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 | 182,130,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 194,480,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 175,656,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 204,847,500 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 218,086,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | |||
| HCA HEALTHCARE INC | COM | 40412C101 | 63,930,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 77,832,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| HOWARD HUGHES HOLDINGS INC | COM | 44267T102 | 24,651,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| LOWES COS INC | COM | 548661107 | 100,524,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 220,128,750 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | |||
| QXO INC | COM NEW | 82846H405 | 142,950,000 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | |||
| UNION PAC CORP | COM | 907818108 | 153,640,500 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | |||