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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 30,522 319,100 SH   SOLE   319,100 0 0
AMAZON COM INC COM 023135106 28,212 249,660 SH   SOLE   249,660 0 0
AMERICAN TOWER CORP NEW COM 03027X100 11,594 54,000 SH   SOLE   54,000 0 0
APPLE INC COM 037833100 39,111 283,000 SH   SOLE   283,000 0 0
ASANA INC CL A 04342Y104 1,334 60,000 SH   SOLE   60,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 44,648 167,210 SH   SOLE   167,210 0 0
BLACK KNIGHT INC COM 09215C105 1,359 21,000 SH   SOLE   21,000 0 0
BLACKSTONE INC COM 09260D107 15,903 190,000 SH   SOLE   190,000 0 0
COMCAST CORP NEW CL A 20030N101 8,975 306,000 SH   SOLE   306,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,044 8,900 SH   SOLE   8,900 0 0
COSTAR GROUP INC COM 22160N109 11,980 172,000 SH   SOLE   172,000 0 0
DISNEY WALT CO COM 254687106 9,574 101,500 SH   SOLE   101,500 0 0
ELEVANCE HEALTH INC COM 036752103 29,526 65,000 SH   SOLE   65,000 0 0
ENTEGRIS INC COM 29362U104 747 9,000 SH   SOLE   9,000 0 0
EOG RES INC COM 26875P101 8,212 73,500 SH   SOLE   73,500 0 0
EQUINIX INC COM 29444U700 16,951 29,800 SH   SOLE   29,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,810 50,000 SH   SOLE   50,000 0 0
FISERV INC COM 337738108 20,866 223,000 SH   SOLE   223,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 9,264 76,800 SH   SOLE   76,800 0 0
HYATT HOTELS CORP COM CL A 448579102 4,291 53,000 SH   SOLE   53,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 11,569 156,760 SH   SOLE   156,760 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 932 24,723 SH   SOLE   24,723 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 12,623 166,000 SH   SOLE   166,000 0 0
LOCKHEED MARTIN CORP COM 539830109 15,645 40,500 SH   SOLE   40,500 0 0
LOWES COS INC COM 548661107 23,476 125,000 SH   SOLE   125,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 20,484 72,040 SH   SOLE   72,040 0 0
MATCH GROUP INC NEW COM 57667L107 860 18,000 SH   SOLE   18,000 0 0
META PLATFORMS INC CL A 30303M102 8,127 59,900 SH   SOLE   59,900 0 0
MICROSOFT CORP COM 594918104 24,920 107,000 SH   SOLE   107,000 0 0
NVR INC COM 62944T105 15,015 3,766 SH   SOLE   3,766 0 0
OCCIDENTAL PETE CORP COM 674599105 6,268 102,000 SH   SOLE   102,000 0 0
S&P GLOBAL INC COM 78409V104 6,870 22,500 SH   SOLE   22,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,765 6,200 SH   SOLE   6,200 0 0
SERVICENOW INC COM 81762P102 6,797 18,000 SH   SOLE   18,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 17,145 48,000 SH   SOLE   48,000 0 0
SYSCO CORP COM 871829107 9,122 129,000 SH   SOLE   129,000 0 0
TRANSDIGM GROUP INC COM 893641100 8,555 16,300 SH   SOLE   16,300 0 0
TRANSUNION COM 89400J107 5,747 96,600 SH   SOLE   96,600 0 0
UNION PAC CORP COM 907818108 15,586 80,000 SH   SOLE   80,000 0 0
VISA INC COM CL A 92826C839 18,042 101,560 SH   SOLE   101,560 0 0