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 | Class A | 02079K305 | 142,948,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| AMAZON COM INC | Common | 023135106 | 61,968,400 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | Common | 025816109 | 47,355,000 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| ANALOG DEVICES INC | Common | 032654105 | 139,009,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| BRADY CORP | Class A | 104674106 | 18,314,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | Common | 14040H105 | 70,217,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| CELLEBRITE DI LTD | Ordinary Shares | M2197Q107 | 18,980,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| CHEVRON CORPORATION | Common | 166764100 | 42,476,000 | 256,250 | SH | SOLE | 256,250 | 0 | 0 | ||
| EQUIFAX INC | Common | 294429105 | 23,014,400 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | Common | 363576109 | 58,540,350 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| JOHNSON & JOHNSON | Common | 478160104 | 17,777,900 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | Common | 46625H100 | 45,826,200 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | Common | 49338L103 | 70,014,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MEDTRONIC PLC | Common | G5960L103 | 19,557,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MERCADOLIBRE INC | Common | 58733R102 | 30,553,020 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| MERCK & CO INC | Common | 58933Y105 | 19,275,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| META PLATFORMS INC | Class A | 30303M102 | 50,696,100 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| MICROSOFT CORP | Common | 594918104 | 29,841,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | Common | 620076307 | 58,140,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| NIKE INC | Common | 654106103 | 20,525,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PROGRESSIVE CORP | Common | 743315103 | 87,380,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| RAYONIER INC | Common | 754907103 | 26,815,567 | 1,260,130 | SH | SOLE | 1,260,130 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | Common | 776696106 | 16,919,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | Common | 808513105 | 64,589,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| SUNBELT RENTALS HOLDINGS INC | Common | 866966104 | 37,405,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | ADR | 874039100 | 38,205,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| TELEDYNE TECHNOLOGIES INC | Common | 879360105 | 46,683,000 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TWFG INC | Class A | 87318A101 | 12,025,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| VISA INC | Common Class A | 92826C839 | 25,731,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||