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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

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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   9,433,150 18,500 SH   SOLE   18,500 0 0
ALPHABET INC CAP STK CL C 02079K107   12,921,300 98,000 SH   SOLE   98,000 0 0
AMAZON COM INC COM 023135106   15,381,520 121,000 SH   SOLE   121,000 0 0
AUTOZONE INC COM 053332102   8,699,466 3,425 SH   SOLE   3,425 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   16,510,560 528,000 SH   SOLE   528,000 0 0
COPART INC COM 217204106   10,772,500 250,000 SH   SOLE   250,000 0 0
KKR & CO INC COM 48251W104   16,262,400 264,000 SH   SOLE   264,000 0 0
LOWES COS INC COM 548661107   12,990,000 62,500 SH   SOLE   62,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   14,648,670 37,000 SH   SOLE   37,000 0 0
MICROSOFT CORP COM 594918104   10,735,500 34,000 SH   SOLE   34,000 0 0
S&P GLOBAL INC COM 78409V104   11,327,710 31,000 SH   SOLE   31,000 0 0