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 | 21,432,400 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 20,859,150 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | |||
| AUTOZONE INC | COM | 053332102 | 11,154,624 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | |||
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 29,832,300 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | |||
| BROWN & BROWN INC | COM | 115236101 | 6,096,350 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| COPART INC | COM | 217204106 | 10,747,830 | 239,000 | SH | SOLE | 239,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 11,350,500 | 43,750 | SH | SOLE | 43,750 | 0 | 0 | |||
| KKR & CO INC | COM | 48251W104 | 18,128,025 | 139,500 | SH | SOLE | 139,500 | 0 | 0 | |||
| LOWES COS INC | COM | 548661107 | 9,801,090 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 16,922,098 | 29,750 | SH | SOLE | 29,750 | 0 | 0 | |||
| MSCI INC | COM | 55354G100 | 5,532,248 | 9,750 | SH | SOLE | 9,750 | 0 | 0 | |||
| PULTE GROUP INC | COM | 745867101 | 23,783,400 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| QXO INC | COM NEW | 82846H405 | 9,949,320 | 522,000 | SH | SOLE | 522,000 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 15,939,753 | 32,750 | SH | SOLE | 32,750 | 0 | 0 | |||