The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMAZON COM INC | COM | 023135106 | 5,411,400 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 6,168,500 | 25,000 | SH | SOLE | N/A | 25,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 7,876,350 | 115,000 | SH | SOLE | N/A | 115,000 | 0 | 0 | ||
| BURFORD CAP LTD | ORD SHS | G17977110 | 4,391,750 | 275,000 | SH | SOLE | N/A | 275,000 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 1,539,300 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 1,612,800 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 3,745,800 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 2,353,150 | 2,500 | SH | SOLE | N/A | 2,500 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 3,126,800 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 5,445,720 | 7,000 | SH | SOLE | N/A | 7,000 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 4,902,800 | 14,000 | SH | SOLE | N/A | 14,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 3,051,580 | 7,000 | SH | SOLE | N/A | 7,000 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 5,625,900 | 22,500 | SH | SOLE | N/A | 22,500 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 3,909,850 | 35,000 | SH | SOLE | N/A | 35,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 9,711,600 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 16,828,800 | 40,000 | SH | SOLE | N/A | 40,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 5,465,970 | 9,000 | SH | SOLE | N/A | 9,000 | 0 | 0 | ||
| NVENT ELECTRIC PLC | SHS | G6700G107 | 1,508,000 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 7,228,480 | 8,000 | SH | SOLE | N/A | 8,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 1,839,200 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 2,700,950 | 35,000 | SH | SOLE | N/A | 35,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 4,310,600 | 3,500 | SH | SOLE | N/A | 3,500 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 4,326,660 | 6,000 | SH | SOLE | N/A | 6,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 4,186,200 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||