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        <votingAuthority>
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        <titleOfClass>COM</titleOfClass>
        <cusip>29250N105</cusip>
        <value>22397211</value>
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            <sshPrnamt>443861</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>443861</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EOG RES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>26875P101</cusip>
        <value>16458319</value>
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            <sshPrnamt>146792</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>146792</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EQUIFAX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>294429105</cusip>
        <value>8507561</value>
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            <sshPrnamt>33164</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>33164</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EQUINIX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29444U700</cusip>
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            <sshPrnamt>18853</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18853</Sole>
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            <None>0</None>
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        <nameOfIssuer>EQUITY RESIDENTIAL</nameOfIssuer>
        <titleOfClass>SH BEN INT</titleOfClass>
        <cusip>29476L107</cusip>
        <value>9961947</value>
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            <sshPrnamt>153900</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>153900</Sole>
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            <None>0</None>
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        <nameOfIssuer>EXELON CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>30161N101</cusip>
        <value>11883315</value>
        <shrsOrPrnAmt>
            <sshPrnamt>264015</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>264015</Sole>
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            <None>0</None>
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        <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>30231G102</cusip>
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            <sshPrnamt>655303</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>655303</Sole>
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            <None>0</None>
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        <nameOfIssuer>FAIR ISAAC CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>303250104</cusip>
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            <sshPrnamt>4500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4500</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>FASTENAL CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>311900104</cusip>
        <value>11308624</value>
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            <sshPrnamt>230600</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>230600</Sole>
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            <None>0</None>
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        <nameOfIssuer>FEDEX CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>31428X106</cusip>
        <value>8234485</value>
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            <sshPrnamt>34920</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>34920</Sole>
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            <None>0</None>
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        <nameOfIssuer>FERRARI N V</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>N3167Y103</cusip>
        <value>3833238</value>
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            <sshPrnamt>7900</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7900</Sole>
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            <None>0</None>
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        <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>31620M106</cusip>
        <value>7423657</value>
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            <sshPrnamt>112582</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>112582</Sole>
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            <None>0</None>
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        <nameOfIssuer>FISERV INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>337738108</cusip>
        <value>15694778</value>
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            <sshPrnamt>121731</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>121731</Sole>
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            <None>0</None>
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        <nameOfIssuer>FLUTTER ENTMT PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G3643J108</cusip>
        <value>10160000</value>
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            <sshPrnamt>40000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>40000</Sole>
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            <None>0</None>
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        <nameOfIssuer>FORD MTR CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>345370860</cusip>
        <value>11024393</value>
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            <sshPrnamt>921772</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>921772</Sole>
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            <None>0</None>
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        <nameOfIssuer>FORTINET INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>34959E109</cusip>
        <value>9618752</value>
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            <sshPrnamt>114400</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>114400</Sole>
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            <None>0</None>
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        <nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
        <titleOfClass>CL B</titleOfClass>
        <cusip>35671D857</cusip>
        <value>20930420</value>
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            <sshPrnamt>533667</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>533667</Sole>
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            <None>0</None>
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        <nameOfIssuer>GALLAGHER ARTHUR J &amp; CO</nameOfIssuer>
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        <cusip>363576109</cusip>
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            <sshPrnamt>50250</sshPrnamt>
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            <Sole>50250</Sole>
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            <None>0</None>
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        <nameOfIssuer>GARTNER INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>366651107</cusip>
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            <sshPrnamt>23401</sshPrnamt>
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            <Sole>23401</Sole>
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        <nameOfIssuer>GE AEROSPACE</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>369604301</cusip>
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            <sshPrnamt>169308</sshPrnamt>
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        <nameOfIssuer>GE HEALTHCARE TECHNOLOGIES I</nameOfIssuer>
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        <cusip>36266G107</cusip>
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        <nameOfIssuer>GE VERNOVA INC</nameOfIssuer>
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        <titleOfClass>COM</titleOfClass>
        <cusip>370334104</cusip>
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        <nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>37045V100</cusip>
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        <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
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        <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>38141G104</cusip>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>54700</Sole>
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            <None>0</None>
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        <nameOfIssuer>GRAINGER W W INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>384802104</cusip>
        <value>8422260</value>
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        <nameOfIssuer>HCA HEALTHCARE INC</nameOfIssuer>
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        <nameOfIssuer>HEICO CORP NEW</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>422806208</cusip>
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        <nameOfIssuer>HEICO CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>422806109</cusip>
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        <nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>43300A203</cusip>
        <value>16933649</value>
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            <sshPrnamt>65270</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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        <nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>437076102</cusip>
        <value>64706817</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>159695</Sole>
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        <nameOfIssuer>HOWMET AEROSPACE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>443201108</cusip>
        <value>16272177</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>82924</Sole>
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            <None>0</None>
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        <nameOfIssuer>HP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>40434L105</cusip>
        <value>9365677</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>343947</Sole>
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            <None>0</None>
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        <nameOfIssuer>ILLINOIS TOOL WKS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>452308109</cusip>
        <value>13750918</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>52734</Sole>
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            <None>0</None>
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        <nameOfIssuer>INGERSOLL RAND INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>45687V106</cusip>
        <value>12778340</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>154664</Sole>
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        <nameOfIssuer>INTEL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>458140100</cusip>
        <value>23240857</value>
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            <sshPrnamt>692723</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>692723</Sole>
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        <nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>45866F104</cusip>
        <value>18179160</value>
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            <sshPrnamt>107901</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>107901</Sole>
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            <None>0</None>
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        <nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>459200101</cusip>
        <value>39067309</value>
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            <sshPrnamt>138458</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>138458</Sole>
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        <nameOfIssuer>INTUIT</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>461202103</cusip>
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            <sshPrnamt>45058</sshPrnamt>
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        <votingAuthority>
            <Sole>45058</Sole>
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        <nameOfIssuer>PUBLIC SVC ENTERPRISE GRP IN</nameOfIssuer>
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        <nameOfIssuer>RBB FUND TRUST</nameOfIssuer>
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        <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
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        <titleOfClass>COM</titleOfClass>
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</informationTable>
