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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
Estimated average burden
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
AERCAP HOLDINGS NV common N00985106   22,492,000 400,000 SH   SOLE   400,000 0 0
ALPHABET INC Class A 02079K305   51,865,000 500,000 SH   SOLE   500,000 0 0
AMAZON COM INC Common 023135106   22,723,800 220,000 SH   SOLE   220,000 0 0
AMERICAN EXPRESS CO Common 025816109   42,887,000 260,000 SH   SOLE   260,000 0 0
ANALOG DEVICES INC Common 032654105   87,762,900 445,000 SH   SOLE   445,000 0 0
AON PLC Class A G0403H108   47,293,500 150,000 SH   SOLE   150,000 0 0
BRADY CORP Class A 104674106   11,551,950 215,000 SH   SOLE   215,000 0 0
CAPITAL ONE FINL CORP Common 14040H105   28,848,000 300,000 SH   SOLE   300,000 0 0
HESS CORP Common 42809H107   58,229,600 440,000 SH   SOLE   440,000 0 0
COHERENT CORP Common 19247G107   15,232,000 400,000 SH   SOLE   400,000 0 0
INTEL CORP Common 458140100   13,068,000 400,000 SH   SOLE   400,000 0 0
JOHNSON & JOHNSON Common 478160104   13,950,000 90,000 SH   SOLE   90,000 0 0
JPMORGAN CHASE & CO Common 46625H100   29,971,300 230,000 SH   SOLE   230,000 0 0
KENNEDY-WILSON HOLDINGS INC Common 489398107   16,590,000 1,000,000 SH   SOLE   1,000,000 0 0
KEYSIGHT TECHNOLOGIES INC Common 49338L103   32,296,000 200,000 SH   SOLE   200,000 0 0
MEDTRONIC PLC Common G5960L103   14,914,700 185,000 SH   SOLE   185,000 0 0
MERCADOLIBRE INC Common 58733R102   14,498,660 11,000 SH   SOLE   11,000 0 0
MERCK & CO INC Common 58933Y105   21,278,000 200,000 SH   SOLE   200,000 0 0
META PLATFORMS INC Class A 30303M102   21,194,000 100,000 SH   SOLE   100,000 0 0
MICROSOFT CORP Common 594918104   23,064,000 80,000 SH   SOLE   80,000 0 0
MOTOROLA SOLUTIONS INC Common 620076307   60,087,300 210,000 SH   SOLE   210,000 0 0
PROGRESSIVE CORP Common 743315103   62,231,100 435,000 SH   SOLE   435,000 0 0
RAYONIER INC Common 754907103   23,282,000 700,000 SH   SOLE   700,000 0 0
ROPER TECHNOLOGIES INC Common 776696106   23,797,260 54,000 SH   SOLE   54,000 0 0
SCHWAB CHARLES CORP Common 808513105   31,428,000 600,000 SH   SOLE   600,000 0 0
WOLFSPEED INC Common 977852102   11,041,500 170,000 SH   SOLE   170,000 0 0