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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   138,493,368 917,600 SH   SOLE   917,600 0 0
AMAZON COM INC COM 023135106   91,091,900 505,000 SH   SOLE   505,000 0 0
APPLOVIN CORP COM CL A 03831W108   148,802,234 2,149,700 SH   SOLE   2,149,700 0 0
BRUNSWICK CORP COM 117043109   172,616,368 1,788,400 SH   SOLE   1,788,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208   112,847,616 699,700 SH   SOLE   699,700 0 0
CORE & MAIN INC CL A 21874C102   36,714,425 641,300 SH   SOLE   641,300 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   8,946,992 2,527,399 SH   SOLE   2,527,399 0 0
CORE SCIENTIFIC INC NEW NOTE 10.000% 1/2 21874AAB2   9,566,444 10,797,341 PRN   SOLE   10,797,341 0 0
DEXCOM INC COM 252131107   41,277,120 297,600 SH   SOLE   297,600 0 0
EQUIFAX INC COM 294429105   193,470,464 723,200 SH   SOLE   723,200 0 0
FAIR ISAAC CORP COM 303250104   315,476,541 252,460 SH   SOLE   252,460 0 0
FISERV INC COM 337738108   187,500,824 1,173,200 SH   SOLE   1,173,200 0 0
HOWMET AEROSPACE INC COM 443201108   385,993,101 5,640,700 SH   SOLE   5,640,700 0 0
INTEL CORP COM 458140100   33,560,366 759,800 SH   SOLE   759,800 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   117,241,533 853,100 SH   SOLE   853,100 0 0
META PLATFORMS INC CL A 30303M102   96,630,420 199,000 SH   SOLE   199,000 0 0
MICROSOFT CORP COM 594918104   219,826,200 522,500 SH   SOLE   522,500 0 0
NET POWER INC COM CL A 64107A105   20,804,974 1,826,600 SH   SOLE   1,826,600 0 0
NET POWER INC *W EXP 06/08/2026 64107A113   1,571,510 541,900 SH   SOLE   541,900 0 0
PROGRESSIVE CORP COM 743315103   124,753,824 603,200 SH   SOLE   603,200 0 0
SALESFORCE INC COM 79466L302   205,344,524 681,800 SH   SOLE   681,800 0 0
STANLEY BLACK & DECKER INC COM 854502101   59,022,411 602,700 SH   SOLE   602,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   72,079,290 529,800 SH   SOLE   529,800 0 0
VISA INC COM CL A 92826C839   245,227,596 878,700 SH   SOLE   878,700 0 0