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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
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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   557,224 6,280 SH   SOLE   6,280 0 0
ALPHABET INC CAP STK CL A 02079K305   6,032,462 68,372 SH   SOLE   68,372 0 0
AMAZON COM INC COM 023135106   11,648,196 138,669 SH   SOLE   138,669 0 0
AMAZON COM INC COM 023135106   2,688,000 32,000 SH Call SOLE   32,000 0 0
BANK AMERICA CORP COM 060505104   5,920,631 178,763 SH   SOLE   178,763 0 0
CINEMARK HLDGS INC COM 17243V102   2,846,733 328,722 SH   SOLE   328,722 0 0
COPART INC COM 217204106   8,043,569 132,100 SH   SOLE   132,100 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   9,031,777 129,711 SH   SOLE   129,711 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   6,382,747 18,588 SH   SOLE   18,588 0 0
JPMORGAN CHASE & CO COM 46625H100   7,282,703 54,308 SH   SOLE   54,308 0 0
META PLATFORMS INC CL A 30303M102   2,413,539 20,056 SH   SOLE   20,056 0 0
MICROSOFT CORP COM 594918104   10,647,528 44,398 SH   SOLE   44,398 0 0
NVR INC COM 62944T105   6,545,251 1,419 SH   SOLE   1,419 0 0
PULTE GROUP INC COM 745867101   1,246,429 27,376 SH   SOLE   27,376 0 0
US BANCORP DEL COM NEW 902973304   589,607 13,520 SH   SOLE   13,520 0 0
VISA INC COM CL A 92826C839   12,302,924 59,217 SH   SOLE   59,217 0 0