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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 17,701,833 | 50,100 | SH | SOLE | 50,100 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 47,219,200 | 1,140,000 | SH | SOLE | 1,140,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 34,378,500 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGY LT | ORD | M22465104 | 23,657,400 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 27,818,000 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| RTX CORPORATION | COM | 75513E101 | 14,229,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||