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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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
ADOBE INC COM 00724F101   12,347,057 24,469 SH   SOLE   24,469 0 0
AMAZON COM INC COM 023135106   12,319,954 68,300 SH   SOLE   68,300 0 0
APPLE INC COM 037833100   10,683,204 62,300 SH   SOLE   62,300 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   7,181,478 7,400 SH   SOLE   7,400 0 0
BALL CORP COM 058498106   3,098,560 46,000 SH Call SOLE   46,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   12,578,404 61,400 SH   SOLE   61,400 0 0
CALLON PETE CO DEL COM 13123X508   1,078,665 30,164 SH   SOLE   30,164 0 0
CARLISLE COS INC COM 142339100   8,973,365 22,900 SH   SOLE   22,900 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   1,913,763 10,737 SH   SOLE   10,737 0 0
DOCUSIGN INC COM 256163106   4,049,400 68,000 SH Call SOLE   68,000 0 0
DOLLAR GEN CORP NEW COM 256677105   9,816,174 62,900 SH   SOLE   62,900 0 0
MASTERCARD INCORPORATED CL A 57636Q104   9,294,301 19,300 SH   SOLE   19,300 0 0
MOODYS CORP COM 615369105   7,388,964 18,800 SH   SOLE   18,800 0 0
NVR INC COM 62944T105   10,238,349 1,264 SH   SOLE   1,264 0 0
PAYCOM SOFTWARE INC COM 70432V102   8,139,509 40,900 SH   SOLE   40,900 0 0
POOL CORP COM 73278L105   6,560,910 16,260 SH   SOLE   16,260 0 0
SCHWAB CHARLES CORP COM 808513105   13,144,178 181,700 SH   SOLE   181,700 0 0
SERVICENOW INC COM 81762P102   11,466,496 15,040 SH   SOLE   15,040 0 0
THE TRADE DESK INC COM CL A 88339J105   7,570,572 86,600 SH   SOLE   86,600 0 0
VEEVA SYS INC CL A COM 922475108   7,339,476 31,678 SH   SOLE   31,678 0 0
VISA INC COM CL A 92826C839   16,075,008 57,600 SH   SOLE   57,600 0 0
ZOETIS INC CL A 98978V103   4,856,327 28,700 SH   SOLE   28,700 0 0