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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 27,901,855 | 316,240 | SH | SOLE | 316,240 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 20,971,440 | 249,660 | SH | SOLE | 249,660 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | BBG001S5NPQ6 | 11,652,300 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG00ZNLTFL2 | 3,508,450 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 36,770,190 | 283,000 | SH | SOLE | 283,000 | 0 | 0 | ||
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 4,968,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 51,702,137 | 167,375 | SH | SOLE | 167,375 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | BBG00GX77ML3 | 1,296,750 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| BLACKSTONE INC | COM | 09260D107 | BBG001S7H949 | 14,096,100 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | BBG001S5PXL2 | 10,351,120 | 296,000 | SH | SOLE | 296,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | BBG001SD31G5 | 1,813,444 | 7,825 | SH | SOLE | 7,825 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | BBG001SD3DY9 | 13,910,400 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | BBG001S5QFF7 | 6,560,028 | 15,300 | SH | SOLE | 15,300 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 8,818,320 | 101,500 | SH | SOLE | 101,500 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | BBG001S6KBQ8 | 33,343,050 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | BBG001S5ZB93 | 9,519,720 | 73,500 | SH | SOLE | 73,500 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | BBG001SKBNS9 | 19,519,894 | 29,800 | SH | SOLE | 29,800 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | BBG006N7S6J1 | 1,881,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | BBG001S5R6Q4 | 22,538,610 | 223,000 | SH | SOLE | 223,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | BBG0058KMH49 | 4,144,608 | 32,800 | SH | SOLE | 32,800 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | BBG001SFNHB8 | 5,427,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | BBG006GNSZX4 | 11,956,085 | 156,760 | SH | SOLE | 156,760 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | BBG00BFHD9T6 | 967,411 | 24,723 | SH | SOLE | 24,723 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | BBG001SNP2B2 | 11,576,840 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG001S7PS57 | 19,702,845 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 24,905,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 23,124,045 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | BBG001S5TC52 | 9,153,375 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 6,847,346 | 56,900 | SH | SOLE | 56,900 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 25,660,740 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | BBG001S5TSM8 | 17,370,976 | 3,766 | SH | SOLE | 3,766 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | BBG001S5TZG9 | 7,930,441 | 125,900 | SH | SOLE | 125,900 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | BBG001SCWNN9 | 1,513,674 | 5,400 | SH | SOLE | 5,400 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | BBG001T4JFC0 | 6,988,860 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 19,389,201 | 50,700 | SH | SOLE | 50,700 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | BBG001S5WJS8 | 9,862,050 | 129,000 | SH | SOLE | 129,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | BBG001SPV1C1 | 10,263,295 | 16,300 | SH | SOLE | 16,300 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | BBG002Q7J607 | 658,300 | 11,600 | SH | SOLE | 11,600 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 16,565,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 19,529,440 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||