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
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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
AAON INC COM PAR $0.004 000360206   9,526,275 128,960 SH   SOLE   128,960 0 0
ALPHABET INC. CAP STK CL A 02079K305   15,508,244 111,019 SH   SOLE   111,019 0 0
AMAZON COM INC COM 023135106   15,855,547 104,354 SH   SOLE   104,354 0 0
GALLAGHER ARTHUR J & CO COM 363576109   17,602,707 78,276 SH   SOLE   78,276 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   15,176,246 20,050 SH   SOLE   20,050 0 0
BLACKSTONE INC COM 09260D107   2,998,199 22,901 SH   SOLE   22,901 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   14,164,785 179,165 SH   SOLE   179,165 0 0
CSX CORP COM 126408103   20,569,364 593,290 SH   SOLE   593,290 0 0
DANAHER CORPORATION COM 235851102   10,000,366 43,228 SH   SOLE   43,228 0 0
GENERAL ELECTRIC CO COM NEW 369604301   23,587,938 184,815 SH   SOLE   184,815 0 0
MICROSOFT CORP COM 594918104   23,786,786 63,256 SH   SOLE   63,256 0 0
SHERWIN WILLIAMS CO COM 824348106   12,746,105 40,866 SH   SOLE   40,866 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   85,555,800 180,000 SH Put SOLE   180,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   16,353,211 31,062 SH   SOLE   31,062 0 0
VISA INC COM CL A 92826C839   9,221,597 35,420 SH   SOLE   35,420 0 0