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 | CAP STK CL A | 02079K305 | 4,553,750 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,662,500 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 4,603,600 | 85,000 | SH | SOLE | 0 | 85,000 | 0 | 0 | ||
| GEO GROUP INC NEW | COM | 36162J106 | 718,000 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 11,173,750 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | ||
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 2,885,400 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 3,706,200 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 6,388,050 | 5,000 | SH | SOLE | 0 | 5,000 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 7,821,000 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | ||