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
3M CO COM 88579Y101   587,440 4,000 SH   SOLE   4,000 0 0
AMAZON COM INC COM 023135106   48,573,378 255,300 SH   SOLE   255,300 0 0
API GROUP CORP COM STK 00187Y100   30,753,600 860,000 SH   SOLE   860,000 0 0
CRANE COMPANY COMMON STOCK 224408104   56,676,600 370,000 SH   SOLE   370,000 0 0
DATADOG INC CL A COM 23804L103   3,671,068 37,003 SH   SOLE   37,003 0 0
FERRARI N V COM N3167Y103   42,788,000 100,000 SH   SOLE   100,000 0 0
GE AEROSPACE COM NEW 369604301   38,028,500 190,000 SH   SOLE   190,000 0 0
GE VERNOVA INC COM 36828A101   38,282,112 125,400 SH   SOLE   125,400 0 0
HEICO CORP NEW COM 422806109   34,734,700 130,000 SH   SOLE   130,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   27,306,000 120,000 SH   SOLE   120,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   9,935,400 60,000 SH   SOLE   60,000 0 0
LENNAR CORP CL A 526057104   8,034,600 70,000 SH   SOLE   70,000 0 0
LOAR HOLDINGS INC COM SHS 53947R105   38,857,500 550,000 SH   SOLE   550,000 0 0
MAPLEBEAR INC COM 565394103   66,175,356 1,658,946 SH   SOLE   1,658,946 0 0
META PLATFORMS INC CL A 30303M102   15,058,558 26,127 SH   SOLE   26,127 0 0
MICROSOFT CORP COM 594918104   28,905,030 77,000 SH   SOLE   77,000 0 0
MOODYS CORP COM 615369105   13,039,320 28,000 SH   SOLE   28,000 0 0
NETFLIX INC COM 64110L106   26,762,678 28,699 SH   SOLE   28,699 0 0
NVIDIA CORPORATION COM 67066G104   10,838,000 100,000 SH   SOLE   100,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   20,056,120 14,000 SH   SOLE   14,000 0 0
SALESFORCE INC COM 79466L302   1,341,800 5,000 SH   SOLE   5,000 0 0
SHOPIFY INC CL A 82509L107   24,507,234 256,674 SH   SOLE   256,674 0 0
SNOWFLAKE INC CL A 833445109   14,468,086 98,988 SH   SOLE   98,988 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   37,402,040 68,000 SH   SOLE   68,000 0 0
STARBUCKS CORP COM 855244109   490,450 5,000 SH   SOLE   5,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   63,211,250 305,000 SH   SOLE   305,000 0 0
TRANSDIGM GROUP INC COM 893641100   26,282,510 19,000 SH   SOLE   19,000 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   2,144,565 33,778 SH   SOLE   33,778 0 0
XPO INC COM 983793100   36,214,333 336,627 SH   SOLE   336,627 0 0