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
API GROUP CORP COM STK 00187Y100 39,074,609 922,659 SH SOLE 922,659 0 0
AIRBNB INC COM CLA 009066101 509,007 3,557 SH SOLE 3,557 0 0
ALPHABET INC CAP STK CL A 02079K305 179,797,493 503,113 SH SOLE 503,113 0 0
AMAZON COM INC COM 023135106 23,834 100 SH SOLE 100 0 0
ARCH CAP GROUP LTD ORD G0450A105 29,764,905 306,665 SH SOLE 306,665 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 744,597 2,100 SH SOLE 2,100 0 0
AFLAC INC COM 001055102 70,918,897 604,852 SH SOLE 604,852 0 0
APPLIED MATLS INC COM 038222105 3,152,280 4,360 SH SOLE 4,360 0 0
ASTERA LABS INC COM 04626A103 3,477,744 7,200 SH SOLE 7,200 0 0
BLOCK INC CL A 852234103 8,574,928 112,828 SH SOLE 112,828 0 0
BROADCOM INC COM 11135F101 895,268 2,370 SH SOLE 2,370 0 0
COMFORT SYS USA INC COM 199908104 257,654 130 SH SOLE 130 0 0
CORNING INC COM 219350105 48,148,810 188,501 SH SOLE 188,501 0 0
DELL TECHNOLOGIES INC CL C 24703L202 195,020 452 SH SOLE 452 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 15,703 100 SH SOLE 100 0 0
DOORDASH INC CL A 25809K105 184,530 1,000 SH SOLE 1,000 0 0
DYCOM INDS INC COM 267475101 3,053,764 6,040 SH SOLE 6,040 0 0
EATON CORP PLC SHS G29183103 170,448 400 SH SOLE 400 0 0
FIGMA INC CLASS A COM STK 316841105 259,447 14,342 SH SOLE 14,342 0 0
FORTINET INC COM 34959E109 61,072,399 397,555 SH SOLE 397,555 0 0
GE AEROSPACE COM NEW 369604301 975,809 2,611 SH SOLE 2,611 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 123,110 1,000 SH SOLE 1,000 0 0
INTEL CORP COM 458140100 285,823 2,047 SH SOLE 2,047 0 0
KEYCORP COM 493267108 16,089 698 SH SOLE 698 0 0
LINDE PLC SHS G54950103 1,676,176 3,230 SH SOLE 3,230 0 0
LUMENTUM HLDGS INC COM 55024U109 85,806 100 SH SOLE 100 0 0
MICROSOFT CORP COM 594918104 675,166 1,810 SH SOLE 1,810 0 0
MONDELEZ INTL INC CL A 609207105 57,840 1,000 SH SOLE 1,000 0 0
NVIDIA CORPORATION COM 67066G104 145,866 729 SH SOLE 729 0 0
PHILIP MORRIS INTL INC COM 718172109 90,648,574 501,070 SH SOLE 501,070 0 0
PROGRESSIVE CORP COM 743315103 3,198,108 14,640 SH SOLE 14,640 0 0
QUALCOMM INC COM 747525103 591,328 3,200 SH SOLE 3,200 0 0
QUANTA SVCS INC COM 74762E102 129,782,890 180,244 SH SOLE 180,244 0 0
RTX CORPORATION COM 75513E101 94,116,515 496,055 SH SOLE 496,055 0 0
SANDISK CORP COM 80004C200 45,247,227 19,900 SH SOLE 19,900 0 0
SNOWFLAKE INC COM SHS 833445109 16,529,266 64,948 SH SOLE 64,948 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 81,099,505 169,817 SH SOLE 169,817 0 0
TESLA INC COM 88160R101 42,060 100 SH SOLE 100 0 0
VISA INC COM CL A 92826C839 95,177,283 277,412 SH SOLE 277,412 0 0
WINGSTOP INC COM 974155103 17,341 100 SH SOLE 100 0 0