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
ALPHABET INC CAP STK CL A 02079K305 100,063,600 280,000 SH SOLE 280,000 0 0
AMAZON COM INC COM 023135106 57,201,600 240,000 SH SOLE 240,000 0 0
APPLE INC COM 037833100 72,918,720 252,000 SH SOLE 252,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 88,468,952 176,800 SH SOLE 176,800 0 0
BLACKSTONE INC COM 09260D107 22,357,300 190,000 SH SOLE 190,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 9,429,140 47,000 SH SOLE 47,000 0 0
CLOUDFLARE INC CL A COM 18915M107 9,811,200 40,000 SH SOLE 40,000 0 0
DEERE & CO COM 244199105 14,589,590 23,000 SH SOLE 23,000 0 0
ELI LILLY & CO COM 532457108 14,393,160 12,000 SH SOLE 12,000 0 0
EQUINIX INC COM 29444U700 12,508,680 12,000 SH SOLE 12,000 0 0
GE AEROSPACE COM NEW 369604301 17,565,310 47,000 SH SOLE 47,000 0 0
GE VERNOVA INC COM 36828A101 12,923,460 11,000 SH SOLE 11,000 0 0
HCA HEALTHCARE INC COM 40412C101 12,086,590 31,000 SH SOLE 31,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 16,787,368 50,800 SH SOLE 50,800 0 0
HYATT HOTELS CORP COM CL A 448579102 15,894,880 82,000 SH SOLE 82,000 0 0
JPMORGAN CHASE & CO COM 46625H100 26,186,400 80,000 SH SOLE 80,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 15,747,460 86,000 SH SOLE 86,000 0 0
LOCKHEED MARTIN CORP COM 539830109 12,736,500 25,000 SH SOLE 25,000 0 0
LOWES COS INC COM 548661107 26,458,800 120,000 SH SOLE 120,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 34,154,400 66,500 SH SOLE 66,500 0 0
META PLATFORMS INC CL A 30303M102 28,164,500 50,000 SH SOLE 50,000 0 0
MICROSOFT CORP COM 594918104 38,048,040 102,000 SH SOLE 102,000 0 0
NETFLIX INC. COM 64110L106 14,672,700 205,500 SH SOLE 205,500 0 0
NISOURCE INC COM 65473P105 12,125,250 255,000 SH SOLE 255,000 0 0
NVIDIA CORPORATION COM 67066G104 14,406,480 72,000 SH SOLE 72,000 0 0
NVR INC COM 62944T105 25,659,264 3,766 SH SOLE 3,766 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 11,667,000 100,000 SH SOLE 100,000 0 0
QXO INC COM NEW 82846H405 8,467,200 490,000 SH SOLE 490,000 0 0
RTX CORPORATION COM 75513E101 19,162,730 101,000 SH SOLE 101,000 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 12,692,800 80,000 SH SOLE 80,000 0 0
SERVICENOW INC COM 81762P102 5,956,800 60,000 SH SOLE 60,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 52,273,900 70,000 SH SOLE 70,000 0 0
TRANSDIGM GROUP INC COM 893641100 23,044,292 17,300 SH SOLE 17,300 0 0
UBER TECHNOLOGIES INC COM 90353T100 12,959,936 179,600 SH SOLE 179,600 0 0
UNION PAC CORP COM 907818108 20,400,000 75,000 SH SOLE 75,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 10,879,200 80,000 SH SOLE 80,000 0 0
VISA INC COM CL A 92826C839 33,965,910 99,000 SH SOLE 99,000 0 0