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 96,342,400 280,000 SH SOLE 280,000 0 0
AMAZON COM INC COM 023135106 59,796,000 240,000 SH SOLE 240,000 0 0
APPLE INC COM 037833100 83,921,040 252,000 SH SOLE 252,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 88,037,560 176,800 SH SOLE 176,800 0 0
BLACKSTONE INC COM 09260D107 21,297,100 190,000 SH SOLE 190,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 10,618,850 55,000 SH SOLE 55,000 0 0
CLOUDFLARE INC CL A COM 18915M107 13,891,200 40,000 SH SOLE 40,000 0 0
DEERE & CO COM 244199105 16,117,200 24,000 SH SOLE 24,000 0 0
ELI LILLY & CO COM 532457108 13,884,960 12,000 SH SOLE 12,000 0 0
EQUINIX INC COM 29444U700 11,633,170 11,500 SH SOLE 11,500 0 0
GE AEROSPACE COM NEW 369604301 16,239,080 52,000 SH SOLE 52,000 0 0
GE VERNOVA INC COM 36828A101 10,455,390 11,000 SH SOLE 11,000 0 0
HCA HEALTHCARE INC COM 40412C101 14,935,900 35,000 SH SOLE 35,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 16,160,496 50,800 SH SOLE 50,800 0 0
HYATT HOTELS CORP COM CL A 448579102 13,001,920 82,000 SH SOLE 82,000 0 0
JPMORGAN CHASE & CO COM 46625H100 26,466,400 80,000 SH SOLE 80,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 14,559,800 86,000 SH SOLE 86,000 0 0
LOCKHEED MARTIN CORP COM 539830109 12,731,250 25,000 SH SOLE 25,000 0 0
LOWES COS INC COM 548661107 22,114,800 120,000 SH SOLE 120,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 36,672,755 66,500 SH SOLE 66,500 0 0
META PLATFORMS INC CL A 30303M102 36,259,000 50,000 SH SOLE 50,000 0 0
MICRON TECHNOLOGY INC COM 595112103 9,905,523 9,300 SH SOLE 9,300 0 0
MICROSOFT CORP COM 594918104 52,315,800 102,000 SH SOLE 102,000 0 0
NETFLIX INC. COM 64110L106 12,872,300 185,000 SH SOLE 185,000 0 0
NVIDIA CORPORATION COM 67066G104 18,042,020 79,000 SH SOLE 79,000 0 0
NVR INC COM 62944T105 23,177,433 3,766 SH SOLE 3,766 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 18,705,000 100,000 SH SOLE 100,000 0 0
RTX CORPORATION COM 75513E101 18,750,650 101,000 SH SOLE 101,000 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 14,820,960 88,000 SH SOLE 88,000 0 0
SERVICENOW INC COM 81762P102 8,040,600 60,000 SH SOLE 60,000 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 6,336,120 42,000 SH SOLE 42,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 53,384,100 70,000 SH SOLE 70,000 0 0
TRANSDIGM GROUP INC COM 893641100 18,728,980 17,300 SH SOLE 17,300 0 0
UBER TECHNOLOGIES INC COM 90353T100 11,441,170 167,000 SH SOLE 167,000 0 0
UNION PAC CORP COM 907818108 20,409,750 75,000 SH SOLE 75,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 9,985,500 90,000 SH SOLE 90,000 0 0
VISA INC COM CL A 92826C839 35,573,670 99,000 SH SOLE 99,000 0 0