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

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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
BLOCK H & R INC COM 093671105 2,018,240 53,000 SH SOLE 53,000 0 0
CARMAX INC COM 143130102 50,192,610 949,000 SH SOLE 949,000 0 0
CHECK POINT SOFTWARE TECHNOLOGY LT ORD M22465104 21,028,800 160,000 SH SOLE 160,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,676,320 48,000 SH SOLE 48,000 0 0
MICROSOFT CORP COM 594918104 30,960,660 83,000 SH SOLE 83,000 0 0
MOODYS CORP COM 615369105 54,350,400 120,000 SH SOLE 120,000 0 0
RTX CORPORATION COM 75513E101 31,305,450 165,000 SH SOLE 165,000 0 0