<?xml version="1.0" ?>
<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable">
	<proxyTable>
		<issuerName>COPART, INC.</issuerName>
		<cusip>217204106</cusip>
		<meetingDate>12/05/2025</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>245000</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>245000</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>AUTOZONE, INC.</issuerName>
		<cusip>053332102</cusip>
		<meetingDate>12/17/2025</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>2500</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>2500</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>PULTEGROUP, INC.</issuerName>
		<cusip>745867101</cusip>
		<meetingDate>04/29/2026</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>129750</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>129750</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>QXO, INC.</issuerName>
		<cusip>82846H405</cusip>
		<meetingDate>05/05/2026</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>921290</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>921290</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>BROWN &amp; BROWN, INC.</issuerName>
		<cusip>115236101</cusip>
		<meetingDate>05/06/2026</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>186000</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>186000</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>HILTON WORLDWIDE HOLDINGS INC.</issuerName>
		<cusip>43300A203</cusip>
		<meetingDate>05/14/2026</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>36000</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>36000</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>AMAZON.COM, INC.</issuerName>
		<cusip>023135106</cusip>
		<meetingDate>05/20/2026</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>64000</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>64000</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>S&amp;P GLOBAL INC.</issuerName>
		<cusip>78409V104</cusip>
		<meetingDate>05/20/2026</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>46500</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>46500</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>KKR &amp; CO. INC.</issuerName>
		<cusip>48251W104</cusip>
		<meetingDate>05/21/2026</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>147000</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>147000</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>BOOKING HOLDINGS INC.</issuerName>
		<cusip>09857L108</cusip>
		<meetingDate>06/02/2026</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>79375</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>79375</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>MASTERCARD INCORPORATED</issuerName>
		<cusip>57636Q104</cusip>
		<meetingDate>06/16/2026</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>36000</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>36000</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>QXO, INC.</issuerName>
		<cusip>82846H405</cusip>
		<meetingDate>06/29/2026</meetingDate>
		<voteDescription>Vote to approve matters related to the compensation of company executives</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>889423</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>889423</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
</proxyVoteTable>
