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   3,747,157 42,533 SH   SOLE   42,533 0 0
AMAZON COM INC COM 023135106   21,732,724 120,483 SH   SOLE   120,483 0 0
AMPHENOL CORP NEW CL A 032095101   3,338,229 28,940 SH   SOLE   28,940 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   13,693,332 14,110 SH   SOLE   14,110 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   15,436,627 175,078 SH   SOLE   175,078 0 0
CSX CORP COM 126408103   21,513,389 580,345 SH   SOLE   580,345 0 0
DANAHER CORPORATION COM 235851102   11,821,495 47,339 SH   SOLE   47,339 0 0
GALLAGHER ARTHUR J & CO COM 363576109   18,860,517 75,430 SH   SOLE   75,430 0 0
GENERAL ELECTRIC CO COM NEW 369604301   32,028,959 182,470 SH   SOLE   182,470 0 0
MICROSOFT CORP COM 594918104   28,476,854 67,686 SH   SOLE   67,686 0 0
MOODYS CORP COM 615369105   12,624,517 32,121 SH   SOLE   32,121 0 0
SHERWIN WILLIAMS CO COM 824348106   15,675,350 45,131 SH   SOLE   45,131 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   62,768,400 120,000 SH Put SOLE   120,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   18,947,010 38,300 SH   SOLE   38,300 0 0
UNITEDHEALTH GROUP INC PUT 91324P952   18,947,010 38,300 SH Put SOLE   38,300 0 0
VISA INC COM CL A 92826C839   10,560,387 37,840 SH   SOLE   37,840 0 0