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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV SHS N00985106   3,875,850 40,500 SH   SOLE   40,500 0 0
AMAZON COM INC COM 023135106   2,484,372,360 11,324,000 SH   SOLE   11,324,000 0 0
APPLE INC COM 037833100   31,177,290 124,500 SH   SOLE   124,500 0 0
APPLIED MATLS INC COM 038222105   45,861,660 282,000 SH   SOLE   282,000 0 0
AXON ENTERPRISE INC COM 05464C101   1,901,824 3,200 SH   SOLE   3,200 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   83,514,980 1,154,000 SH   SOLE   1,154,000 0 0
CASEYS GEN STORES INC COM 147528103   66,764,755 168,500 SH   SOLE   168,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   7,145,550 118,500 SH   SOLE   118,500 0 0
COMFORT SYS USA INC COM 199908104   712,421 1,680 SH   SOLE   1,680 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,031,588 4,400 SH   SOLE   4,400 0 0
COUPANG INC CL A 22266T109   23,254,840 1,058,000 SH   SOLE   1,058,000 0 0
DANAHER CORPORATION COM 235851102   39,482,600 172,000 SH   SOLE   172,000 0 0
DEERE & CO COM 244199105   2,711,680 6,400 SH   SOLE   6,400 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   36,102,560 208,000 SH   SOLE   208,000 0 0
FERROVIAL SE ORD SHS N3168P101   10,591,560 252,000 SH   SOLE   252,000 0 0
GE AEROSPACE COM NEW 369604301   239,844,020 1,438,000 SH   SOLE   1,438,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   32,679,240 418,000 SH   SOLE   418,000 0 0
GRINDR INC COM 39854F101   10,561,280 592,000 SH   SOLE   592,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   108,750,400 440,000 SH   SOLE   440,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,503,368 16,800 SH   SOLE   16,800 0 0
KLA CORP COM NEW 482480100   53,434,176 84,800 SH   SOLE   84,800 0 0
LAM RESEARCH CORP COM NEW 512807306   39,148,660 542,000 SH   SOLE   542,000 0 0
LOAR HOLDINGS INC COM SHS 53947R105   1,552,110 21,000 SH   SOLE   21,000 0 0
LOUISIANA PAC CORP COM 546347105   4,193,775 40,500 SH   SOLE   40,500 0 0
MARTIN MARIETTA MATLS INC COM 573284106   132,482,250 256,500 SH   SOLE   256,500 0 0
MERCADOLIBRE INC COM 58733R102   12,243,168 7,200 SH   SOLE   7,200 0 0
META PLATFORMS INC CL A 30303M102   44,615,862 76,200 SH   SOLE   76,200 0 0
MICROSOFT CORP COM 594918104   283,248,000 672,000 SH   SOLE   672,000 0 0
MOODYS CORP COM 615369105   86,153,340 182,000 SH   SOLE   182,000 0 0
NETFLIX INC COM 64110L106   748,709 840 SH   SOLE   840 0 0
NEWS CORP NEW CL A 65249B109   1,795,608 65,200 SH   SOLE   65,200 0 0
ONTO INNOVATION INC COM 683344105   2,100,042 12,600 SH   SOLE   12,600 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   57,386,050 1,865,000 SH   SOLE   1,865,000 0 0
PROCTER AND GAMBLE CO COM 742718109   18,106,200 108,000 SH   SOLE   108,000 0 0
S&P GLOBAL INC COM 78409V104   90,641,460 182,000 SH   SOLE   182,000 0 0
SHERWIN WILLIAMS CO COM 824348106   27,364,365 80,500 SH   SOLE   80,500 0 0
STERIS PLC SHS USD G8473T100   6,084,576 29,600 SH   SOLE   29,600 0 0
SYNOPSYS INC COM 871607107   15,337,376 31,600 SH   SOLE   31,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   140,612,880 712,000 SH   SOLE   712,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   55,404,495 106,500 SH   SOLE   106,500 0 0
TRANSDIGM GROUP INC COM 893641100   133,064,400 105,000 SH   SOLE   105,000 0 0
UNION PAC CORP COM 907818108   95,776,800 420,000 SH   SOLE   420,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   3,932,550 40,500 SH   SOLE   40,500 0 0
VISA INC COM CL A 92826C839   32,236,080 102,000 SH   SOLE   102,000 0 0
VULCAN MATLS CO COM 929160109   110,094,440 428,000 SH   SOLE   428,000 0 0
WALMART INC COM 931142103   2,276,820 25,200 SH   SOLE   25,200 0 0
WASTE CONNECTIONS INC COM 94106B101   111,183,840 648,000 SH   SOLE   648,000 0 0