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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,426,152 | 103,141 | SH | SOLE | 103,141 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 144,510,342 | 793,359 | SH | SOLE | 793,359 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 135,355,392 | 700,416 | SH | SOLE | 700,416 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 72,453,280 | 344,000 | SH | SOLE | 344,000 | 0 | 0 | |||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 140,232,156 | 1,389,951 | SH | SOLE | 1,389,951 | 0 | 0 | |||
| ARISTA NETWORKS INC | COM | 040413106 | 350,480 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 45,729,021 | 709,087 | SH | SOLE | 709,087 | 0 | 0 | |||
| COOPER COS INC | COM | 216648501 | 1,449,180 | 16,600 | SH | SOLE | 16,600 | 0 | 0 | |||
| DISCOVER FINL SVCS | COM | 254709108 | 30,861,088 | 235,923 | SH | SOLE | 235,923 | 0 | 0 | |||
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 37,818,931 | 22,463 | SH | SOLE | 22,463 | 0 | 0 | |||
| GE AEROSPACE | COM NEW | 369604301 | 126,807,349 | 797,681 | SH | SOLE | 797,681 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 57,927,846 | 337,752 | SH | SOLE | 337,752 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 33,737,445 | 256,500 | SH | SOLE | 256,500 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 140,856,293 | 315,150 | SH | SOLE | 315,150 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 55,250,908 | 221,039 | SH | SOLE | 221,039 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 81,043,475 | 656,010 | SH | SOLE | 656,010 | 0 | 0 | |||
| UNION PAC CORP | COM | 907818108 | 747,111 | 3,302 | SH | SOLE | 3,302 | 0 | 0 | |||
| WESTERN DIGITAL CORP. | COM | 958102105 | 19,046,532 | 251,373 | SH | SOLE | 251,373 | 0 | 0 | |||