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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 16,247,920 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 19,168,695 | 100,750 | SH | SOLE | 100,750 | 0 | 0 | |||
| AUTOZONE INC | COM | 053332102 | 16,204,315 | 4,250 | SH | SOLE | 4,250 | 0 | 0 | |||
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 27,934,530 | 533,000 | SH | SOLE | 533,000 | 0 | 0 | |||
| COPART INC | COM | 217204106 | 11,657,540 | 206,000 | SH | SOLE | 206,000 | 0 | 0 | |||
| KKR & CO INC | COM | 48251W104 | 17,977,355 | 155,500 | SH | SOLE | 155,500 | 0 | 0 | |||
| LOWES COS INC | COM | 548661107 | 14,110,415 | 60,500 | SH | SOLE | 60,500 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 17,128,750 | 31,250 | SH | SOLE | 31,250 | 0 | 0 | |||
| MSCI INC | COM | 55354G100 | 1,413,750 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
| PULTE GROUP INC | COM | 745867101 | 14,623,300 | 142,250 | SH | SOLE | 142,250 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 16,767,300 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | |||
| TOLL BROTHERS INC | COM | 889478103 | 9,503,100 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||