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
APOLLO GLOBAL MGMT INC COM 03769M106   64,081,648 1,004,572 SH   SOLE   1,004,572 0 0
ARAMARK COM 03852U106   35,923,468 868,976 SH   SOLE   868,976 0 0
CONSTELLATION ENERGY CORP COM 21037T109   46,826,513 543,168 SH   SOLE   543,168 0 0
COPART INC COM 217204106   19,330,018 317,458 SH   SOLE   317,458 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   5,575,596 26,025 SH   SOLE   26,025 0 0
JABIL INC COM 466313103   68,049,892 997,799 SH   SOLE   997,799 0 0
MARVELL TECHNOLOGY INC COM 573874104   34,088,764 920,323 SH   SOLE   920,323 0 0
MASTERCARD INCORPORATED CL A 57636Q104   39,695,814 114,157 SH   SOLE   114,157 0 0
META PLATFORMS INC CL A 30303M102   19,163,423 159,244 SH   SOLE   159,244 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   54,226,565 210,417 SH   SOLE   210,417 0 0
NUTANIX INC CL A 67059N108   37,037,812 1,421,797 SH   SOLE   1,421,797 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   52,276,686 61,937 SH   SOLE   61,937 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   22,716,342 59,400 SH   SOLE   59,400 0 0
T-MOBILE US INC COM 872590104   73,838,240 527,416 SH   SOLE   527,416 0 0