The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 22,852,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 52,653,600 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | |||
| API GROUP CORP | COM STK | 00187Y100 | 26,977,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| CRANE COMPANY | COMMON STOCK | 224408104 | 57,665,000 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 25,720,200 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| FERRARI N V | COM | N3167Y103 | 44,608,200 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| GE AEROSPACE | COM NEW | 369604301 | 33,358,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 46,050,200 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| HEICO CORP NEW | COM | 422806109 | 25,675,920 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 34,602,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| HONEYWELL INTL INC | COM | 438516106 | 1,129,450 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| HUT 8 CORP | COM | 44812J104 | 4,610,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 26,500,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| LENNAR CORP | CL A | 526057104 | 17,046,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 4,532,500 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| LOAR HOLDINGS INC | COM SHS | 53947R105 | 36,215,900 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | |||
| MAPLEBEAR INC | COM | 565394103 | 68,233,071 | 1,647,346 | SH | SOLE | 1,647,346 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 50,254,750 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 23,420,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 21,075,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| MOODYS CORP | COM | 615369105 | 23,668,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 32,087,520 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | |||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 13,043,800 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 13,291,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 15,284,737 | 98,988 | SH | SOLE | 98,988 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 40,264,200 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 48,781,200 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 20,276,480 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | |||
| XPO INC | COM | 983793100 | 43,541,800 | 332,000 | SH | SOLE | 332,000 | 0 | 0 | |||