The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMAZON COM INC | COM | 023135106 | 1,822,961,078 | 11,997,901 | SH | SOLE | 11,997,901 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 42,452,865 | 220,500 | SH | SOLE | 220,500 | 0 | 0 | |||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 167,646,730 | 2,120,500 | SH | SOLE | 2,120,500 | 0 | 0 | |||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 17,380,896 | 7,600 | SH | SOLE | 7,600 | 0 | 0 | |||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 6,930,840 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 49,622,430 | 214,500 | SH | SOLE | 214,500 | 0 | 0 | |||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 23,392,670 | 458,500 | SH | SOLE | 458,500 | 0 | 0 | |||
| GENERAL ELECTRIC CO | COM NEW | 369604301 | 85,767,360 | 672,000 | SH | SOLE | 672,000 | 0 | 0 | |||
| GRINDR INC | COM | 39854F101 | 1,317,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 37,601,585 | 206,500 | SH | SOLE | 206,500 | 0 | 0 | |||
| KENVUE INC | COM | 49177J102 | 684,654 | 31,800 | SH | SOLE | 31,800 | 0 | 0 | |||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 8,157,179 | 16,350 | SH | SOLE | 16,350 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 487,347,840 | 1,296,000 | SH | SOLE | 1,296,000 | 0 | 0 | |||
| MOODYS CORP | COM | 615369105 | 65,809,360 | 168,500 | SH | SOLE | 168,500 | 0 | 0 | |||
| PROCTER AND GAMBLE CO | COM | 742718109 | 46,306,640 | 316,000 | SH | SOLE | 316,000 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 120,702,480 | 274,000 | SH | SOLE | 274,000 | 0 | 0 | |||
| SHELL PLC | SPON ADS | 780259305 | 690,900 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | |||
| STERIS PLC | SHS USD | G8473T100 | 11,124,410 | 50,600 | SH | SOLE | 50,600 | 0 | 0 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 57,325,320 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 127,461,600 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | |||
| UNION PAC CORP | COM | 907818108 | 250,532,400 | 1,020,000 | SH | SOLE | 1,020,000 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 28,768,675 | 110,500 | SH | SOLE | 110,500 | 0 | 0 | |||
| WASTE CONNECTIONS INC | COM | 94106B101 | 30,227,175 | 202,500 | SH | SOLE | 202,500 | 0 | 0 | |||