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
AIRBNB INC COM CL A 009066101   10,427,960 76,000 SH   SOLE   76,000 0 0
ALPHABET INC CAP STK CL A 02079K305   41,383,166 316,240 SH   SOLE   316,240 0 0
AMAZON COM INC COM 023135106   31,736,779 249,660 SH   SOLE   249,660 0 0
AMERICAN TOWER CORP NEW COM 03027X100   10,195,900 62,000 SH   SOLE   62,000 0 0
APPLE INC COM 037833100   43,658,550 255,000 SH   SOLE   255,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   61,933,040 176,800 SH   SOLE   176,800 0 0
BLACKSTONE INC COM 09260D107   20,356,600 190,000 SH   SOLE   190,000 0 0
COMCAST CORP NEW CL A 20030N101   9,311,400 210,000 SH   SOLE   210,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   1,966,657 7,825 SH   SOLE   7,825 0 0
COSTAR GROUP INC COM 22160N109   14,263,095 185,500 SH   SOLE   185,500 0 0
DISNEY WALT CO COM 254687106   4,863,000 60,000 SH   SOLE   60,000 0 0
ELEVANCE HEALTH INC COM 036752103   28,302,300 65,000 SH   SOLE   65,000 0 0
EQUINIX INC COM 29444U700   21,642,548 29,800 SH   SOLE   29,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   2,065,000 50,000 SH   SOLE   50,000 0 0
FISERV INC COM 337738108   25,190,080 223,000 SH   SOLE   223,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,925,904 32,800 SH   SOLE   32,800 0 0
HYATT HOTELS CORP COM CL A 448579102   6,630,000 62,500 SH   SOLE   62,500 0 0
INGERSOLL RAND INC COM 45687V106   1,051,380 16,500 SH   SOLE   16,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   10,004,339 90,932 SH   SOLE   90,932 0 0
JPMORGAN CHASE & CO COM 46625H100   11,311,560 78,000 SH   SOLE   78,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   10,136,520 111,000 SH   SOLE   111,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   402,777 15,820 SH   SOLE   15,820 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   7,141,440 86,000 SH   SOLE   86,000 0 0
LOCKHEED MARTIN CORP COM 539830109   16,562,880 40,500 SH   SOLE   40,500 0 0
LOWES COS INC COM 548661107   25,980,000 125,000 SH   SOLE   125,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   26,328,015 66,500 SH   SOLE   66,500 0 0
MERCK & CO INC COM 58933Y105   8,493,375 82,500 SH   SOLE   82,500 0 0
META PLATFORMS INC CL A 30303M102   14,410,080 48,000 SH   SOLE   48,000 0 0
MICROSOFT CORP COM 594918104   32,206,500 102,000 SH   SOLE   102,000 0 0
NETFLIX INC COM 64110L106   7,948,480 21,050 SH   SOLE   21,050 0 0
NVR INC COM 62944T105   22,457,788 3,766 SH   SOLE   3,766 0 0
OCCIDENTAL PETE CORP COM 674599105   11,522,688 177,600 SH   SOLE   177,600 0 0
SERVICENOW INC COM 81762P102   10,061,280 18,000 SH   SOLE   18,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   17,141,948 40,100 SH   SOLE   40,100 0 0
TRANSDIGM GROUP INC COM 893641100   14,586,149 17,300 SH   SOLE   17,300 0 0
TRANSUNION COM 89400J107   868,659 12,100 SH   SOLE   12,100 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,259,804 179,600 SH   SOLE   179,600 0 0
UNION PAC CORP COM 907818108   16,290,400 80,000 SH   SOLE   80,000 0 0
VISA INC COM CL A 92826C839   21,620,940 94,000 SH   SOLE   94,000 0 0
WORKDAY INC CL A 98138H101   5,693,525 26,500 SH   SOLE   26,500 0 0