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
Estimated average burden
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   82,331,975 460,650 SH   SOLE   460,650 0 0
ALPHABET INC CAP STK CL A 02079K305   130,031,273 534,888 SH   SOLE   534,888 0 0
AMAZON COM INC COM 023135106   97,085,071 442,160 SH   SOLE   442,160 0 0
AUTOZONE INC COM 053332102   3,505,126 817 SH   SOLE   817 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   58,186,122 115,738 SH   SOLE   115,738 0 0
BLACKSTONE INC COM 09260D107   42,725,314 250,075 SH   SOLE   250,075 0 0
BOOKING HOLDINGS INC COM 09857L108   2,548,455 472 SH   SOLE   472 0 0
CAPITAL ONE FINL CORP COM 14040H105   41,460,965 195,037 SH   SOLE   195,037 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   10,734,545 1,495,062 SH   SOLE   1,495,062 0 0
DANAHER CORPORATION COM 235851102   1,496,863 7,550 SH   SOLE   7,550 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   50,125,232 883,264 SH   SOLE   883,264 0 0
ELI LILLY & CO COM 532457108   118,653,367 155,509 SH   SOLE   155,509 0 0
EOG RES INC COM 26875P101   4,712,179 42,028 SH   SOLE   42,028 0 0
GENERAL MTRS CO COM 37045V100   8,065,355 132,284 SH   SOLE   132,284 0 0
HOME DEPOT INC COM 437076102   44,320,087 109,381 SH   SOLE   109,381 0 0
HUMANA INC COM 444859102   48,895,049 187,935 SH   SOLE   187,935 0 0
LABCORP HOLDINGS INC COM SHS 504922105   1,951,721 6,799 SH   SOLE   6,799 0 0
LAM RESEARCH CORP COM NEW 512807306   80,500,011 601,195 SH   SOLE   601,195 0 0
M & T BK CORP COM 55261F104   3,711,699 18,782 SH   SOLE   18,782 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,512,842 13,208 SH   SOLE   13,208 0 0
META PLATFORMS INC CL A 30303M102   99,783,148 135,874 SH   SOLE   135,874 0 0
MORGAN STANLEY COM NEW 617446448   79,564,885 500,534 SH   SOLE   500,534 0 0
NETFLIX INC COM 64110L106   82,808,205 69,069 SH   SOLE   69,069 0 0
NOVO-NORDISK A S ADR 670100205   1,449,676 26,125 SH   SOLE   26,125 0 0
NVIDIA CORPORATION COM 67066G104   57,922,455 310,443 SH   SOLE   310,443 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   2,298,110 102,640 SH   SOLE   102,640 0 0
PULTE GROUP INC COM 745867101   3,594,993 27,208 SH   SOLE   27,208 0 0
QUEST DIAGNOSTICS INC COM 74834L100   3,453,119 18,119 SH   SOLE   18,119 0 0
RTX CORPORATION COM 75513E101   4,300,548 25,701 SH   SOLE   25,701 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   42,317,919 702,722 SH   SOLE   702,722 0 0
SCHWAB CHARLES CORP COM 808513105   2,587,142 27,099 SH   SOLE   27,099 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   2,987,293 39,260 SH   SOLE   39,260 0 0
UBER TECHNOLOGIES INC COM 90353T100   62,619,877 639,174 SH   SOLE   639,174 0 0
US BANCORP DEL COM NEW 902973304   2,083,845 43,117 SH   SOLE   43,117 0 0