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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

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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   26,370,000 200,000 SH   OTR 1 200,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   62,832,000 700,000 SH   OTR 1 700,000 0 0
CACI INTL INC CL A 127190304   7,063,425 22,500 SH   OTR 1 22,500 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   6,257,250 135,000 SH   OTR 1 135,000 0 0
ELEVANCE HEALTH INC COM 036752103   10,885,500 25,000 SH   OTR 1 25,000 0 0
NVR INC COM 62944T105   29,816,500 5,000 SH   OTR 1 5,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   21,431,250 125,000 SH   OTR 1 125,000 0 0