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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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
ADVANCED MICRO DEVICES INC COM 007903107   9,707,400 60,000 SH   SOLE   60,000 0 0
AMPHENOL CORP NEW CL A 032095101   16,087,500 130,000 SH   SOLE   130,000 0 0
AMRIZE LTD SHS H2927K103   13,802,708 284,416 SH   SOLE   284,416 0 0
APPFOLIO INC COM CL A 03783C100   11,026,400 40,000 SH   SOLE   40,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   18,588,333 20,234 SH   SOLE   20,234 0 0
AUTOZONE INC COM 053332102   9,086,728 2,118 SH   SOLE   2,118 0 0
AXIS CAP HLDGS LTD SHS G0692U109   14,370,000 150,000 SH   SOLE   150,000 0 0
BROADCOM INC COM 11135F101   11,202,094 33,955 SH   SOLE   33,955 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   9,093,750 75,000 SH   SOLE   75,000 0 0
CLEAN HARBORS INC COM 184496107   17,682,160 76,144 SH   SOLE   76,144 0 0
CVS HEALTH CORP COM 126650100   26,914,230 357,000 SH   SOLE   357,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101   7,961,445 32,277 SH   SOLE   32,277 0 0
LENNOX INTL INC COM 526107107   7,971,632 15,059 SH   SOLE   15,059 0 0
PATRICK INDS INC COM 703343103   15,514,500 150,000 SH   SOLE   150,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   17,866,470 55,215 SH   SOLE   55,215 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   7,469,700 70,000 SH   SOLE   70,000 0 0