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

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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
ACV AUCTIONS INC COM CL A 00091G104   4,105 500 SH   SOLE   500 0 0
ALPHABET INC CALL 02079K905   19,800 300 SH Call SOLE   0 0 0
ALPHABET INC CAP STK CL A 02079K305   32,150,218 364,391 SH   SOLE   364,391 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   610,560 48,000 SH   SOLE   48,000 0 0
BANK AMERICA CORP CALL 060505904   781,000 6,000 SH Call SOLE   0 0 0
BANK AMERICA CORP COM 060505104   22,497,985 679,287 SH   SOLE   679,287 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   17,987,556 58,231 SH   SOLE   58,231 0 0
BOOKING HOLDINGS INC COM 09857L108   4,762,107 2,363 SH   SOLE   2,363 0 0
CIGNA CORP NEW COM 125523100   13,853,325 41,810 SH   SOLE   41,810 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   51,237,454 6,128,882 SH   SOLE   6,128,882 0 0
DANAHER CORPORATION COM 235851102   16,148,418 60,841 SH   SOLE   60,841 0 0
DXC TECHNOLOGY CO COM 23355L106   57,519 2,173 SH   SOLE   2,173 0 0
GENERAL MTRS CO COM 37045V100   20,299,015 603,419 SH   SOLE   603,419 0 0
GENERAL MTRS CO CALL 37045V900   187,000 2,000 SH Call SOLE   0 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   403,788 25,300 SH   SOLE   25,300 0 0
HP INC COM 40434L105   680,064 25,300 SH   SOLE   25,300 0 0
INTEL CORP COM 458140100   2,581,418 97,670 SH   SOLE   97,670 0 0
JOHNSON & JOHNSON COM 478160104   10,547,772 59,710 SH   SOLE   59,710 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   2,057,144 172,002 SH   SOLE   172,002 0 0
LILLY ELI & CO COM 532457108   17,798,848 48,652 SH   SOLE   48,652 0 0
MARSH & MCLENNAN COS INC COM 571748102   11,290,700 68,230 SH   SOLE   68,230 0 0
META PLATFORMS INC CALL 30303M902   1,379,750 900 SH Call SOLE   0 0 0
META PLATFORMS INC CL A 30303M102   36,331,970 301,911 SH   SOLE   301,911 0 0
MICRO FOCUS INTL PLC SPON ADR NEW 594837403   18,185 2,882 SH   SOLE   2,882 0 0
MICRON TECHNOLOGY INC COM 595112103   2,460,000 49,200 SH   SOLE   49,200 0 0
MICROSOFT CORP CALL 594918904   120,000 250 SH Call SOLE   0 0 0
MICROSOFT CORP COM 594918104   19,672,674 82,031 SH   SOLE   82,031 0 0
MORGAN STANLEY COM NEW 617446448   15,805,473 185,903 SH   SOLE   185,903 0 0
NETFLIX INC COM 64110L106   50,782,759 172,215 SH   SOLE   172,215 0 0
NETFLIX INC CALL 64110L906   644,000 400 SH Call SOLE   0 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   4,341,500 475,000 SH   SOLE   475,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   17,336,769 231,899 SH   SOLE   231,899 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   19,497,863 395,735 SH   SOLE   395,735 0 0
STONECO LTD COM CL A G85158106   7,409,465 784,901 SH   SOLE   784,901 0 0
UBER TECHNOLOGIES INC CALL 90353T900   315,000 2,000 SH Call SOLE   0 0 0
UBER TECHNOLOGIES INC COM 90353T100   25,265,578 1,021,657 SH   SOLE   1,021,657 0 0
ULTA BEAUTY INC COM 90384S303   20,160,629 42,980 SH   SOLE   42,980 0 0