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
Estimated average burden
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
ALPHABET INC CAP STK CL A 02079K305   157,500,475 1,127,500 SH   SOLE   1,127,500 0 0
ALTUS POWER INC COM CL A 02217A102   6,933,816 1,015,200 SH   SOLE   1,015,200 0 0
AMAZON COM INC COM 023135106   77,762,892 511,800 SH   SOLE   511,800 0 0
APPLOVIN CORP COM CL A 03831W108   86,821,195 2,178,700 SH   SOLE   2,178,700 0 0
BRUNSWICK CORP COM 117043109   175,359,375 1,812,500 SH   SOLE   1,812,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208   121,067,532 709,200 SH   SOLE   709,200 0 0
DEXCOM INC COM 252131107   37,425,544 301,600 SH   SOLE   301,600 0 0
EQUIFAX INC COM 294429105   198,351,309 802,100 SH   SOLE   802,100 0 0
FAIR ISAAC CORP COM 303250104   303,565,660 260,793 SH   SOLE   260,793 0 0
FISERV INC COM 337738108   143,334,360 1,079,000 SH   SOLE   1,079,000 0 0
HOWMET AEROSPACE INC COM 443201108   308,532,708 5,700,900 SH   SOLE   5,700,900 0 0
INTEL CORP COM 458140100   49,963,575 994,300 SH   SOLE   994,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   111,040,578 864,600 SH   SOLE   864,600 0 0
META PLATFORMS INC CL A 30303M102   71,393,732 201,700 SH   SOLE   201,700 0 0
MICROSOFT CORP COM 594918104   198,060,268 526,700 SH   SOLE   526,700 0 0
NET POWER INC COM CL A 64107A105   18,698,130 1,851,300 SH   SOLE   1,851,300 0 0
NET POWER INC *W EXP 06/08/2026 64107A113   1,208,240 549,200 SH   SOLE   549,200 0 0
PROGRESSIVE CORP COM 743315103   97,367,864 611,300 SH   SOLE   611,300 0 0
SALESFORCE INC COM 79466L302   155,147,344 589,600 SH   SOLE   589,600 0 0
STANLEY BLACK & DECKER INC COM 854502101   59,919,480 610,800 SH   SOLE   610,800 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   28,693,600 275,900 SH   SOLE   275,900 0 0
VISA INC COM CL A 92826C839   231,919,780 890,800 SH   SOLE   890,800 0 0