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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
OMB APPROVAL
OMB Number: 3235-0006
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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
API GROUP CORP COM STK 00187Y100   7,539,744 209,612 SH   SOLE   209,612 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   13,084,785 180,804 SH   SOLE   180,804 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   7,290,742 42,960 SH   SOLE   42,960 0 0
CARVANA CO CL A 146869102   6,035,725 29,680 SH   SOLE   29,680 0 0
GE AEROSPACE COM NEW 369604301   20,820,729 124,832 SH   SOLE   124,832 0 0
GE VERNOVA INC COM 36828A101   5,247,091 15,952 SH   SOLE   15,952 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   29,344,565 118,727 SH   SOLE   118,727 0 0
LINDE PLC SHS G54950103   17,042,800 40,707 SH   SOLE   40,707 0 0
MOODYS CORP COM 615369105   7,987,645 16,874 SH   SOLE   16,874 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   15,379,826 12,970 SH   SOLE   12,970 0 0
SOHO HOUSE & CO INC COM CL A 586001109   5,027,863 674,881 SH   SOLE   674,881 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   20,736,450 105,000 SH Put SOLE   105,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   15,505,730 78,514 SH   SOLE   78,514 0 0