The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AERCAP HOLDINGS NV | common | N00985106 | 25,630,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| ALPHABET INC | Class A | 02079K305 | 81,967,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| AMAZON COM INC | Common | 023135106 | 43,481,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| AMERICAN EXPRESS CO | Common | 025816109 | 46,310,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ANALOG DEVICES INC | Common | 032654105 | 91,304,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| AON PLC | Class A | G0403H108 | 29,358,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| BRADY CORP | Class A | 104674106 | 13,204,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| CAPITAL ONE FINL CORP | Common | 14040H105 | 41,535,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| COHERENT CORP | Common | 19247G107 | 28,984,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| GALLAGHER ARTHUR J & CO | Common | 363576109 | 27,227,550 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| HESS CORP | Common | 42809H107 | 40,568,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| INTEL CORP | Common | 458140100 | 12,388,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| JOHNSON & JOHNSON | Common | 478160104 | 13,154,400 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| JPMORGAN CHASE & CO. | Common | 46625H100 | 40,452,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| KEYSIGHT TECHNOLOGIES INC | Common | 49338L103 | 27,350,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| MEDTRONIC PLC | Common | G5960L103 | 14,561,350 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | |||
| MERCADOLIBRE INC | Common | 58733R102 | 21,364,200 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| MERCK & CO INC | Common | 58933Y105 | 19,808,000 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| META PLATFORMS INC | Class A | 30303M102 | 50,422,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| MICROSOFT CORP | Common | 594918104 | 35,756,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| MOTOROLA SOLUTIONS INC | Common | 620076307 | 57,907,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| PROGRESSIVE CORP | Common | 743315103 | 89,315,300 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | |||
| RAYONIER INC | Common | 754907103 | 33,453,500 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | |||
| ROPER TECHNOLOGIES INC | Common | 776696106 | 31,001,300 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| SCHWAB CHARLES CORP | Common | 808513105 | 51,583,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| TELEDYNE TECHNOLOGIES INC | common | 879360105 | 23,278,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| VISA INC | Common Class A | 92826C839 | 19,685,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| WOLFSPEED INC | Common | 977852102 | 3,869,200 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||