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 A | 02079K305 | 1,720,400 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| AMPHENOL CORP | CL A | 032095101 | 1,728,150 | 20,500 | SH | SOLE | 20,500 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 1,510,236 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 1,511,564 | 16,366 | SH | SOLE | 16,366 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 1,754,545 | 4,996 | SH | SOLE | 4,996 | 0 | 0 | ||
| HUBBELL INC | COM | 443510607 | 1,700,093 | 3,748 | SH | SOLE | 3,748 | 0 | 0 | ||
| INTERDIGITAL INC | COM | 45867G101 | 1,304,280 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| MUELLER INDS INC | COM | 624756102 | 2,531,922 | 41,774 | SH | SOLE | 41,774 | 0 | 0 | ||
| NETFLIX INC. | COM | 64110L106 | 1,120,238 | 16,100 | SH | SOLE | 16,100 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 1,055,668 | 12,360 | SH | SOLE | 12,360 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 1,334,135 | 4,127 | SH | SOLE | 4,127 | 0 | 0 | ||
| TTM TECHNOLOGIES INC | COM | 87305R109 | 1,105,560 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| WW GRAINGER INC | COM | 384802104 | 1,820,055 | 1,461 | SH | SOLE | 1,461 | 0 | 0 | ||