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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
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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
AAON INC COM PAR $0.004 000360206   5,640,247 59,490 SH   SOLE   59,490 0 0
AMAZON COM INC COM 023135106   14,410,516 110,544 SH   SOLE   110,544 0 0
GALLAGHER ARTHUR J & CO COM 363576109   16,786,785 76,453 SH   SOLE   76,453 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   11,744,574 16,205 SH   SOLE   16,205 0 0
BLACKSTONE INC COM 09260D107   11,332,020 121,889 SH   SOLE   121,889 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   16,719,390 207,000 SH   SOLE   207,000 0 0
CSX CORP COM 126408103   11,726,990 343,900 SH   SOLE   343,900 0 0
DECKERS OUTDOOR CORP COM 243537107   4,463,476 8,459 SH   SOLE   8,459 0 0
DOLLAR GEN CORP NEW COM 256677105   10,227,887 60,242 SH   SOLE   60,242 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   4,467,469 47,360 SH   SOLE   47,360 0 0
MICROSOFT CORP COM 594918104   18,987,148 55,756 SH   SOLE   55,756 0 0
REGENERON PHARMACEUTICALS COM 75886F107   14,370,800 20,000 SH Put SOLE   20,000 0 0
SHERWIN WILLIAMS CO COM 824348106   18,165,285 68,414 SH   SOLE   68,414 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   48,760,800 110,000 SH Put SOLE   110,000 0 0
VISA INC COM CL A 92826C839   15,130,088 63,711 SH   SOLE   63,711 0 0
UNITEDHEALTH GROUP INC COM 91324P102   17,344,375 36,086 SH   SOLE   36,086 0 0