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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 34,770 | 15,955 | SH | SOLE | 15,955 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 26,516 | 249,660 | SH | SOLE | 249,660 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 12,780 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 38,692 | 283,000 | SH | SOLE | 283,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 45,461 | 166,510 | SH | SOLE | 166,510 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 1,373 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| BLACKSTONE INC | COM | 09260D107 | 17,334 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| BOSTON PROPERTIES INC | COM | 101121101 | 6,229 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| CANADIAN NATL RY CO | COM | 136375102 | 11,135 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 12,007 | 306,000 | SH | SOLE | 306,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 2,074 | 8,900 | SH | SOLE | 8,900 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 11,055 | 183,000 | SH | SOLE | 183,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 9,582 | 101,500 | SH | SOLE | 101,500 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | 31,368 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 5,224 | 47,300 | SH | SOLE | 47,300 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 19,579 | 29,800 | SH | SOLE | 29,800 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 1,848 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 19,840 | 223,000 | SH | SOLE | 223,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 7,578 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 18,128 | 156,760 | SH | SOLE | 156,760 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 891 | 24,723 | SH | SOLE | 24,723 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 13,708 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 17,413 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 21,834 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 22,727 | 72,040 | SH | SOLE | 72,040 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 1,394 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 10,949 | 67,900 | SH | SOLE | 67,900 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 27,481 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 6,643 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 15,080 | 3,766 | SH | SOLE | 3,766 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 1,856 | 5,800 | SH | SOLE | 5,800 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 8,559 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 18,108 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 10,462 | 123,500 | SH | SOLE | 123,500 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 13,470 | 25,100 | SH | SOLE | 25,100 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 9,359 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 17,062 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 19,996 | 101,560 | SH | SOLE | 101,560 | 0 | 0 | ||