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 | CAP STK CL C | 02079K107 | 20,399,850 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 100,919,400 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | |||
| ENSIGN GROUP INC | COM | 29358P101 | 67,874,400 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | |||
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | 49,864,750 | 229,000 | SH | SOLE | 229,000 | 0 | 0 | |||
| LOUISIANA PAC CORP | COM | 546347105 | 68,147,075 | 792,500 | SH | SOLE | 792,500 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 40,594,950 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| PROGRESSIVE CORP | COM | 743315103 | 18,680,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 53,222,400 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| TRANSUNION | COM | 89400J107 | 33,792,000 | 384,000 | SH | SOLE | 384,000 | 0 | 0 | |||