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 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 35,095,500 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 34,074,001 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 74,745,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ASSURANT INC | COM | 04621X108 | 63,326,693 | 240,329 | SH | SOLE | 240,329 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 37,934,241 | 3,502,700 | SH | SOLE | 3,502,700 | 0 | 0 | ||
| CACI INTL INC | CL A | 127190304 | 71,593,572 | 117,538 | SH | SOLE | 117,538 | 0 | 0 | ||
| COLUMBUS MCKINNON CORP N Y | COM | 199333105 | 15,646,700 | 982,216 | SH | SOLE | 982,216 | 0 | 0 | ||
| COMFORT SYS USA INC | COM | 199908104 | 26,548,144 | 16,050 | SH | SOLE | 16,050 | 0 | 0 | ||
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 78,443,999 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| GRUPO CIBEST SA | SPON ADS | 40090E106 | 41,782,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 72,808,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 40,740,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MAGNITE INC | COM | 55955D100 | 48,416,878 | 1,916,741 | SH | SOLE | 1,916,741 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 112,965,200 | 220,248 | SH | SOLE | 220,248 | 0 | 0 | ||
| MKS INC. | COM | 55306N104 | 60,921,879 | 229,582 | SH | SOLE | 229,582 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 45,675,999 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ONTO INNOVATION INC | COM | 683344105 | 29,242,900 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| RB GLOBAL INC | COM | 74935Q107 | 61,042,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| REDDIT INC | CL A | 75734B100 | 22,790,399 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 27,102,400 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 68,152,001 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| SHARKNINJA INC | COM SHS | G8068L108 | 45,438,873 | 252,270 | SH | SOLE | 252,270 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 89,801,001 | 196,850 | SH | SOLE | 196,850 | 0 | 0 | ||
| TALEN ENERGY CORP | COM | 87422Q109 | 90,680,099 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 34,685,531 | 86,517 | SH | SOLE | 86,517 | 0 | 0 | ||
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | 53,916,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 35,586,559 | 126,189 | SH | SOLE | 126,189 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 35,933,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||