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 |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 11,274,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| AMAZON.COM INC | COM | 023135106 | 14,358,330 | 94,500 | SH | SOLE | 94,500 | 0 | 0 | |||
| ASML HOLDING NV-NY REG SHS | N Y REGISTRY SHS | N07059210 | 3,406,140 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | |||
| CDW CORP/DE | COM | 12514G108 | 13,184,560 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | |||
| CANADIAN NATL RAILWAY CO | COM | 136375102 | 7,160,910 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | |||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 6,166,680 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | |||
| COSTAR GROUP INC | COM | 22160N109 | 9,612,900 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| CYBERARK SOFTWARE LTD/ISRAEL | SHS | M2682V108 | 8,981,050 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | |||
| DANAHER CORP | COM | 235851102 | 5,783,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| DYNATRACE INC | COM NEW | 268150109 | 3,554,850 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 7,934,400 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 5,342,960 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | |||
| HARLEY-DAVIDSON INC | COM | 412822108 | 12,894,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| INTUIT INC | COM | 461202103 | 6,875,330 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | |||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 3,381,750 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | |||
| NICE LTD - SPON ADR | SPONSORED ADR | 653656108 | 8,878,195 | 44,500 | SH | SOLE | 44,500 | 0 | 0 | |||
| RYANAIR HOLDINGS PLC-SP ADR | SPONSORED ADS | 783513203 | 12,002,400 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| SIX FLAGS ENTERTAINMENT CORP | COM | 83001A102 | 5,517,600 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 505,800 | 500 | SH | SOLE | 500 | 0 | 0 | |||
| TENABLE HOLDINGS INC | COM | 88025T102 | 10,363,500 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| TEXAS INSTRUMENTS INC | COM | 882508104 | 2,812,590 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | |||
| TEMPUR SEALY INTERNATIONAL I | COM | 88023U101 | 1,274,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| VISA INC-CLASS A SHARES | COM CL A | 92826C839 | 15,881,350 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | |||