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   3,342,112 28,400 SH   SOLE   28,400 0 0
ALPHABET INC CAP STK CL A 02079K305   8,499,570 44,900 SH   SOLE   44,900 0 0
AMAZON COM INC COM 023135106   25,554,328 116,479 SH   SOLE   116,479 0 0
AMPHENOL CORP NEW CL A 032095101   14,306,214 205,993 SH   SOLE   205,993 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   14,846,467 21,421 SH   SOLE   21,421 0 0
AXON ENTERPRISE INC COM 05464C101   6,656,384 11,200 SH   SOLE   11,200 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   25,356,711 350,376 SH   SOLE   350,376 0 0
DANAHER CORPORATION COM 235851102   13,731,451 59,819 SH   SOLE   59,819 0 0
FAIR ISAAC CORP COM 303250104   8,357,924 4,198 SH   SOLE   4,198 0 0
GALLAGHER ARTHUR J & CO COM 363576109   21,218,355 74,752 SH   SOLE   74,752 0 0
GE AEROSPACE COM NEW 369604301   25,389,941 152,227 SH   SOLE   152,227 0 0
GE VERNOVA INC COM 36828A101   13,271,668 40,348 SH   SOLE   40,348 0 0
MICROSOFT CORP COM 594918104   26,052,915 61,810 SH   SOLE   61,810 0 0
MOODYS CORP COM 615369105   11,092,953 23,434 SH   SOLE   23,434 0 0
SHERWIN WILLIAMS CO COM 824348106   12,128,023 35,678 SH   SOLE   35,678 0 0
UNITEDHEALTH GROUP INC COM 91324P102   13,734,099 27,150 SH   SOLE   27,150 0 0
UNITEDHEALTH GROUP INC COM 91324P102   5,058,600 10,000 SH Put SOLE   10,000 0 0