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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hours per response: 23.8
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
ADVANCED MICRO DEVICES INC COM 007903107   25,444,655 210,652 SH   SOLE   210,652 0 0
ALPHABET INC CAP STK CL C 02079K107   100,222,097 526,266 SH   SOLE   526,266 0 0
AMAZON COM INC COM 023135106   90,689,902 413,373 SH   SOLE   413,373 0 0
APPLIED MATLS INC COM 038222105   80,730,833 496,408 SH   SOLE   496,408 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   6,882,136 20,078 SH   SOLE   20,078 0 0
COMCAST CORP NEW CL A 20030N101   19,165,708 510,677 SH   SOLE   510,677 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   34,708,151 1,109,241 SH   SOLE   1,109,241 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   10,515,391 60,583 SH   SOLE   60,583 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   61,189,679 613,738 SH   SOLE   613,738 0 0
GE AEROSPACE COM NEW 369604301   186,197,184 1,116,357 SH   SOLE   1,116,357 0 0
JOHNSON CTLS INTL PLC SHS G51502105   74,326,487 941,676 SH   SOLE   941,676 0 0
KKR & CO INC COM 48251W104   38,299,224 258,936 SH   SOLE   258,936 0 0
MICROSOFT CORP COM 594918104   111,832,380 265,320 SH   SOLE   265,320 0 0
NVIDIA CORPORATION COM 67066G104   69,652,731 518,674 SH   SOLE   518,674 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   193,115,515 2,577,279 SH   SOLE   2,577,279 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   243,522,500 3,250,000 SH Call SOLE   3,250,000 0 0
SALESFORCE INC COM 79466L302   149,909,894 448,389 SH   SOLE   448,389 0 0
SERVICETITAN INC SHS CL A 81764X103   5,143,500 50,000 SH   SOLE   50,000 0 0
SHERWIN WILLIAMS CO COM 824348106   129,802,950 381,852 SH   SOLE   381,852 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   22,843,471 115,669 SH   SOLE   115,669 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   373,496,913 2,628,224 SH   SOLE   2,628,224 0 0
TOAST INC CL A 888787108   168,771,920 4,630,231 SH   SOLE   4,630,231 0 0
TRANSUNION COM 89400J107   176,869,820 1,907,775 SH   SOLE   1,907,775 0 0
VULCAN MATLS CO COM 929160109   156,495,131 608,386 SH   SOLE   608,386 0 0