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
ADOBE INC COM 00724F101   14,449,055 24,219 SH   SOLE   24,219 0 0
AMAZON COM INC COM 023135106   10,301,532 67,800 SH   SOLE   67,800 0 0
APPLE INC COM 037833100   11,879,101 61,700 SH   SOLE   61,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,570,931 7,360 SH   SOLE   7,360 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   12,550,750 61,000 SH   SOLE   61,000 0 0
CALLON PETE CO DEL COM 13123X508   1,139,314 35,164 SH   SOLE   35,164 0 0
CARLISLE COS INC COM 142339100   7,106,533 22,746 SH   SOLE   22,746 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   1,784,812 10,737 SH   SOLE   10,737 0 0
DOLLAR GEN CORP NEW COM 256677105   8,476,483 62,350 SH   SOLE   62,350 0 0
ETSY INC COM 29786A106   2,828,645 34,900 SH   SOLE   34,900 0 0
MASTERCARD INCORPORATED CL A 57636Q104   8,176,197 19,170 SH   SOLE   19,170 0 0
META PLATFORMS INC CL A 30303M102   9,592,316 27,100 SH Call SOLE   27,100 0 0
MOODYS CORP COM 615369105   7,502,267 19,209 SH   SOLE   19,209 0 0
NVR INC COM 62944T105   9,100,585 1,300 SH   SOLE   1,300 0 0
PAYCOM SOFTWARE INC COM 70432V102   8,399,034 40,630 SH   SOLE   40,630 0 0
POOL CORP COM 73278L105   6,421,225 16,105 SH   SOLE   16,105 0 0
SCHWAB CHARLES CORP COM 808513105   13,477,920 195,900 SH   SOLE   195,900 0 0
SERVICENOW INC COM 81762P102   10,562,026 14,950 SH   SOLE   14,950 0 0
THE TRADE DESK INC COM CL A 88339J105   6,188,560 86,000 SH   SOLE   86,000 0 0
VEEVA SYS INC CL A COM 922475108   6,256,900 32,500 SH   SOLE   32,500 0 0
VISA INC COM CL A 92826C839   14,892,020 57,200 SH   SOLE   57,200 0 0
ZOETIS INC CL A 98978V103   5,605,308 28,400 SH   SOLE   28,400 0 0