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
ALPHABET INC CAP STK CL A 02079K305   3,135,118 20,772 SH   SOLE   20,772 0 0
AMAZON COM INC COM 023135106   5,573,742 30,900 SH   SOLE   30,900 0 0
ASPEN TECHNOLOGY INC COM 29109X106   746,480 3,500 SH   SOLE   3,500 0 0
AVANTOR INC COM 05352A100   6,340,952 247,984 SH   SOLE   247,984 0 0
BERKLEY W R CORP COM 084423102   3,230,626 36,529 SH   SOLE   36,529 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   1,709,811 90,658 SH   SOLE   90,658 0 0
BROADCOM INC COM 11135F101   4,652,189 3,510 SH   SOLE   3,510 0 0
BROWN & BROWN INC COM 115236101   1,798,685 20,547 SH   SOLE   20,547 0 0
BRP GROUP INC COM CL A 05589G102   4,348,437 150,257 SH   SOLE   150,257 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   4,346,781 49,300 SH   SOLE   49,300 0 0
CLARIVATE PLC ORD SHS G21810109   79,429 10,690 SH   SOLE   10,690 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   1,646,102 85,423 SH   SOLE   85,423 0 0
EATON CORP PLC SHS G29183103   4,283,716 13,700 SH   SOLE   13,700 0 0
FISERV INC COM 337738108   4,474,960 28,000 SH   SOLE   28,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   4,625,740 18,500 SH   SOLE   18,500 0 0
GENERAL ELECTRIC CO COM NEW 369604301   3,502,250 25,000 SH   SOLE   25,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   959,895 4,500 SH   SOLE   4,500 0 0
HMN FINL INC COM 40424G108   478,696 22,687 SH   SOLE   22,687 0 0
HOLOGIC INC COM 436440101   1,607,145 20,615 SH   SOLE   20,615 0 0
HOME DEPOT INC COM 437076102   2,301,600 6,000 SH   SOLE   6,000 0 0
HUBBELL INC COM 443510607   1,923,755 4,635 SH   SOLE   4,635 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,831,058 20,600 SH   SOLE   20,600 0 0
IQVIA HLDGS INC COM 46266C105   4,472,360 17,685 SH   SOLE   17,685 0 0
ITRON INC COM 465741106   693,900 7,500 SH   SOLE   7,500 0 0
JACOBS SOLUTIONS INC COM 46982L108   5,426,515 35,299 SH   SOLE   35,299 0 0
LPL FINL HLDGS INC COM 50212V100   2,309,543 8,741 SH   SOLE   8,741 0 0
META PLATFORMS INC CL A 30303M102   5,535,612 11,400 SH   SOLE   11,400 0 0
MICROSOFT CORP COM 594918104   2,924,004 6,950 SH   SOLE   6,950 0 0
NEXTERA ENERGY INC COM 65339F101   703,010 11,000 SH   SOLE   11,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   2,487,136 82,684 SH   SOLE   82,684 0 0
NEXTRACKER INC CLASS A COM 65290E101   4,427,267 78,679 SH   SOLE   78,679 0 0
ORACLE CORP COM 68389X105   3,341,226 26,600 SH   SOLE   26,600 0 0
PARSONS CORP DEL COM 70202L102   7,101,099 85,607 SH   SOLE   85,607 0 0
PROLOGIS INC. COM 74340W103   651,100 5,000 SH   SOLE   5,000 0 0
QUANTA SVCS INC COM 74762E102   2,684,773 10,334 SH   SOLE   10,334 0 0
RH COM 74967X103   1,039,556 2,985 SH   SOLE   2,985 0 0
S&P GLOBAL INC COM 78409V104   2,807,970 6,600 SH   SOLE   6,600 0 0
SEACOAST BKG CORP FLA COM NEW 811707801   736,208 28,996 SH   SOLE   28,996 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   26,153,500 50,000 SH Put SOLE   50,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   2,177,624 2,156 SH   SOLE   2,156 0 0
TARGET CORP COM 87612E106   4,253,040 24,000 SH   SOLE   24,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,300,954 7,400 SH   SOLE   7,400 0 0
TJX COS INC NEW COM 872540109   4,543,616 44,800 SH   SOLE   44,800 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   8,149,115 99,781 SH   SOLE   99,781 0 0
VISA INC COM CL A 92826C839   4,362,858 15,633 SH   SOLE   15,633 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   2,597,509 8,617 SH   SOLE   8,617 0 0