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   3,489,600 40,000 SH   SOLE   40,000 0 0
AMAZON COM INC COM 023135106   27,733,114 143,509 SH   SOLE   143,509 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   18,502,208 18,091 SH   SOLE   18,091 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   16,398,829 208,292 SH   SOLE   208,292 0 0
CSX CORP COM 126408103   22,923,954 685,320 SH   SOLE   685,320 0 0
DANAHER CORPORATION COM 235851102   5,006,744 20,039 SH   SOLE   20,039 0 0
GALLAGHER ARTHUR J & CO COM 363576109   18,266,056 70,441 SH   SOLE   70,441 0 0
GE AEROSPACE COM NEW 369604301   23,999,701 150,970 SH   SOLE   150,970 0 0
GE VERNOVA INC COM 36828A101   14,843,333 86,545 SH   SOLE   86,545 0 0
MICROSOFT CORP COM 594918104   30,113,703 67,376 SH   SOLE   67,376 0 0
MOODYS CORP COM 615369105   13,764,832 32,701 SH   SOLE   32,701 0 0
SHERWIN WILLIAMS CO COM 824348106   16,675,672 55,878 SH   SOLE   55,878 0 0
SHERWIN WILLIAMS CO COM 824348106   14,921,500 50,000 SH Put SOLE   50,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   18,486,138 36,300 SH   SOLE   36,300 0 0
VISA INC COM CL A 92826C839   12,714,047 48,440 SH   SOLE   48,440 0 0