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 C | 02079K107 | 11,585,160 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 18,935,400 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 10,188,072 | 3,600 | SH | SOLE | 3,600 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 13,358,620 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 12,833,920 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
| BROWN & BROWN INC | COM | 115236101 | 15,057,525 | 247,250 | SH | SOLE | 247,250 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 12,385,120 | 454,000 | SH | SOLE | 454,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 5,885,220 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 13,055,900 | 143,000 | SH | SOLE | 143,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 20,183,802 | 36,600 | SH | SOLE | 36,600 | 0 | 0 | ||
| QXO INC | COM NEW | 82846H405 | 10,345,650 | 885,000 | SH | SOLE | 885,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 19,329,030 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 13,911,410 | 12,850 | SH | SOLE | 12,850 | 0 | 0 | ||