The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ADOBE INC | COM | 00724F101 | 7,755,800 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 14,093,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 18,384,740 | 121,000 | SH | SOLE | 121,000 | 0 | 0 | |||
| AUTOZONE INC | COM | 053332102 | 11,893,806 | 4,600 | SH | SOLE | 4,600 | 0 | 0 | |||
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 16,609,680 | 414,000 | SH | SOLE | 414,000 | 0 | 0 | |||
| COPART INC | COM | 217204106 | 12,250,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| D R HORTON | COM | 23331A109 | 5,623,260 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | |||
| KKR & CO INC | COM | 48251W104 | 19,759,725 | 238,500 | SH | SOLE | 238,500 | 0 | 0 | |||
| LOWES COS INC | COM | 548661107 | 15,022,125 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 15,780,870 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 11,657,240 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 13,656,120 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | |||