC CL A 69608A108 9,069,360 62,000 SH Put SOLE 62,000 0 0
PG&E CORP COM 69331C108 11,833,395 673,500 SH Call SOLE 673,500 0 0
PG&E CORP COM 69331C108 143,572,306 8,171,446 SH SOLE 5,560,270 0 2,611,176
RESIDEO TECHNOLOGIES INC COM 76118Y104 105,894,875 3,141,349 SH SOLE 2,185,537 0 955,812
RESOLUTE HLDGS MGMT INC COM 76134H101 86,569,359 533,391 SH SOLE 386,760 0 146,631
S&P GLOBAL INC COM 78409V104 158,981,905 373,776 SH SOLE 260,931 0 112,845
SHERWIN WILLIAMS CO COM 824348106 79,833,744 249,052 SH SOLE 173,817 0 75,235
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 243,877,500 375,000 SH Put SOLE 375,000 0 0
STERIS PLC SHS USD G8473T100 87,234,662 394,495 SH SOLE 276,700 0 117,795
SUNCOR ENERGY INC NEW COM 867224107 58,371,894 882,951 SH SOLE 719,426 0 163,525
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 252,517,480 747,204 SH SOLE 521,831 0 225,373
VERTIV HOLDINGS CO COM CL A 92537N108 134,544,639 536,933 SH SOLE 379,998 0 156,935
VISA INC COM CL A 92826C839 161,987,816 535,958 SH SOLE 373,835 0 162,123
WASTE MGMT INC DEL COM 94106L109 94,153,493 409,737 SH SOLE 283,432 0 126,305