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
AMAZON COM INC COM 023135106 17,575,192 73,740 SH SOLE 73,740 0 0
AMPHENOL CORP CL A 032095101 13,977,592 79,274 SH SOLE 79,274 0 0
APPLE INC COM 037833100 18,394,615 63,570 SH SOLE 63,570 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 27,364,747 13,755 SH SOLE 13,755 0 0
AXON ENTERPRISE INC COM 05464C101 10,315,224 18,400 SH SOLE 18,400 0 0
BLACKSTONE INC COM 09260D107 7,233,410 61,472 SH SOLE 61,472 0 0
GE AEROSPACE COM NEW 369604301 11,024,661 29,499 SH SOLE 29,499 0 0
GE VERNOVA INC COM 36828A101 22,411,629 19,076 SH SOLE 19,076 0 0
INVESCO QQQ TR TR UNIT 46090E953 19,882,800 27,000 SH Put SOLE 27,000 0 0
ISHARES TR ISHARES SEMICDTR 464287523 6,407,600 10,000 SH Put SOLE 10,000 0 0
LAM RESEARCH CORP COM NEW 512807306 28,292,116 65,290 SH SOLE 65,290 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 17,261,345 181,431 SH SOLE 181,431 0 0
LINDE PLC SHS G54950103 21,515,252 41,460 SH SOLE 41,460 0 0
META PLATFORMS INC CL A 30303M102 11,350,294 20,150 SH SOLE 20,150 0 0
MICROSOFT CORP COM 594918104 10,961,939 29,387 SH SOLE 29,387 0 0
MOODYS CORP COM 615369105 24,319,086 53,694 SH SOLE 53,694 0 0
QUANTA SVCS INC COM 74762E102 12,160,036 16,888 SH SOLE 16,888 0 0
RBC BEARINGS INC COM 75524B104 16,072,517 24,955 SH SOLE 24,955 0 0
SHERWIN WILLIAMS CO COM 824348106 6,392,645 18,566 SH SOLE 18,566 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 26,663,211 55,831 SH SOLE 55,831 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 15,006,411 30,553 SH SOLE 30,553 0 0
VISA INC COM CL A 92826C839 23,163,378 67,514 SH SOLE 67,514 0 0