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

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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
APPLE INC COM 037833100   53,303,152 311,332 SH   SOLE   311,332 0 0
AMAZON COM INC COM 023135106   79,106,776 622,300 SH   SOLE   622,300 0 0
BOEING CO COM 097023105   78,588,800 410,000 SH   SOLE   410,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   20,699,679 11,300 SH   SOLE   11,300 0 0
FORD MTR CO COM 345370860   40,278,060 3,243,000 SH   SOLE   3,243,000 0 0
FAIR ISAAC CORP COM 303250104   76,951,758 88,600 SH   SOLE   88,600 0 0
HESS CORP COM 42809H107   37,836,900 247,300 SH   SOLE   247,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104   42,628,817 107,673 SH   SOLE   107,673 0 0
MICROSOFT CORP COM 594918104   108,824,816 344,655 SH   SOLE   344,655 0 0
NVIDIA CORPORATION COM 67066G104   100,047,700 230,000 SH   SOLE   230,000 0 0
QUALCOMM INC COM 747525103   25,432,740 229,000 SH   SOLE   229,000 0 0
ROKU INC COM CL A 77543R102   18,484,062 261,851 SH   SOLE   261,851 0 0
SEA LTD - ADR SPONSORD ADS 81141R100   19,245,002 437,884 SH   SOLE   437,884 0 0
S&P GLOBAL INC COM 78409V104   42,823,129 117,192 SH   SOLE   117,192 0 0