The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107 610 6,340 SH   SOLE   6,340 0 0
ALPHABET INC CAP STK CL A 02079K305 6,527 68,240 SH   SOLE   68,240 0 0
AMAZON COM INC COM 023135106 15,781 139,652 SH   SOLE   139,652 0 0
AMAZON COM INC COM 023135106 4,859 43,000 SH Call SOLE   43,000 0 0
BK OF AMERICA CORP COM 060505104 3,891 128,857 SH   SOLE   128,857 0 0
COPART INC COM 217204106 7,551 70,968 SH   SOLE   70,968 0 0
ETSY INC COM 29786A106 1,717 17,150 SH   SOLE   17,150 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 8,447 120,223 SH   SOLE   120,223 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,718 19,512 SH   SOLE   19,512 0 0
JPMORGAN CHASE & CO COM 46625H100 5,666 54,216 SH   SOLE   54,216 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,714 11,773 SH   SOLE   11,773 0 0
META PLATFORMS INC CL A 30303M102 3,934 28,997 SH   SOLE   28,997 0 0
MICROSOFT CORP COM 594918104 10,343 44,410 SH   SOLE   44,410 0 0
NVR INC COM 62944T105 5,658 1,419 SH   SOLE   1,419 0 0
PULTE GROUP INC COM 745867101 1,027 27,395 SH   SOLE   27,395 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,447 16,762 SH   SOLE   16,762 0 0
VISA INC COM CL A 92826C839 10,499 59,102 SH   SOLE   59,102 0 0