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
Estimated average burden
hours per response: 23.8

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
ALIBABA GROUP HOLDINGS LTD SPON ADS 01609W102   1,268,983 7,100 SH   SOLE   7,100 0 0
BLOCK H & R INC COM 093671105   2,680,210 53,000 SH   SOLE   53,000 0 0
CARMAX INC COM 143130102   48,190,380 1,074,000 SH   SOLE   1,074,000 0 0
CHECK POINT SOFTWARE TECHNOLOGY LT ORD M22465104   33,105,600 160,000 SH   SOLE   160,000 0 0
MICROSOFT CORP COM 594918104   42,989,850 83,000 SH   SOLE   83,000 0 0
MOODYS CORP COM 615369105   57,177,600 120,000 SH   SOLE   120,000 0 0
RTX CORPORATION COM 75513E101   27,609,450 165,000 SH   SOLE   165,000 0 0