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
ALIGHT INC COM CL A 01626W101   1,809,300 555,000 SH   SOLE   555,000 0 0
ALPHABET INC CAP STK CL C 02079K107   24,842,100 102,000 SH   SOLE   102,000 0 0
ARCH CAP GROUP LTD ORD G0450A105   18,337,077 202,106 SH   SOLE   202,106 0 0
CAMECO CORP COM 13321L108   10,071,586 120,100 SH   SOLE   120,100 0 0
CBRE GROUP INC CL A 12504L109   7,200,492 45,700 SH   SOLE   45,700 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   6,724,593 362,903 SH   SOLE   362,903 0 0
CEVA INC COM 157210105   5,942,250 225,000 SH   SOLE   225,000 0 0
CF INDS HLDGS INC COM 125269100   3,588,000 40,000 SH   SOLE   40,000 0 0
COPART INC COM 217204106   15,127,368 336,388 SH   SOLE   336,388 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103   4,943,736 15,300 SH   SOLE   15,300 0 0
FISERV INC COM 337738108   8,328,878 64,600 SH   SOLE   64,600 0 0
FLUTTER ENTMT PLC SHS G3643J108   12,704,318 50,017 SH   SOLE   50,017 0 0
FOX CORP CL B COM 35137L204   3,360,918 58,665 SH   SOLE   58,665 0 0
GRAYSCALE ETHEREUM TRUST ETF SHS 389638107   8,623,806 251,643 SH   SOLE   251,643 0 0
HF SINCLAIR CORP COM 403949100   10,970,359 209,598 SH   SOLE   209,598 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   5,017,061 287,346 SH   SOLE   287,346 0 0
ISHARES ETHEREUM TR SHS 46438R105   3,318,003 105,300 SH   SOLE   105,300 0 0
META PLATFORMS INC CL A 30303M102   14,440,848 19,664 SH   SOLE   19,664 0 0
NASDAQ INC COM 631103108   5,575,800 63,039 SH   SOLE   63,039 0 0
NUTRIEN LTD COM 67077M108   1,820,010 31,000 SH   SOLE   31,000 0 0
ONEOK INC NEW COM 682680103   8,610,314 117,998 SH   SOLE   117,998 0 0
PAYPAL HLDGS INC COM 70450Y103   9,181,520 136,915 SH   SOLE   136,915 0 0
QORVO INC COM 74736K101   4,970,600 54,574 SH   SOLE   54,574 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   8,228,798 325,893 SH   SOLE   325,893 0 0
RINGCENTRAL INC CL A 76680R206   9,692,280 342,000 SH   SOLE   342,000 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   37,090,527 439,826 SH   SOLE   439,826 0 0
SYNOPSYS INC COM 871607107   13,173,513 26,700 SH   SOLE   26,700 0 0
WILLIAMS COS INC COM 969457100   27,448,415 433,282 SH   SOLE   433,282 0 0