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 | 16,599,510 | 90,500 | SH | SOLE | 90,500 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 19,469,938 | 100,750 | SH | SOLE | 100,750 | 0 | 0 | |||
| AUTOZONE INC | COM | 053332102 | 14,968,705 | 5,050 | SH | SOLE | 5,050 | 0 | 0 | |||
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 19,108,400 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | |||
| COPART INC | COM | 217204106 | 11,427,760 | 211,000 | SH | SOLE | 211,000 | 0 | 0 | |||
| D R HORTON INC | COM | 23331A109 | 7,751,150 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| KKR & CO INC | COM | 48251W104 | 19,995,600 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | |||
| LOWES COS INC | COM | 548661107 | 13,778,750 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 14,668,570 | 33,250 | SH | SOLE | 33,250 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 12,514,600 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | |||
| PULTE GROUP INC | COM | 745867101 | 8,424,850 | 76,500 | SH | SOLE | 76,500 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 13,380,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| TOLL BROTHERS INC | COM | 889478103 | 10,251,020 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | |||