Alphabet Inc. - Class C GOOG 02079K107 13882350 57000 SH SOLE 57000 0 0 AutoZone, Inc. AZO 053332102 8580480 2000 SH SOLE 2000 0 0 The Progressive Corporation PGR 743315103 8248130 33400 SH SOLE 33400 0 0 American Express Company AXP 025816109 7672896 23100 SH SOLE 23100 0 0 JPMorgan Chase & Co. JPM 46625H100 7570320 24000 SH SOLE 24000 0 0 UnitedHealth Group Incorporated UNH 91324P102 7493010 21700 SH SOLE 21700 0 0 The TJX Companies, Inc. TJX 872540109 6793380 47000 SH SOLE 47000 0 0 Microsoft Corporation MSFT 594918104 6629760 12800 SH SOLE 12800 0 0 Bank of America Corporation BAC 060505104 6500340 126000 SH SOLE 126000 0 0 Visa Inc. - Class A V 92826C839 6076564 17800 SH SOLE 17800 0 0 NVR, Inc. NVR 62944T105 5543915 690 SH SOLE 690 0 0 Eagle Materials Inc. EXP 26969P108 5383224 23100 SH SOLE 23100 0 0 MasterCard Incorporated - Class A MA 57636Q104 5335438 9380 SH SOLE 9380 0 0 Ross Stores, Inc. ROST 778296103 5287933 34700 SH SOLE 34700 0 0 S&P Global, Inc. SPGI 78409V104 4526403 9300 SH SOLE 9300 0 0 Dream Finders Homes, Inc. Class A DFH 26154D100 4419360 170500 SH SOLE 170500 0 0 Moody's Corporation MCO 615369105 3954784 8300 SH SOLE 8300 0 0 Berkshire Hathaway Inc. - Class B BRK.B.N 084670702 3770550 7500 SH SOLE 7500 0 0 Revvity, Inc. RVTY 714046109 964150 11000 SH SOLE 11000 0 0