The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADMA BIOLOGICS INC | COM | 000899104 | 3,354,000 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 4,251,500 | 22,000 | SH | SOLE | N/A | 22,000 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 4,402,260 | 18,000 | SH | SOLE | N/A | 18,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 10,531,000 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 8,471,100 | 110,000 | SH | SOLE | N/A | 110,000 | 0 | 0 | ||
| BURFORD CAP LTD | ORD SHS | G17977110 | 3,262,500 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 1,249,250 | 5,000 | SH | SOLE | N/A | 5,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 1,935,900 | 2,000 | SH | SOLE | N/A | 2,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 4,979,590 | 5,500 | SH | SOLE | N/A | 5,500 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 3,650,800 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 2,450,220 | 6,000 | SH | SOLE | N/A | 6,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 4,033,760 | 8,000 | SH | SOLE | N/A | 8,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 15,643,250 | 35,000 | SH | SOLE | N/A | 35,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 2,778,138 | 6,600 | SH | SOLE | N/A | 6,600 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 4,049,280 | 6,000 | SH | SOLE | N/A | 6,000 | 0 | 0 | ||
| NVENT ELECTRIC PLC | SHS | G6700G107 | 3,830,500 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 8,647,800 | 70,000 | SH | SOLE | N/A | 70,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 4,182,780 | 21,000 | SH | SOLE | N/A | 21,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 1,890,900 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | 3,188,600 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 660,500 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 5,110,440 | 4,000 | SH | SOLE | N/A | 4,000 | 0 | 0 | ||