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 | 29,856,385 | 84,500 | SH | SOLE | 84,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 41,709,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ASML HOLDING N.V. NEW YORK REGISTRY SHAR | N Y REGISTRY SHS | N07059210 | 16,611,824 | 8,350 | SH | SOLE | 8,350 | 0 | 0 | ||
| BBB FOODS INC | CL A | G0896C103 | 15,834,600 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| ENSIGN GROUP, INC. (THE) CMN | COM | 29358P101 | 36,869,000 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| FERGUSON ENTERPRISES INC | COMN STOCK NEW | 31488V107 | 18,037,080 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
| LOUISIANA PACIF | COM | 546347105 | 25,171,200 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 23,799,003 | 42,250 | SH | SOLE | 42,250 | 0 | 0 | ||
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | 16,832,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS | Sponsored ADS | 874039100 | 88,350,450 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 17,582,928 | 13,200 | SH | SOLE | 13,200 | 0 | 0 | ||