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 | 51,232,850 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 71,502,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| API GROUP CORP | COM STK | 00187Y100 | 31,762,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | 14,315,496 | 64,776 | SH | SOLE | 64,776 | 0 | 0 | ||
| CRANE COMPANY | COMMON STOCK | 224408104 | 79,189,850 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| DPC HOLDINGS PLC | ORDINARY SHARES | G2R11M108 | 39,248,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 39,090,450 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| GE AEROSPACE | COM NEW | 369604301 | 48,211,170 | 129,000 | SH | SOLE | 129,000 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 56,393,280 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| HEICO CORP NEW | COM | 422806109 | 28,495,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 39,655,200 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 21,716,480 | 249,500 | SH | SOLE | 249,500 | 0 | 0 | ||
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | 26,180,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | 58,444,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| LOAR HOLDINGS INC | COM SHS | 53947R105 | 55,620,900 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 34,602,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 16,391,739 | 29,100 | SH | SOLE | 29,100 | 0 | 0 | ||
| NETFLIX INC. | COM | 64110L106 | 12,138,000 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 1,841,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| RBC BEARINGS INC | COM | 75524B104 | 51,524,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 10,329,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 17,086,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 18,365,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 58,745,300 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 35,360,000 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| WOODWARD INC | COM | 980745103 | 51,052,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| XPO INC | COM | 983793100 | 71,872,029 | 350,100 | SH | SOLE | 350,100 | 0 | 0 | ||