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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
AVNET INC COM 053807103   86,328,000 1,650,000 SH   SOLE   1,650,000 0 0
COPA HOLDINGS SA CL A P31076105   36,909,600 420,000 SH   SOLE   420,000 0 0
ELEVANCE HEALTH INC COM 036752103   56,072,800 152,000 SH   SOLE   152,000 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   31,190,008 179,697 SH   SOLE   179,697 0 0