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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   113,001,900 319,684 SH   SOLE 0 319,684 0 0
ALLSTATE CORP COM 020002101   21,701,081 114,427 SH   SOLE 0 114,427 0 0
AON PLC SHS CL A G0403H108   73,063,400 211,172 SH   SOLE 0 211,172 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   45,643,363 365,410 SH   SOLE 0 365,410 0 0
APPLE INC COM 037833100   55,048,347 236,259 SH   SOLE 0 236,259 0 0
BURLINGTON STORES INC COM 122017106   86,187,733 327,113 SH   SOLE 0 327,113 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   67,646,107 249,589 SH   SOLE 0 249,589 0 0
COMFORT SYS USA INC COM 199908104   19,720,092 50,519 SH   SOLE 0 50,519 0 0
COUPANG INC CL A 22266T109   21,292,387 867,307 SH   SOLE 0 867,307 0 0
CRANE COMPANY COMMON STOCK 224408104   53,755,528 339,623 SH   SOLE 0 339,623 0 0
EQUITABLE HLDGS INC COM 29452E101   30,537,653 726,568 SH   SOLE 0 726,568 0 0
FIVE9 INC COM 338307101   1,482,152 51,589 SH   SOLE 0 51,589 0 0
GE VERNOVA INC COM 36828A101   18,256,568 71,600 SH Call SOLE 0 71,600 0 0
GE VERNOVA INC COM 36828A101   55,598,389 218,050 SH   SOLE 0 218,050 0 0
GLOBAL E ONLINE LTD SHS M5216V106   2,898,722 75,409 SH   SOLE 0 75,409 0 0
HALEON PLC SPON ADS 405552100   28,334,097 2,678,081 SH   SOLE 0 2,678,081 0 0
HYATT HOTELS CORP COM CL A 448579102   91,882,227 603,694 SH   SOLE 0 603,694 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   110,198,719 685,998 SH   SOLE 0 685,998 0 0
ISHARES TR MSCI EAFE ETF 464287465   45,143,474 539,800 SH Put SOLE 0 539,800 0 0
KKR & CO INC COM 48251W104   110,327,956 844,907 SH   SOLE 0 844,907 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   192,473,945 2,485,780 SH   SOLE 0 2,485,780 0 0
LOAR HOLDINGS INC COM SHS 53947R105   16,877,703 226,273 SH   SOLE 0 226,273 0 0
MICROSOFT CORP COM 594918104   131,832,302 306,373 SH   SOLE 0 306,373 0 0
NASDAQ INC COM 631103108   169,466,942 2,321,147 SH   SOLE 0 2,321,147 0 0
PARKER-HANNIFIN CORP COM 701094104   129,046,708 204,246 SH   SOLE 0 204,246 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   143,460,752 1,830,557 SH   SOLE 0 1,830,557 0 0
SKECHERS U S A INC CL A 830566105   25,864,178 386,494 SH   SOLE 0 386,494 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   63,974,240 111,500 SH Put SOLE 0 111,500 0 0
SYNOPSYS INC COM 871607107   70,744,202 139,703 SH   SOLE 0 139,703 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   69,309,092 399,085 SH   SOLE 0 399,085 0 0
TETRA TECH INC NEW COM 88162G103   45,556,041 965,989 SH   SOLE 0 965,989 0 0
TRANSDIGM GROUP INC COM 893641100   135,854,213 95,194 SH   SOLE 0 95,194 0 0
UNION PAC CORP COM 907818108   79,701,526 323,359 SH   SOLE 0 323,359 0 0