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
AMAZON COM INC COM 023135106   2,194,878,424 11,357,715 SH   SOLE   11,357,715 0 0
AMERICAN EXPRESS CO COM 025816109   486,255 2,100 SH   SOLE   2,100 0 0
APPLE INC COM 037833100   127,214,480 604,000 SH   SOLE   604,000 0 0
CANADIAN NAT RES LTD COM 136385101   5,980,800 168,000 SH   SOLE   168,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   150,216,840 1,908,000 SH   SOLE   1,908,000 0 0
CASEYS GEN STORES INC COM 147528103   87,186,460 228,500 SH   SOLE   228,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   15,787,800 252,000 SH   SOLE   252,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   7,666,910 9,020 SH   SOLE   9,020 0 0
DANAHER CORPORATION COM 235851102   33,180,080 132,800 SH   SOLE   132,800 0 0
FERGUSON PLC NEW SHS G3421J106   68,164,800 352,000 SH   SOLE   352,000 0 0
GE AEROSPACE COM NEW 369604301   249,582,900 1,570,000 SH   SOLE   1,570,000 0 0
GRINDR INC COM 39854F101   5,875,200 480,000 SH   SOLE   480,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   115,209,600 528,000 SH   SOLE   528,000 0 0
LOAR HOLDINGS INC COM SHS 53947R105   1,121,610 21,000 SH   SOLE   21,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   45,782,100 84,500 SH   SOLE   84,500 0 0
MERCADOLIBRE INC COM 58733R102   2,070,684 1,260 SH   SOLE   1,260 0 0
MICROSOFT CORP COM 594918104   292,305,300 654,000 SH   SOLE   654,000 0 0
MOODYS CORP COM 615369105   114,946,723 273,078 SH   SOLE   273,078 0 0
PRIMO WATER CORPORATION COM 74167P108   72,672,346 3,324,444 SH   SOLE   3,324,444 0 0
PROCTER AND GAMBLE CO COM 742718109   24,738,000 150,000 SH   SOLE   150,000 0 0
S&P GLOBAL INC COM 78409V104   132,908,000 298,000 SH   SOLE   298,000 0 0
SAP SE SPON ADR 803054204   3,176,933 15,750 SH   SOLE   15,750 0 0
SHELL PLC SPON ADS 780259305   87,890,121 1,217,652 SH   SOLE   1,217,652 0 0
STERIS PLC SHS USD G8473T100   8,781,600 40,000 SH   SOLE   40,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,127,395 29,500 SH   SOLE   29,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   30,415,000 55,000 SH   SOLE   55,000 0 0
TRANSDIGM GROUP INC COM 893641100   141,906,698 111,072 SH   SOLE   111,072 0 0
UNION PAC CORP COM 907818108   243,720,484 1,077,170 SH   SOLE   1,077,170 0 0
VISA INC COM CL A 92826C839   13,805,922 52,600 SH   SOLE   52,600 0 0
VULCAN MATLS CO COM 929160109   18,899,680 76,000 SH   SOLE   76,000 0 0
WALMART INC COM 931142103   1,997,445 29,500 SH   SOLE   29,500 0 0
WASTE CONNECTIONS INC COM 94106B101   112,230,400 640,000 SH   SOLE   640,000 0 0
WATSCO INC COM 942622200   729,603 1,575 SH   SOLE   1,575 0 0
WOODWARD INC COM 980745103   2,746,485 15,750 SH   SOLE   15,750 0 0