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    <issuerName>ORACLE CORPORATION</issuerName>
    <cusip>68389X105</cusip>
    <isin>US68389X1054</isin>
    <meetingDate>11/14/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve the Compensation of our Named Executive Officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>318457</sharesVoted>
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    <issuerName>ROBLOX CORPORATION</issuerName>
    <cusip>771049103</cusip>
    <isin>US7710491033</isin>
    <meetingDate>5/29/2025</meetingDate>
    <voteDescription>Advisory Vote on the Compensation of our Named Executive Officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <sharesVoted>583233</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>THE CHARLES SCHWAB CORPORATION</issuerName>
    <cusip>808513105</cusip>
    <isin>US8085131055</isin>
    <meetingDate>5/22/2025</meetingDate>
    <voteDescription>Advisory approval of named executive officer compensation</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <howVoted>FOR</howVoted>
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    <issuerName>H&amp;R BLOCK, INC.</issuerName>
    <cusip>093671105</cusip>
    <isin>US0936711052</isin>
    <meetingDate>11/6/2024</meetingDate>
    <voteDescription>Advisory approval of the Company's named executive officer compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <howVoted>FOR</howVoted>
        <sharesVoted>534069</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>FLUTTER ENTERTAINMENT PLC</issuerName>
    <cusip>G3643J108</cusip>
    <isin>IE00BWT6H894</isin>
    <meetingDate>6/5/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our Named Executive Officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>317409</sharesVoted>
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        <howVoted>FOR</howVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>FLUTTER ENTERTAINMENT PLC</issuerName>
    <cusip>G3643J108</cusip>
    <isin>IE00BWT6H894</isin>
    <meetingDate>6/5/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>317409</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>317409</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>APPLIED MATERIALS, INC.</issuerName>
    <cusip>038222105</cusip>
    <isin>US0382221051</isin>
    <meetingDate>3/6/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2024.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>459809</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>459809</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>LENNAR CORPORATION</issuerName>
    <cusip>526057104</cusip>
    <isin>US5260571048</isin>
    <meetingDate>4/9/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>352415</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>352415</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>BROADCOM INC</issuerName>
    <cusip>11135F101</cusip>
    <isin>US11135F1012</isin>
    <meetingDate>4/21/2025</meetingDate>
    <voteDescription>Advisory vote to approve the named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>722288</sharesVoted>
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        <howVoted>FOR</howVoted>
        <sharesVoted>722288</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>UNITEDHEALTH GROUP INCORPORATED</issuerName>
    <cusip>91324P102</cusip>
    <isin>US91324P1021</isin>
    <meetingDate>6/2/2025</meetingDate>
    <voteDescription>Advisory approval of the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>77152</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>77152</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>VERTIV HOLDINGS CO</issuerName>
    <cusip>92537N108</cusip>
    <isin>US92537N1081</isin>
    <meetingDate>6/18/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>732118</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>732118</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>LAM RESEARCH CORPORATION</issuerName>
    <cusip>512807108</cusip>
    <isin>US5128071082</isin>
    <meetingDate>11/5/2024</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of the named executive officers of Lam Research, or "Say on Pay."</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>111297</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>111297</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>VISA INC.</issuerName>
    <cusip>92826C839</cusip>
    <isin>US92826C8394</isin>
    <meetingDate>1/28/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation paid to our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>223108</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>223108</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PHILIP MORRIS INTERNATIONAL INC.</issuerName>
    <cusip>718172109</cusip>
    <isin>US7181721090</isin>
    <meetingDate>5/7/2025</meetingDate>
    <voteDescription>Advisory Vote Approving Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>504385</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>504385</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>MICROSOFT CORPORATION</issuerName>
    <cusip>594918104</cusip>
    <isin>US5949181045</isin>
    <meetingDate>12/10/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>135607</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>135607</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>ARES MANAGEMENT CORPORATION</issuerName>
    <cusip>03990B101</cusip>
    <isin>US03990B1017</isin>
    <meetingDate>6/6/2025</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of the compensation paid to our named executive officers for our 2024 fiscal year.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>227151</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>227151</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>ARES MANAGEMENT CORPORATION</issuerName>
    <cusip>03990B101</cusip>
    <isin>US03990B1017</isin>
    <meetingDate>6/6/2025</meetingDate>
    <voteDescription>To recommend, on a non-binding, advisory basis, the frequency of future advisory votes to approve, on a non-binding, advisory basis, the compensation paid to our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>227151</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>3 Year</howVoted>
        <sharesVoted>227151</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>MASTERCARD INCORPORATED</issuerName>
    <cusip>57636Q104</cusip>
    <isin>US57636Q1040</isin>
    <meetingDate>6/24/2025</meetingDate>
    <voteDescription>Advisory approval of Mastercard's executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>52364</sharesVoted>
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        <howVoted>FOR</howVoted>
        <sharesVoted>52364</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>NVIDIA CORPORATION</issuerName>
    <cusip>67066G104</cusip>
    <isin>US67066G1040</isin>
    <meetingDate>6/25/2025</meetingDate>
    <voteDescription>Advisory approval of our executive compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1384117</sharesVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>DANAHER CORPORATION</issuerName>
    <cusip>235851102</cusip>
    <isin>US2358511028</isin>
    <meetingDate>5/6/2025</meetingDate>
    <voteDescription>To approve on an advisory basis the Company's named executive officer compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>346746</sharesVoted>
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        <howVoted>FOR</howVoted>
        <sharesVoted>346746</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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