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
AMAZON COM INC COM 023135106 17,096,128 71,730 SH SOLE 71,730 0 0
API GROUP CORP COM STK 00187Y100 12,587,352 297,222 SH SOLE 297,222 0 0
AMPHENOL CORP CL A 032095101 11,225,413 63,665 SH SOLE 63,665 0 0
GE AEROSPACE COM NEW 369604301 10,955,895 29,315 SH SOLE 29,315 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 26,436,800 80,000 SH SOLE 80,000 0 0
LINDE PLC SHS G54950103 17,829,222 34,357 SH SOLE 34,357 0 0
MEDLINE INC COM CL A 58507V107 5,900,145 149,598 SH SOLE 149,598 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,684,532 9,857 SH SOLE 9,857 0 0
NVIDIA CORPORATION COM 67066G104 17,079,482 85,359 SH SOLE 85,359 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 15,045,388 163,377 SH SOLE 163,377 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 9,962,660 10,324 SH SOLE 10,324 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 25,788,780 54,000 SH SOLE 54,000 0 0