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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>20754106</value>
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      <Sole>99650</Sole>
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    <nameOfIssuer>AMPHENOL CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>032095101</cusip>
    <value>19062930</value>
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      <Sole>150874</Sole>
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      <None>0</None>
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    <nameOfIssuer>ASML HLDG NV</nameOfIssuer>
    <titleOfClass>N Y REGISTRY SHS</titleOfClass>
    <cusip>N07059210</cusip>
    <value>17350423</value>
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      <sshPrnamt>13136</sshPrnamt>
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      <Sole>13136</Sole>
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      <None>0</None>
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    <nameOfIssuer>AXON ENTERPRISE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05464C101</cusip>
    <value>9008949</value>
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      <sshPrnamt>21213</sshPrnamt>
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    <votingAuthority>
      <Sole>21213</Sole>
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      <None>0</None>
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    <nameOfIssuer>BLACKSTONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09260D107</cusip>
    <value>10432583</value>
    <shrsOrPrnAmt>
      <sshPrnamt>90726</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>90726</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>DANAHER CORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>235851102</cusip>
    <value>23017440</value>
    <shrsOrPrnAmt>
      <sshPrnamt>121400</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>121400</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>FAIR ISAAC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>303250104</cusip>
    <value>9250234</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8665</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8665</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>GE AEROSPACE</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>369604301</cusip>
    <value>16373245</value>
    <shrsOrPrnAmt>
      <sshPrnamt>57699</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>57699</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GE VERNOVA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36828A101</cusip>
    <value>17288657</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19806</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19806</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>LINDE PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G54950103</cusip>
    <value>15685846</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31640</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>31640</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>17289769</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30220</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>30220</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>18002478</value>
    <shrsOrPrnAmt>
      <sshPrnamt>48633</sshPrnamt>
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      <Sole>48633</Sole>
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      <None>0</None>
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    <nameOfIssuer>MOODYS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>615369105</cusip>
    <value>23071518</value>
    <shrsOrPrnAmt>
      <sshPrnamt>52886</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>52886</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>QUANTA SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74762E102</cusip>
    <value>9096163</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16568</sshPrnamt>
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    <votingAuthority>
      <Sole>16568</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>RBC BEARINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75524B104</cusip>
    <value>14370955</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26460</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>26460</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>824348106</cusip>
    <value>11844643</value>
    <shrsOrPrnAmt>
      <sshPrnamt>36951</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>36951</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>STATE STR SPDR S&amp;P 500 ETF T</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>39670740</value>
    <shrsOrPrnAmt>
      <sshPrnamt>61000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
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      <Sole>61000</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFAC</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874039100</cusip>
    <value>21696390</value>
    <shrsOrPrnAmt>
      <sshPrnamt>64200</sshPrnamt>
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      <Sole>64200</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TRANE TECHNOLOGIES PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G8994E103</cusip>
    <value>16514573</value>
    <shrsOrPrnAmt>
      <sshPrnamt>39628</sshPrnamt>
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    <votingAuthority>
      <Sole>39628</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VISA INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>92826C839</cusip>
    <value>18718025</value>
    <shrsOrPrnAmt>
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      <Sole>61931</Sole>
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      <None>0</None>
    </votingAuthority>
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