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
ABBOTT LABS COM 002824100   25,771,785 266,100 SH Call SOLE   266,100 0 0
ABBOTT LABS COM 002824100   91,539,044 945,163 SH   SOLE   945,163 0 0
ALPHABET INC CAP STK CL A 02079K305   81,988,239 626,534 SH   SOLE   626,534 0 0
AMAZON COM INC COM 023135106   83,360,974 655,766 SH   SOLE   655,766 0 0
AMERICAN TOWER CORP NEW COM 03027X100   48,596,621 295,510 SH   SOLE   295,510 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   105,076,470 1,170,638 SH   SOLE   1,170,638 0 0
APPLE INC COM 037833100   21,058,830 123,000 SH Put SOLE   123,000 0 0
APPLE INC COM 037833100   40,278,269 235,257 SH   SOLE   235,257 0 0
APTIV PLC SHS G6095L109   2,070,390 21,000 SH   SOLE   21,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   27,636,804 52 SH   SOLE   52 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   50,620,452 144,506 SH   SOLE   144,506 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   12,514,500 270,000 SH Call SOLE   270,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   32,199,762 694,709 SH   SOLE   694,709 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   98,246,398 1,320,339 SH   SOLE   1,320,339 0 0
ELEMENT SOLUTIONS INC COM 28618M106   50,010,331 2,550,246 SH   SOLE   2,550,246 0 0
ELEVANCE HEALTH INC COM 036752103   77,180,363 177,255 SH   SOLE   177,255 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107   429,757 19,570 SH   SOLE   19,570 0 0
HONEYWELL INTL INC COM 438516106   61,185,271 331,197 SH   SOLE   331,197 0 0
IDEX CORP COM 45167R104   1,716,165 8,250 SH   SOLE   8,250 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,428,689 26,850 SH   SOLE   26,850 0 0
JPMORGAN CHASE & CO COM 46625H100   62,672,199 432,162 SH   SOLE   432,162 0 0
KENVUE INC COM 49177J102   49,553,181 2,467,788 SH   SOLE   2,467,788 0 0
LINDE PLC SHS G54950103   6,739,535 18,100 SH Call SOLE   18,100 0 0
LINDE PLC SHS G54950103   177,539,794 476,809 SH   SOLE   476,809 0 0
MICROSOFT CORP COM 594918104   71,700,122 227,079 SH   SOLE   227,079 0 0
PARKER-HANNIFIN CORP COM 701094104   2,083,932 5,350 SH   SOLE   5,350 0 0
PG&E CORP COM 69331C108   12,516,880 776,000 SH Call SOLE   776,000 0 0
PG&E CORP COM 69331C108   59,377,804 3,681,203 SH   SOLE   3,681,203 0 0
RH COM 74967X103   10,177,860 38,500 SH Put SOLE   38,500 0 0
RH COM 74967X103   18,120,821 68,546 SH   SOLE   68,546 0 0
S&P GLOBAL INC COM 78409V104   88,549,743 242,330 SH   SOLE   242,330 0 0
SALESFORCE INC COM 79466L302   57,586,884 283,987 SH   SOLE   283,987 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   90,625,760 212,000 SH Put SOLE   212,000 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105   2,031,145 168,840 SH   SOLE   168,840 0 0
STERIS PLC SHS USD G8473T100   54,926,858 250,327 SH   SOLE   250,327 0 0
SUNCOR ENERGY INC NEW COM 867224107   90,565,544 2,634,251 SH   SOLE   2,634,251 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,128,400 36,000 SH Call SOLE   36,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   42,372,440 487,600 SH Put SOLE   487,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   91,789,648 1,056,268 SH   SOLE   1,056,268 0 0
UBS GROUP AG SHS H42097107   16,858,850 683,929 SH   SOLE   683,929 0 0
UNITED RENTALS INC COM 911363109   1,831,628 4,120 SH   SOLE   4,120 0 0
UNITEDHEALTH GROUP INC COM 91324P102   5,445,252 10,800 SH Call SOLE   10,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102   109,579,883 217,338 SH   SOLE   217,338 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   17,930,400 482,000 SH Put SOLE   482,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   148,099,322 3,981,165 SH   SOLE   3,981,165 0 0
VISA INC COM CL A 92826C839   8,280,360 36,000 SH Call SOLE   36,000 0 0
VISA INC COM CL A 92826C839   72,882,579 316,867 SH   SOLE   316,867 0 0
WASTE MGMT INC DEL COM 94106L109   65,049,410 426,721 SH   SOLE   426,721 0 0