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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 C 02079K107 BBG009S3NB21 7,621,111 63,000 SH   SOLE   63,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,432,240 34,000 SH   SOLE   34,000 0 0
APPLE INC COM 037833100 BBG001S5N8V8 4,073,370 21,000 SH   SOLE   21,000 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 4,699,501 150,000 SH   SOLE   150,000 0 0
CARMAX INC COM 143130102 BBG001SD9561 8,704,800 104,000 SH   SOLE   104,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 10,992,774 72,150 SH   SOLE   72,150 0 0
DIGIMARC CORP NEW COM 25381B101 BBG001T2W3C6 2,522,124 85,670 SH   SOLE   85,670 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 BBG00W1PPKY3 3,600,000 600,000 SH   SOLE   600,000 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 4,591,680 16,000 SH   SOLE   16,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 4,086,480 12,000 SH   SOLE   12,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 4,441,710 10,500 SH   SOLE   10,500 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 BBG001S80721 18,886,965 484,157 SH   SOLE   484,157 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 9,499,200 40,000 SH   SOLE   40,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWK2 14,967,428 297,800 SH   SOLE   297,800 0 0