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   1,532,219,760 6,984,000 SH   SOLE   6,984,000 0 0
AMERICAN EXPRESS CO COM 025816109   20,893,190 65,500 SH   SOLE   65,500 0 0
APPLE INC COM 037833100   6,893,712 33,600 SH   SOLE   33,600 0 0
AXON ENTERPRISE INC COM 05464C101   5,216,022 6,300 SH   SOLE   6,300 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   15,259,475 192,500 SH   SOLE   192,500 0 0
CASEYS GEN STORES INC COM 147528103   64,294,020 126,000 SH   SOLE   126,000 0 0
COMFORT SYS USA INC COM 199908104   1,351,249 2,520 SH   SOLE   2,520 0 0
CORE & MAIN INC CL A 21874C102   2,293,300 38,000 SH   SOLE   38,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,355,736 4,400 SH   SOLE   4,400 0 0
COUPANG INC CL A 22266T109   25,226,320 842,000 SH   SOLE   842,000 0 0
DANAHER CORPORATION COM 235851102   35,952,280 182,000 SH   SOLE   182,000 0 0
DEERE & CO COM 244199105   6,406,974 12,600 SH   SOLE   12,600 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   13,499,910 274,500 SH   SOLE   274,500 0 0
DOORDASH INC CL A 25809K105   3,106,026 12,600 SH   SOLE   12,600 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   24,388,000 112,000 SH   SOLE   112,000 0 0
FERROVIAL SE ORD SHS N3168P101   17,383,465 324,500 SH   SOLE   324,500 0 0
GE AEROSPACE COM NEW 369604301   329,973,980 1,282,000 SH   SOLE   1,282,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   33,331,500 450,000 SH   SOLE   450,000 0 0
GRINDR INC COM 39854F101   5,765,800 254,000 SH   SOLE   254,000 0 0
HEICO CORP NEW CL A 422806208   2,173,500 8,400 SH   SOLE   8,400 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   115,192,050 432,500 SH   SOLE   432,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,623,444 25,200 SH   SOLE   25,200 0 0
KENVUE INC COM 49177J102   22,060,220 1,054,000 SH   SOLE   1,054,000 0 0
KLA CORP COM NEW 482480100   83,124,672 92,800 SH   SOLE   92,800 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   1,028,664 12,600 SH   SOLE   12,600 0 0
LAM RESEARCH CORP COM NEW 512807306   70,863,520 728,000 SH   SOLE   728,000 0 0
LOAR HOLDINGS INC COM SHS 53947R105   1,809,570 21,000 SH   SOLE   21,000 0 0
LOUISIANA PAC CORP COM 546347105   5,864,518 68,200 SH   SOLE   68,200 0 0
MARTIN MARIETTA MATLS INC COM 573284106   157,277,040 286,500 SH   SOLE   286,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   53,384,300 95,000 SH   SOLE   95,000 0 0
MERCADOLIBRE INC COM 58733R102   6,586,348 2,520 SH   SOLE   2,520 0 0
META PLATFORMS INC CL A 30303M102   78,237,540 106,000 SH   SOLE   106,000 0 0
MICROSOFT CORP COM 594918104   503,378,920 1,012,000 SH   SOLE   1,012,000 0 0
MOODYS CORP COM 615369105   118,375,240 236,000 SH   SOLE   236,000 0 0
NATERA INC COM 632307104   4,257,288 25,200 SH   SOLE   25,200 0 0
NETFLIX INC COM 64110L106   20,622,602 15,400 SH   SOLE   15,400 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   8,553,840 614,500 SH   SOLE   614,500 0 0
PROCTER AND GAMBLE CO COM 742718109   27,482,700 172,500 SH   SOLE   172,500 0 0
QXO INC COM NEW 82846H405   2,724,810 126,500 SH   SOLE   126,500 0 0
REPUBLIC SVCS INC COM 760759100   11,935,924 48,400 SH   SOLE   48,400 0 0
S&P GLOBAL INC COM 78409V104   141,313,720 268,000 SH   SOLE   268,000 0 0
SEA LTD SPONSORD ADS 81141R100   2,015,244 12,600 SH   SOLE   12,600 0 0
SHERWIN WILLIAMS CO COM 824348106   55,796,000 162,500 SH   SOLE   162,500 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   7,901,475 68,500 SH   SOLE   68,500 0 0
SPDR S&P 500 ETF TR CALL 78462F903   1,037,988,000 1,680,000 SH Call SOLE   1,680,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   12,891,312 16,800 SH   SOLE   16,800 0 0
STERIS PLC SHS USD G8473T100   2,017,848 8,400 SH   SOLE   8,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   229,207,880 1,012,000 SH   SOLE   1,012,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   59,399,890 146,500 SH   SOLE   146,500 0 0
TRANSDIGM GROUP INC COM 893641100   182,476,800 120,000 SH   SOLE   120,000 0 0
UNION PAC CORP COM 907818108   29,105,120 126,500 SH   SOLE   126,500 0 0
UNITED AIRLS HLDGS INC COM 910047109   32,329,780 406,000 SH   SOLE   406,000 0 0
UNITY SOFTWARE INC COM 91332U101   49,077,600 2,028,000 SH   SOLE   2,028,000 0 0
UNITY SOFTWARE INC CALL 91332U901   17,278,800 714,000 SH Call SOLE   714,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   1,790,544 33,600 SH   SOLE   33,600 0 0
VISA INC COM CL A 92826C839   190,306,800 536,000 SH   SOLE   536,000 0 0
VULCAN MATLS CO COM 929160109   125,845,650 482,500 SH   SOLE   482,500 0 0
WALMART INC COM 931142103   4,732,552 48,400 SH   SOLE   48,400 0 0
WASTE CONNECTIONS INC COM 94106B101   110,538,240 592,000 SH   SOLE   592,000 0 0
WASTE MGMT INC DEL COM 94106L109   5,766,264 25,200 SH   SOLE   25,200 0 0