The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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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hours per response: 23.8
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
ALLSTATE CORP COM 020002101   68,880,161 621,606 SH   SOLE   621,606 0 0
ALPHABET INC CAP STK CL A 02079K305   115,581,775 1,114,256 SH   SOLE   1,114,256 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   72,678,844 1,150,710 SH   SOLE   1,150,710 0 0
CLOROX CO DEL COM 189054109   94,017,030 594,142 SH   SOLE   594,142 0 0
CONX CORP *W EXP 10/30/202 212873111   180,700 1,000,000 SH   SOLE   1,000,000 0 0
CSX CORP COM 126408103   109,850,219 3,669,012 SH   SOLE   3,669,012 0 0
EXPEDIA GROUP INC COM NEW 30212P303   48,648,610 501,377 SH   SOLE   501,377 0 0
GENERAL ELECTRIC CO COM NEW 369604301   60,706,000 635,000 SH   SOLE   635,000 0 0
HALEON PLC SPON ADS 405552100   68,007,925 8,354,782 SH   SOLE   8,354,782 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   73,673,460 522,989 SH   SOLE   522,989 0 0
INTUIT COM 461202103   77,034,966 172,790 SH   SOLE   172,790 0 0
META PLATFORMS INC CL A 30303M102   145,330,437 685,715 SH   SOLE   685,715 0 0
MICROSOFT CORP COM 594918104   113,029,745 392,056 SH   SOLE   392,056 0 0
NETFLIX INC COM 64110L106   72,082,675 208,645 SH   SOLE   208,645 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   86,219,585 1,428,896 SH   SOLE   1,428,896 0 0
PTC INC COM 69370C100   103,756,535 809,144 SH   SOLE   809,144 0 0
SAIA INC COM 78709Y105   65,000,728 238,903 SH   SOLE   238,903 0 0
SALESFORCE INC COM 79466L302   123,036,111 615,858 SH   SOLE   615,858 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   6,146,520 46,000 SH   SOLE   46,000 0 0
TRANSUNION COM 89400J107   70,716,190 1,138,014 SH   SOLE   1,138,014 0 0
VISA INC COM CL A 92826C839   112,390,908 498,496 SH   SOLE   498,496 0 0
VULCAN MATLS CO COM 929160109   96,351,013 561,617 SH   SOLE   561,617 0 0
WORKDAY INC CL A 98138H101   77,418,214 374,834 SH   SOLE   374,834 0 0