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
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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   1,189,886,040 6,254,000 SH   SOLE   6,254,000 0 0
APPLE INC COM 037833100   2,332,365 10,500 SH   SOLE   10,500 0 0
APPLIED MATLS INC COM 038222105   24,960,640 172,000 SH   SOLE   172,000 0 0
AXON ENTERPRISE INC COM 05464C101   3,366,080 6,400 SH   SOLE   6,400 0 0
CASEYS GEN STORES INC COM 147528103   54,689,040 126,000 SH   SOLE   126,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,265,292 25,200 SH   SOLE   25,200 0 0
COMFORT SYS USA INC COM 199908104   1,624,543 5,040 SH   SOLE   5,040 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,161,432 4,400 SH   SOLE   4,400 0 0
COUPANG INC CL A 22266T109   24,561,600 1,120,000 SH   SOLE   1,120,000 0 0
DANAHER CORPORATION COM 235851102   33,722,500 164,500 SH   SOLE   164,500 0 0
DEERE & CO COM 244199105   2,464,088 5,250 SH   SOLE   5,250 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   11,074,400 254,000 SH   SOLE   254,000 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   16,663,920 104,000 SH   SOLE   104,000 0 0
FERROVIAL SE ORD SHS N3168P101   12,308,080 274,000 SH   SOLE   274,000 0 0
GE AEROSPACE COM NEW 369604301   256,592,300 1,282,000 SH   SOLE   1,282,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   33,615,715 416,500 SH   SOLE   416,500 0 0
GRINDR INC COM 39854F101   9,522,800 532,000 SH   SOLE   532,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   98,415,375 432,500 SH   SOLE   432,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   1,285,452 6,300 SH   SOLE   6,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,449,000 8,400 SH   SOLE   8,400 0 0
KENVUE INC COM 49177J102   15,682,920 654,000 SH   SOLE   654,000 0 0
KINDER MORGAN INC DEL COM 49456B101   4,564,800 160,000 SH   SOLE   160,000 0 0
KLA CORP COM NEW 482480100   91,433,100 134,500 SH   SOLE   134,500 0 0
LAM RESEARCH CORP COM NEW 512807306   72,845,400 1,002,000 SH   SOLE   1,002,000 0 0
LOAR HOLDINGS INC COM SHS 53947R105   1,483,650 21,000 SH   SOLE   21,000 0 0
LOUISIANA PAC CORP COM 546347105   5,978,700 65,000 SH   SOLE   65,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   142,721,805 298,500 SH   SOLE   298,500 0 0
MERCADOLIBRE INC COM 58733R102   31,213,920 16,000 SH   SOLE   16,000 0 0
META PLATFORMS INC CL A 30303M102   54,754,200 95,000 SH   SOLE   95,000 0 0
MICROSOFT CORP COM 594918104   379,894,680 1,012,000 SH   SOLE   1,012,000 0 0
MOODYS CORP COM 615369105   109,902,840 236,000 SH   SOLE   236,000 0 0
NETFLIX INC COM 64110L106   9,791,565 10,500 SH   SOLE   10,500 0 0
ONTO INNOVATION INC COM 683344105   9,707,200 80,000 SH   SOLE   80,000 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   1,057,350 105,000 SH   SOLE   105,000 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   1,863,225 52,500 SH   SOLE   52,500 0 0
PROCTER AND GAMBLE CO COM 742718109   26,244,680 154,000 SH   SOLE   154,000 0 0
QXO INC COM NEW 82846H405   341,208 25,200 SH   SOLE   25,200 0 0
REPUBLIC SVCS INC COM 760759100   6,102,432 25,200 SH   SOLE   25,200 0 0
S&P GLOBAL INC COM 78409V104   119,911,600 236,000 SH   SOLE   236,000 0 0
SHELL PLC SPON ADS 780259305   10,002,720 136,500 SH   SOLE   136,500 0 0
SHERWIN WILLIAMS CO COM 824348106   37,014,140 106,000 SH   SOLE   106,000 0 0
SHOPIFY INC CL A 82509L107   3,208,128 33,600 SH   SOLE   33,600 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   6,930,378 12,600 SH   SOLE   12,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   241,696,000 1,456,000 SH   SOLE   1,456,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   47,272,000 95,000 SH   SOLE   95,000 0 0
TRANSDIGM GROUP INC COM 893641100   152,161,900 110,000 SH   SOLE   110,000 0 0
UNION PAC CORP COM 907818108   15,473,720 65,500 SH   SOLE   65,500 0 0
UNITED AIRLS HLDGS INC COM 910047109   24,719,900 358,000 SH   SOLE   358,000 0 0
VISA INC COM CL A 92826C839   102,334,320 292,000 SH   SOLE   292,000 0 0
VULCAN MATLS CO COM 929160109   116,183,400 498,000 SH   SOLE   498,000 0 0
WASTE CONNECTIONS INC COM 94106B101   115,552,480 592,000 SH   SOLE   592,000 0 0
WILLIAMS COS INC COM 969457100   20,706,840 346,500 SH   SOLE   346,500 0 0