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 |
| AMAZON COM INC | COM | 023135106 | 30,920 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| AON PLC | SHS CL A | G0403H108 | 21,285 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | |||
| APPLE INC | CALL | 037833900 | 50,549 | 240,000 | SH | Call | SOLE | 0 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 20,070 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 32,510 | 302,000 | SH | SOLE | 302,000 | 0 | 0 | |||
| GE AEROSPACE | COM NEW | 369604301 | 17,884 | 112,500 | SH | SOLE | 112,500 | 0 | 0 | |||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 25,817 | 188,600 | SH | SOLE | 188,600 | 0 | 0 | |||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 69,979 | 735,000 | SH | SOLE | 735,000 | 0 | 0 | |||
| INTUIT | COM | 461202103 | 14,787 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | |||
| SHERWIN WILLIAMS CO | COM | 824348106 | 15,668 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | |||
| TRANSUNION | COM | 89400J107 | 19,282 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| VISA INC | COM | 92826C839 | 23,360 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | |||
| WEX INC | COM | 96208T104 | 8,857 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||