The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 |
| Apple Inc | COM | 037833100 | 12,008,074 | 47,315 | SH | SOLE | 47,315 | 0 | 0 | ||
| Amazon.com Inc | COM | 023135106 | 57,116,173 | 274,241 | SH | SOLE | 274,241 | 0 | 0 | ||
| Broadcom Inc | COM | 11135F101 | 27,824,949 | 89,900 | SH | SOLE | 89,900 | 0 | 0 | ||
| Cadence Design Systems Inc | COM | 127387108 | 21,525,477 | 77,466 | SH | SOLE | 77,466 | 0 | 0 | ||
| Fair Isaac Corp | COM | 303250104 | 25,923,074 | 24,283 | SH | SOLE | 24,283 | 0 | 0 | ||
| Libety Media Corp-Liberty Formula one | COM LBTY ONE S C | 531229755 | 15,762,453 | 185,397 | SH | SOLE | 185,397 | 0 | 0 | ||
| Mastercard Inc | CL A | 57636Q104 | 29,006,762 | 58,053 | SH | SOLE | 58,053 | 0 | 0 | ||
| Meta Platforms Inc | CL A | 30303M102 | 24,670,246 | 43,120 | SH | SOLE | 43,120 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 45,411,345 | 122,677 | SH | SOLE | 122,677 | 0 | 0 | ||
| NVIDIA Corp | COM | 67066G104 | 43,928,918 | 251,886 | SH | SOLE | 251,886 | 0 | 0 | ||
| S&P Global Inc | COM | 78409V104 | 27,913,788 | 65,627 | SH | SOLE | 65,627 | 0 | 0 | ||
| TransDigm Group Inc | COM | 893641100 | 23,976,564 | 20,688 | SH | SOLE | 20,688 | 0 | 0 | ||
| Tyler Technologies Inc | COM | 902252105 | 11,229,379 | 32,798 | SH | SOLE | 32,798 | 0 | 0 | ||
| Walmart Inc | COM | 931142103 | 31,329,000 | 252,084 | SH | SOLE | 252,084 | 0 | 0 | ||