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
3M CO COM 88579Y101   1,599,774 15,220 SH   SOLE   15,220 0 0
ABBOTT LABS COM 002824100   60,550,916 597,975 SH   SOLE   597,975 0 0
AGCO CORP COM 001084102   1,738,672 12,860 SH   SOLE   12,860 0 0
ALLEGION PLC ORD SHS G0176J109   1,682,065 15,760 SH   SOLE   15,760 0 0
ALPHABET INC CAP STK CL A 02079K305   60,599,585 584,205 SH   SOLE   584,205 0 0
AMAZON COM INC COM 023135106   57,449,072 556,192 SH   SOLE   556,192 0 0
AMERICAN TOWER CORP NEW COM 03027X100   613,020 3,000 SH Call SOLE   3,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   57,117,893 279,524 SH   SOLE   279,524 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   7,579,200 120,000 SH Put SOLE   120,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   60,940,669 964,862 SH   SOLE   964,862 0 0
APPLE INC COM 037833100   39,995,232 242,542 SH   SOLE   242,542 0 0
BAXTER INTL INC COM 071813109   43,089,281 1,062,359 SH   SOLE   1,062,359 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   24,211,200 52 SH   SOLE   52 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   32,884,623 106,502 SH   SOLE   106,502 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   2,050,020 42,000 SH Call SOLE   42,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   16,943,708 347,136 SH   SOLE   347,136 0 0
CANADIAN PAC RY LTD COM 13645T100   87,325,768 1,134,985 SH   SOLE   1,134,985 0 0
EATON CORP PLC SHS G29183103   1,796,500 10,485 SH   SOLE   10,485 0 0
ELEMENT SOLUTIONS INC COM 28618M106   43,442,407 2,249,736 SH   SOLE   2,249,736 0 0
ELEVANCE HEALTH INC COM 036752103   96,372,277 209,592 SH   SOLE   209,592 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107   546,113 31,440 SH   SOLE   31,440 0 0
HONEYWELL INTL INC COM 438516106   57,854,660 302,714 SH   SOLE   302,714 0 0
JPMORGAN CHASE & CO COM 46625H100   47,861,295 367,288 SH   SOLE   367,288 0 0
LINDE PLC SHS G54950103   6,433,464 18,100 SH Call SOLE   18,100 0 0
LINDE PLC SHS G54950103   149,457,597 420,486 SH   SOLE   420,486 0 0
MICROSOFT CORP COM 594918104   5,766,000 20,000 SH Put SOLE   20,000 0 0
MICROSOFT CORP COM 594918104   57,007,168 197,736 SH   SOLE   197,736 0 0
PARKER-HANNIFIN CORP COM 701094104   2,009,938 5,980 SH   SOLE   5,980 0 0
PG&E CORP COM 69331C108   13,275,570 821,000 SH Call SOLE   821,000 0 0
PG&E CORP COM 69331C108   46,080,846 2,849,774 SH   SOLE   2,849,774 0 0
RH COM 74967X103   21,463,574 88,128 SH   SOLE   88,128 0 0
S&P GLOBAL INC COM 78409V104   71,884,049 208,499 SH   SOLE   208,499 0 0
SALESFORCE INC COM 79466L302   66,275,816 331,744 SH   SOLE   331,744 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   14,269,610 191,000 SH Put SOLE   191,000 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105   2,225,860 171,616 SH   SOLE   171,616 0 0
STERIS PLC SHS USD G8473T100   47,714,827 249,450 SH   SOLE   249,450 0 0
SUNCOR ENERGY INC NEW COM 867224107   60,776,868 1,957,387 SH   SOLE   1,957,387 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,348,720 36,000 SH Call SOLE   36,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   45,356,552 487,600 SH Put SOLE   487,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   81,447,275 875,589 SH   SOLE   875,589 0 0
UNITEDHEALTH GROUP INC COM 91324P102   28,673,600 60,673 SH   SOLE   60,673 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   58,846,148 4,112,240 SH   SOLE   4,112,240 0 0
VISA INC COM CL A 92826C839   9,920,240 44,000 SH Call SOLE   44,000 0 0
VISA INC COM CL A 92826C839   59,408,645 263,500 SH   SOLE   263,500 0 0
WASTE MGMT INC DEL COM 94106L109   52,103,216 319,319 SH   SOLE   319,319 0 0