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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 11,265,588 | 19,393 | SH | SOLE | 19,393 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 16,651,383 | 47,127 | SH | SOLE | 47,127 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 16,329,627 | 68,514 | SH | SOLE | 68,514 | 0 | 0 | ||
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 14,164,813 | 7,120 | SH | SOLE | 7,120 | 0 | 0 | ||
| FERROVIAL NV | ORD SHS | N3168P101 | 411,660 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| GE AEROSPACE | COM NEW | 369604301 | 2,745,047 | 7,345 | SH | SOLE | 7,345 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 9,201,782 | 105,719 | SH | SOLE | 105,719 | 0 | 0 | ||
| LPL FINL HLDGS INC | COM | 50212V100 | 1,690,643 | 6,002 | SH | SOLE | 6,002 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 8,622,830 | 16,789 | SH | SOLE | 16,789 | 0 | 0 | ||
| MEDLINE INC | COM CL A | 58507V107 | 1,886,534 | 47,833 | SH | SOLE | 47,833 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,343,818 | 11,645 | SH | SOLE | 11,645 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 14,191,470 | 29,716 | SH | SOLE | 29,716 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 8,654,102 | 25,224 | SH | SOLE | 25,224 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 3,819,199 | 12,946 | SH | SOLE | 12,946 | 0 | 0 | ||