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

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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
ADOBE SYSTEMS INCORPORATED COM 00724F101   9,779,800 20,000 SH   SOLE 0 20,000 0 0
ALPHABET INC CAP STK CL A 02079K305   25,137,000 210,000 SH   SOLE 0 210,000 0 0
AMAZON COM INC COM 023135106   27,375,600 210,000 SH   SOLE 0 210,000 0 0
APPLE INC COM 037833100   19,397,000 100,000 SH   SOLE 0 100,000 0 0
COPART INC COM 217204106   13,681,500 150,000 SH   SOLE 0 150,000 0 0
MICROSOFT CORP COM 594918104   28,945,900 85,000 SH   SOLE 0 85,000 0 0
NVIDIA CORPORATION COM 67066G104   10,575,500 25,000 SH   SOLE 0 25,000 0 0
TRANSDIGM GROUP INC COM 893641100   13,412,550 15,000 SH   SOLE 0 15,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   15,225,000 100,000 SH   SOLE 0 100,000 0 0
VISA INC COM CL A 92826C839   5,937,000 25,000 SH   SOLE 0 25,000 0 0