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 | 85,265,600 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 102,816,600 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | |||
| BBB FOODS INC | CL A COM | G0896C103 | 951,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 37,229,625 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | |||
| ENSTAR GROUP LIMITED | SHS | G3075P101 | 52,829,200 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| FERGUSON PLC NEW | SHS | G3421J106 | 61,051,185 | 279,500 | SH | SOLE | 279,500 | 0 | 0 | |||
| MISTER CAR WASH INC | COM | 60646V105 | 21,312,500 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | |||
| PROGRESSIVE CORP | COM | 743315103 | 45,500,400 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 48,032,400 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 64,096,250 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||