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
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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
ACADIAN ASSET MANAGEMENT INC COM 10948W103 54,912,555 767,793 SH SOLE 767,793 0 0
AERCAP HOLDINGS NV SHS N00985106 99,999,832 685,964 SH SOLE 685,964 0 0
AMAZON COM INC COM 023135106 67,423,049 282,886 SH SOLE 282,886 0 0
CAPITAL ONE FINL CORP COM 14040H105 173,830,409 866,466 SH SOLE 866,466 0 0
COMPASS INC CL A 20464U100 69,090,871 5,603,477 SH SOLE 5,603,477 0 0
COUPANG INC CL A 22266T109 42,191,730 2,429,000 SH SOLE 2,429,000 0 0
FORD MTR CO COM 345370860 101,469,347 7,299,953 SH SOLE 7,299,953 0 0
INTEL CORP COM 458140100 75,124,431 538,025 SH SOLE 538,025 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 229,653,360 1,571,784 SH SOLE 1,571,784 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 94,478,967 993,052 SH SOLE 993,052 0 0
LITTELFUSE INC COM 537008104 92,321,800 202,758 SH SOLE 202,758 0 0
LOUISIANA PAC CORP COM 546347105 121,725,563 1,547,490 SH SOLE 1,547,490 0 0
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 25,399,460 314,000 SH SOLE 314,000 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 187,664,906 467,014 SH SOLE 467,014 0 0
META PLATFORMS INC CL A 30303M102 75,107,962 133,338 SH SOLE 133,338 0 0
NVIDIA CORPORATION COM 67066G104 110,737,209 553,437 SH SOLE 553,437 0 0
SCHWAB CHARLES CORP COM 808513105 43,514,532 471,600 SH SOLE 471,600 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 168,802,256 2,153,090 SH SOLE 2,153,090 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 41,694,624 244,028 SH SOLE 244,028 0 0
UNION PAC CORP COM 907818108 123,783,120 455,085 SH SOLE 455,085 0 0
US FOODS HLDG CORP COM 912008109 220,767,157 2,159,092 SH SOLE 2,159,092 0 0
VISA INC COM CL A 92826C839 274,095,287 798,902 SH SOLE 798,902 0 0
VULCAN MATLS CO COM 929160109 184,176,218 624,305 SH SOLE 624,305 0 0
WOLFSPEED INC COMMON STOCK 97785W106 39,149,664 811,392 SH SOLE 811,392 0 0