BBB FOODS INC CL A COM G0896C103 2465289 69700 SH SOLE 69700 0 0 BLACKROCK INC COM 09290D101 12149282 12633 SH SOLE 12633 0 0 BP PLC SPONSORED ADR 055622104 3326472 70776 SH SOLE 70776 0 0 CANADIAN NATL RY CO COM 136375102 3970416 38634 SH SOLE 38634 0 0 CANADIAN NAT RES LTD MED TER COM 136385101 3015120 61874 SH SOLE 61874 0 0 ELEVANCE HEALTH INC FORMERLY COM 036752103 4215600 14400 SH SOLE 14400 0 0 HEICO CORP NEW CL A 422806208 10251797 48566 SH SOLE 48566 0 0 RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 9013448 155942 SH SOLE 155942 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3339081 12340 SH SOLE 12340 0 0 PALANTIR TECHNOLOGIES INC PUT 69608A958 24575040 168000 SH Put SOLE 168000 0 0 VISA INC COM CL A 92826C839 11083443 36671 SH SOLE 36671 0 0