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
ALPHABET INC CAP STK CL A 02079K305 17,118,023 47,900 SH SOLE 47,900 0 0
AMAZON COM INC COM 023135106 38,611,080 162,000 SH SOLE 162,000 0 0
ANTERO RESOURCES CORP COM 03674X106 16,867,200 480,000 SH SOLE 480,000 0 0
ECHOSTAR CORP CL A 278768106 27,593,892 271,861 SH SOLE 271,861 0 0
EXPAND ENERGY CORPORATION COM 165167735 17,873,240 196,000 SH SOLE 196,000 0 0
FLOWSERVE CORP COM 34354P105 15,573,600 210,000 SH SOLE 210,000 0 0
GE VERNOVA INC COM 36828A101 18,210,330 15,500 SH SOLE 15,500 0 0
GRAB HOLDINGS LIMITED *W EXP 99/99/999 G4124C117 3,568 80,000 SH SOLE 80,000 0 0
MICROSOFT CORP COM 594918104 37,302,000 100,000 SH SOLE 100,000 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 24,562,850 689,000 SH SOLE 689,000 0 0
QXO INC COM NEW 82846H405 8,501,760 492,000 SH SOLE 492,000 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 42,350,800 478,000 SH SOLE 478,000 0 0
TRANSDIGM GROUP INC COM 893641100 22,339,643 16,771 SH SOLE 16,771 0 0
VALMONT INDS INC COM 920253101 17,328,000 30,000 SH SOLE 30,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 18,080,280 54,000 SH SOLE 54,000 0 0
VERSIGENT PLC ORDINARY SHARES G9600F104 12,618,880 300,378 SH SOLE 300,378 0 0