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
ALPHABET INC CAP STK CL A 02079K305   48,133,800 198,000 SH   SOLE   198,000 0 0
AMAZON COM INC COM 023135106   1,761,829,680 8,024,000 SH   SOLE   8,024,000 0 0
AMAZON COM INC CALL 023135906   27,665,820 126,000 SH Call SOLE   126,000 0 0
AMERICAN EXPRESS CO COM 025816109   21,756,480 65,500 SH   SOLE   65,500 0 0
APPLE INC COM 037833100   23,120,404 90,800 SH   SOLE   90,800 0 0
AURORA INNOVATION INC CLASS A COM 051774107   4,527,600 840,000 SH   SOLE   840,000 0 0
AXON ENTERPRISE INC COM 05464C101   4,521,132 6,300 SH   SOLE   6,300 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   14,339,325 192,500 SH   SOLE   192,500 0 0
CASEYS GEN STORES INC COM 147528103   71,230,320 126,000 SH   SOLE   126,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   37,152,120 948,000 SH   SOLE   948,000 0 0
CLEAN HARBORS INC COM 184496107   7,802,592 33,600 SH   SOLE   33,600 0 0
COINBASE GLOBAL INC PUT 19260Q957   168,745 500 SH Put SOLE   500 0 0
COLGATE PALMOLIVE CO COM 194162103   13,469,890 168,500 SH   SOLE   168,500 0 0
COMFORT SYS USA INC COM 199908104   2,079,454 2,520 SH   SOLE   2,520 0 0
COREWEAVE INC PUT 21873S958   68,425 500 SH Put SOLE   500 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,072,772 4,400 SH   SOLE   4,400 0 0
COUPANG INC CL A 22266T109   27,112,400 842,000 SH   SOLE   842,000 0 0
DANAHER CORPORATION COM 235851102   38,858,960 196,000 SH   SOLE   196,000 0 0
DEERE & CO COM 244199105   3,840,984 8,400 SH   SOLE   8,400 0 0
DOORDASH INC CL A 25809K105   10,335,620 38,000 SH   SOLE   38,000 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   28,746,240 128,000 SH   SOLE   128,000 0 0
FERROVIAL SE ORD SHS N3168P101   21,213,200 362,000 SH   SOLE   362,000 0 0
GE AEROSPACE COM NEW 369604301   385,651,240 1,282,000 SH   SOLE   1,282,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   12,767,000 170,000 SH   SOLE   170,000 0 0
GEMINI SPACE STA INC PUT 36866J955   4,792 200 SH Put SOLE   200 0 0
HEICO CORP NEW CL A 422806208   6,403,068 25,200 SH   SOLE   25,200 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   112,207,800 432,500 SH   SOLE   432,500 0 0
INSTALLED BLDG PRODS INC COM 45780R101   1,553,958 6,300 SH   SOLE   6,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,245,696 25,200 SH   SOLE   25,200 0 0
JPMORGAN CHASE & CO. COM 46625H100   3,312,015 10,500 SH   SOLE   10,500 0 0
KENVUE INC COM 49177J102   23,955,480 1,476,000 SH   SOLE   1,476,000 0 0
KLA CORP COM NEW 482480100   40,986,800 38,000 SH   SOLE   38,000 0 0
LAM RESEARCH CORP COM NEW 512807306   45,793,800 342,000 SH   SOLE   342,000 0 0
LOAR HOLDINGS INC COM SHS 53947R105   1,680,000 21,000 SH   SOLE   21,000 0 0
LOUISIANA PAC CORP COM 546347105   6,822,912 76,800 SH   SOLE   76,800 0 0
LYFT INC CL A COM 55087P104   5,546,520 252,000 SH   SOLE   252,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   171,436,160 272,000 SH   SOLE   272,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   54,036,950 95,000 SH   SOLE   95,000 0 0
MERCADOLIBRE INC COM 58733R102   5,889,089 2,520 SH   SOLE   2,520 0 0
META PLATFORMS INC CL A 30303M102   77,844,280 106,000 SH   SOLE   106,000 0 0
MICROSOFT CORP COM 594918104   524,165,400 1,012,000 SH   SOLE   1,012,000 0 0
MOODYS CORP COM 615369105   154,617,760 324,500 SH   SOLE   324,500 0 0
NETFLIX INC COM 64110L106   18,463,368 15,400 SH   SOLE   15,400 0 0
PALANTIR TECHNOLOGIES INC PUT 69608A958   182,420 1,000 SH Put SOLE   1,000 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   15,941,680 712,000 SH   SOLE   712,000 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   5,635,500 255,000 SH   SOLE   255,000 0 0
PROCTER AND GAMBLE CO COM 742718109   26,504,625 172,500 SH   SOLE   172,500 0 0
QXO INC COM NEW 82846H405   2,411,090 126,500 SH   SOLE   126,500 0 0
REPUBLIC SVCS INC COM 760759100   14,962,096 65,200 SH   SOLE   65,200 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   8,081,640 126,000 SH   SOLE   126,000 0 0
S&P GLOBAL INC COM 78409V104   197,604,260 406,000 SH   SOLE   406,000 0 0
SEA LTD SPONSORD ADS 81141R100   4,503,996 25,200 SH   SOLE   25,200 0 0
SELECT SECTOR SPDR TR THE INDUSTRIAL S 81369Y795   308,460 2,000 SH Put SOLE   2,000 0 0
SHERWIN WILLIAMS CO COM 824348106   56,267,250 162,500 SH   SOLE   162,500 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   15,158,220 102,000 SH   SOLE   102,000 0 0
SOLARIS ENERGY INFRAS INC PUT 83418M953   39,970 1,000 SH Put SOLE   1,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953   2,331,630 3,500 SH Put SOLE   3,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   11,726,400 16,800 SH   SOLE   16,800 0 0
STRATEGY INC PUT 594972958   161,105 500 SH Put SOLE   500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   52,382,160 108,000 SH   SOLE   108,000 0 0
TRACTOR SUPPLY CO COM 892356106   955,416 16,800 SH   SOLE   16,800 0 0
TRANSDIGM GROUP INC COM 893641100   158,162,400 120,000 SH   SOLE   120,000 0 0
UNION PAC CORP COM 907818108   35,573,685 150,500 SH   SOLE   150,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   13,052,340 37,800 SH   SOLE   37,800 0 0
VAIL RESORTS INC COM 91879Q109   1,570,485 10,500 SH   SOLE   10,500 0 0
VERTIV HOLDINGS CO PUT 92537N958   226,290 1,500 SH Put SOLE   1,500 0 0
VISA INC COM CL A 92826C839   281,297,120 824,000 SH   SOLE   824,000 0 0
VULCAN MATLS CO COM 929160109   134,737,560 438,000 SH   SOLE   438,000 0 0
WALMART INC COM 931142103   7,832,560 76,000 SH   SOLE   76,000 0 0
WASTE CONNECTIONS INC COM 94106B101   119,983,500 682,500 SH   SOLE   682,500 0 0