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 |
| AIRBNB INC | COM CL A | 009066101 | BBG001Y2XS16 | 9,740,160 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 37,853,928 | 316,240 | SH | SOLE | 316,240 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 32,545,678 | 249,660 | SH | SOLE | 249,660 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | BBG001S5NPQ6 | 12,024,280 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 50,820,140 | 262,000 | SH | SOLE | 262,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 60,288,800 | 176,800 | SH | SOLE | 176,800 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | BBG00GX77ML3 | 1,254,330 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| BLACKSTONE INC | COM | 09260D107 | BBG001S7H949 | 17,664,300 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | BBG001S5PXL2 | 8,725,500 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | BBG001SD31G5 | 1,925,967 | 7,825 | SH | SOLE | 7,825 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | BBG001SD3DY9 | 16,509,500 | 185,500 | SH | SOLE | 185,500 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 5,356,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | BBG001S6KBQ8 | 28,878,850 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | BBG001SKBNS9 | 23,361,412 | 29,800 | SH | SOLE | 29,800 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | BBG006N7S6J1 | 1,800,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | BBG001S5R6Q4 | 28,131,450 | 223,000 | SH | SOLE | 223,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | BBG0058KMH49 | 4,774,040 | 32,800 | SH | SOLE | 32,800 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | BBG001SFNHB8 | 6,874,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| INGERSOLL RAND INC | COM | 45687V106 | BBG002R1CW36 | 1,078,440 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | BBG001SDJ4R0 | 8,854,164 | 78,300 | SH | SOLE | 78,300 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 11,420,880 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | BBG006GNSZX4 | 8,892,210 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | BBG00BFHD9T6 | 809,184 | 24,723 | SH | SOLE | 24,723 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | BBG001SNP2B2 | 7,835,460 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG001S7PS57 | 18,645,390 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 28,212,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 26,154,450 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | BBG001S5TC52 | 9,519,675 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 13,775,040 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 34,735,080 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 9,272,315 | 21,050 | SH | SOLE | 21,050 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | BBG001S5TSM8 | 23,916,435 | 3,766 | SH | SOLE | 3,766 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | BBG001S5TZG9 | 10,378,200 | 176,500 | SH | SOLE | 176,500 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | BBG001T4JFC0 | 10,115,460 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 17,775,528 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | BBG001SPV1C1 | 15,469,141 | 17,300 | SH | SOLE | 17,300 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | BBG002Q7J607 | 947,793 | 12,100 | SH | SOLE | 12,100 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 7,753,332 | 179,600 | SH | SOLE | 179,600 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 16,369,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | BBG001SHTV18 | 11,414,500 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 22,323,120 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | BBG001T0LC50 | 4,039,320 | 82,100 | SH | SOLE | 82,100 | 0 | 0 | ||