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   51,338,647 311,332 SH   SOLE   311,332 0 0
AMAZON COM INC COM 023135106   58,544,772 566,800 SH   SOLE   566,800 0 0
BOEING CO COM 097023105   87,096,300 410,000 SH   SOLE   410,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   19,303,677 11,300 SH   SOLE   11,300 0 0
FORD MTR CO COM 345370860   40,861,800 3,243,000 SH   SOLE   3,243,000 0 0
FAIR ISAAC CORP COM 303250104   72,728,415 103,500 SH   SOLE   103,500 0 0
HESS CORP COM 42809H107   32,727,682 247,300 SH   SOLE   247,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104   39,129,445 107,673 SH   SOLE   107,673 0 0
MICROSOFT CORP COM 594918104   99,364,037 344,655 SH   SOLE   344,655 0 0
NVIDIA CORPORATION COM 67066G104   73,747,935 265,500 SH   SOLE   265,500 0 0
QUALCOMM INC COM 747525103   37,672,078 295,282 SH   SOLE   295,282 0 0
ROKU INC COM CL A 77543R102   17,235,033 261,851 SH   SOLE   261,851 0 0
SEA LTD - ADR SPONSORD ADS 81141R100   37,898,860 437,884 SH   SOLE   437,884 0 0
S&P GLOBAL INC COM 78409V104   40,404,286 117,192 SH   SOLE   117,192 0 0