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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
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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
AIR LEASE CORP CL A 00912X302   12,228,300 270,000 SH   SOLE   270,000 0 0
AMAZON COM INC COM 023135106   34,936,875 187,500 SH   SOLE   187,500 0 0
AON PLC SHS CL A G0403H108   20,759,400 60,000 SH   SOLE   60,000 0 0
ATI INC COM 01741R102   16,727,500 250,000 SH   SOLE   250,000 0 0
BOOKING HOLDINGS INC COM 09857L108   21,060,600 5,000 SH   SOLE   5,000 0 0
COPART INC COM 217204106   8,908,000 170,000 SH   SOLE   170,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   17,496,348 177,250 SH   SOLE   177,250 0 0
GE AEROSPACE COM NEW 369604301   18,197,970 96,500 SH   SOLE   96,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   24,096,000 150,000 SH   SOLE   150,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   54,038,950 515,000 SH   SOLE   515,000 0 0
INTUIT COM 461202103   17,698,500 28,500 SH   SOLE   28,500 0 0
MICROSOFT CORP COM 594918104   19,363,500 45,000 SH   SOLE   45,000 0 0
QXO INC COM NEW 82846H405   4,257,900 270,000 SH   SOLE   270,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   18,669,525 107,500 SH   SOLE   107,500 0 0
TRANSUNION COM 89400J107   16,909,050 161,500 SH   SOLE   161,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   14,657,928 25,070 SH   SOLE   25,070 0 0
VISA INC COM 92826C839   25,432,875 92,500 SH   SOLE   92,500 0 0