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 20,816,840 60,500 SH SOLE 60,500 0 0
AMAZON COM INC COM 023135106 29,493,630 118,377 SH SOLE 118,377 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 23,092,110 198,967 SH SOLE 198,967 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 22,236,808 609,896 SH SOLE 609,896 0 0
KKR & CO INC COM 48251W104 20,923,221 229,170 SH SOLE 229,170 0 0
MAGNITE INC COM 55955D100 29,261,942 1,158,430 SH SOLE 1,158,430 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,937,116 27,086 SH SOLE 27,086 0 0
META PLATFORMS INC CL A 30303M102 15,953,960 22,000 SH SOLE 22,000 0 0
MICRON TECHNOLOGY INC COM 595112103 12,781,320 12,000 SH SOLE 12,000 0 0
MOODYS CORP COM 615369105 13,623,900 30,000 SH SOLE 30,000 0 0
NVIDIA CORPORATION COM 67066G104 18,270,400 80,000 SH SOLE 80,000 0 0
SHIFT4 PMTS INC CL A 82452J109 16,319,398 451,186 SH SOLE 451,186 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 33,758,060 74,000 SH SOLE 74,000 0 0
TOAST INC CL A 888787108 11,596,000 400,000 SH SOLE 400,000 0 0
TRANSDIGM GROUP INC COM 893641100 14,779,655 13,652 SH SOLE 13,652 0 0