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
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
AMAZON COM INC COM 023135106   20,754,106 99,650 SH   SOLE   99,650 0 0
AMPHENOL CORP CL A 032095101   19,062,930 150,874 SH   SOLE   150,874 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210   17,350,423 13,136 SH   SOLE   13,136 0 0
AXON ENTERPRISE INC COM 05464C101   9,008,949 21,213 SH   SOLE   21,213 0 0
BLACKSTONE INC COM 09260D107   10,432,583 90,726 SH   SOLE   90,726 0 0
DANAHER CORP DEL COM 235851102   23,017,440 121,400 SH   SOLE   121,400 0 0
FAIR ISAAC CORP COM 303250104   9,250,234 8,665 SH   SOLE   8,665 0 0
GE AEROSPACE COM NEW 369604301   16,373,245 57,699 SH   SOLE   57,699 0 0
GE VERNOVA INC COM 36828A101   17,288,657 19,806 SH   SOLE   19,806 0 0
LINDE PLC SHS G54950103   15,685,846 31,640 SH   SOLE   31,640 0 0
META PLATFORMS INC CL A 30303M102   17,289,769 30,220 SH   SOLE   30,220 0 0
MICROSOFT CORP COM 594918104   18,002,478 48,633 SH   SOLE   48,633 0 0
MOODYS CORP COM 615369105   23,071,518 52,886 SH   SOLE   52,886 0 0
QUANTA SVCS INC COM 74762E102   9,096,163 16,568 SH   SOLE   16,568 0 0
RBC BEARINGS INC COM 75524B104   14,370,955 26,460 SH   SOLE   26,460 0 0
SHERWIN WILLIAMS CO COM 824348106   11,844,643 36,951 SH   SOLE   36,951 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103   39,670,740 61,000 SH Put SOLE   61,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   21,696,390 64,200 SH   SOLE   64,200 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   16,514,573 39,628 SH   SOLE   39,628 0 0
VISA INC COM CL A 92826C839   18,718,025 61,931 SH   SOLE   61,931 0 0