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 SYSTEMS INCORPORATED COM 00724F101   46,207,138 90,620 SH   SOLE   90,620 0 0
ALPHABET INC CAP STK CL A 02079K305   152,164,008 1,162,800 SH   SOLE   1,162,800 0 0
ALTUS POWER INC COM CL A 02217A102   5,601,750 1,067,000 SH   SOLE   1,067,000 0 0
AMAZON COM INC COM 023135106   51,356,480 404,000 SH   SOLE   404,000 0 0
APPLOVIN CORP COM CL A 03831W108   78,721,200 1,970,000 SH   SOLE   1,970,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   23,697,210 103,000 SH   SOLE   103,000 0 0
ATI INC COM 01741R102   48,968,500 1,190,000 SH   SOLE   1,190,000 0 0
BRUNSWICK CORP COM 117043109   153,749,800 1,946,200 SH   SOLE   1,946,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208   123,706,584 745,400 SH   SOLE   745,400 0 0
EQUIFAX INC COM 294429105   135,553,200 740,000 SH   SOLE   740,000 0 0
FAIR ISAAC CORP COM 303250104   237,658,469 273,633 SH   SOLE   273,633 0 0
FISERV INC COM 337738108   113,874,976 1,008,100 SH   SOLE   1,008,100 0 0
HOWMET AEROSPACE INC COM 443201108   276,649,000 5,981,600 SH   SOLE   5,981,600 0 0
INTEL CORP COM 458140100   38,532,645 1,083,900 SH   SOLE   1,083,900 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   99,975,174 908,700 SH   SOLE   908,700 0 0
IQVIA HLDGS INC COM 46266C105   47,259,350 240,200 SH   SOLE   240,200 0 0
LITHIA MTRS INC COM 536797103   33,372,290 113,000 SH   SOLE   113,000 0 0
MICROSOFT CORP COM 594918104   174,767,625 553,500 SH   SOLE   553,500 0 0
NET POWER INC COM CL A 64107A105   29,381,580 1,945,800 SH   SOLE   1,945,800 0 0
NET POWER INC *W EXP 06/08/2026 64107A113   2,505,048 577,200 SH   SOLE   577,200 0 0
PROGRESSIVE CORP COM 743315103   89,500,250 642,500 SH   SOLE   642,500 0 0
SALESFORCE INC COM 79466L302   125,662,766 619,700 SH   SOLE   619,700 0 0
STANLEY BLACK & DECKER INC COM 854502101   55,012,356 658,200 SH   SOLE   658,200 0 0
VISA INC COM CL A 92826C839   215,358,363 936,300 SH   SOLE   936,300 0 0