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
AAON INC COM PAR $0.004 000360206   4,950,988 87,058 SH   SOLE   87,058 0 0
ALPHABET INC. CAP STK CL A 02079K305   18,529,776 141,600 SH   SOLE   141,600 0 0
AMAZON COM INC COM 023135106   8,142,544 64,054 SH   SOLE   64,054 0 0
AMPHENOL CORP NEW CL A 032095101   4,476,667 53,300 SH   SOLE   53,300 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   14,754,763 25,065 SH   SOLE   25,065 0 0
BLACKSTONE INC COM 09260D107   2,699,928 25,200 SH   SOLE   25,200 0 0
CANADIAN NATL RY CO COM 136375102   4,333,200 40,000 SH Put SOLE   40,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   17,037,286 228,965 SH   SOLE   228,965 0 0
CSX CORP COM 126408103   13,657,613 444,150 SH   SOLE   444,150 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   6,581,254 94,995 SH   SOLE   94,995 0 0
GALLAGHER ARTHUR J & CO COM 363576109   16,794,338 73,682 SH   SOLE   73,682 0 0
MICROSOFT CORP COM 594918104   24,772,482 78,456 SH   SOLE   78,456 0 0
SHERWIN WILLIAMS CO COM 824348106   18,676,801 73,228 SH   SOLE   73,228 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   30,009,096 70,200 SH Put SOLE   70,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102   16,006,520 31,747 SH   SOLE   31,747 0 0
VISA INC COM CL A 92826C839   13,621,192 59,220 SH   SOLE   59,220 0 0