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 |
| ALPHABET INC | Class A | 02079K305 | 104,533,000 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | |||
| AMAZON COM INC | Common | 023135106 | 57,088,200 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| AMERICAN EXPRESS CO | Common | 025816109 | 46,502,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| ANALOG DEVICES INC | Common | 032654105 | 88,452,000 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | |||
| AON PLC | Class A | G0403H108 | 35,658,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| BRADY CORP | Class A | 104674106 | 15,606,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| CAPITAL ONE FINL CORP | Common | 14040H105 | 71,214,300 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | |||
| CHEVRON CORP NEW | Common | 166764100 | 39,793,063 | 256,250 | SH | SOLE | 256,250 | 0 | 0 | |||
| COHERENT CORP | Common | 19247G107 | 21,544,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| GALLAGHER ARTHUR J & CO | Common | 363576109 | 32,522,700 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| JOHNSON & JOHNSON | Common | 478160104 | 14,833,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| JPMORGAN CHASE & CO. | Common | 46625H100 | 44,160,200 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| KEYSIGHT TECHNOLOGIES INC | Common | 49338L103 | 34,984,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| MEDTRONIC PLC | Common | G5960L103 | 23,810,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| MERCADOLIBRE INC | Common | 58733R102 | 30,380,220 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| MERCK & CO INC | Common | 58933Y105 | 12,589,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| META PLATFORMS INC | Class A | 30303M102 | 66,094,200 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| MICROSOFT CORP | Common | 594918104 | 41,436,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| MOTOROLA SOLUTIONS INC | Common | 620076307 | 64,020,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| NIKE INC | Common | 654106103 | 31,378,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| PROGRESSIVE CORP | Common | 743315103 | 98,780,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| RAYONIER INC | Common | 754907103 | 31,887,120 | 1,201,474 | SH | SOLE | 1,201,474 | 0 | 0 | |||
| ROPER TECHNOLOGIES INC | Common | 776696106 | 24,934,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| SCHWAB CHARLES CORP | Common | 808513105 | 76,376,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | ADR | 874039100 | 22,343,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| TELEDYNE TECHNOLOGIES INC | common | 879360105 | 41,022,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| TWFG INC | Class A | 87318A101 | 12,348,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| VISA INC | Common Class A | 92826C839 | 25,603,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| WILLSCOT HLDGS CORP | Common | 971378104 | 4,749,750 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||