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
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 SHS N00985106   26,151,219 300,900 SH   SOLE   300,900 0 0
ALPHABET INC CAP STK CL C 02079K107   46,484,978 305,300 SH   SOLE   305,300 0 0
AMAZON COM INC COM 023135106   115,894,150 642,500 SH   SOLE   642,500 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   45,654,700 406,000 SH   SOLE   406,000 0 0
AXALTA COATING SYS LTD COM G0750C108   54,150,047 1,574,587 SH   SOLE   1,574,587 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   69,600,284 3,690,365 SH   SOLE   3,690,365 0 0
BOOKING HOLDINGS INC COM 09857L108   66,752,992 18,400 SH   SOLE   18,400 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   19,414,375 66,801 SH   SOLE   66,801 0 0
DOORDASH INC CL A 25809K105   76,297,569 554,005 SH   SOLE   554,005 0 0
FERGUSON PLC NEW SHS G3421J106   85,930,362 393,400 SH   SOLE   393,400 0 0
GE VERNOVA LLC COM 36828A101   20,854,375 152,500 SH   SOLE   152,500 0 0
GENERAL ELECTRIC CO COM NEW 369604301   51,623,373 294,100 SH   SOLE   294,100 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   6,090,036 1,939,502 SH   SOLE   1,939,502 0 0
INTUIT COM 461202103   36,855,000 56,700 SH   SOLE   56,700 0 0
META PLATFORMS INC CL A 30303M102   50,985,900 105,000 SH   SOLE   105,000 0 0
MICROSOFT CORP COM 594918104   92,598,368 220,095 SH   SOLE   220,095 0 0
ORACLE CORP COM 68389X105   12,686,610 101,000 SH   SOLE   101,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   27,830,979 338,700 SH   SOLE   338,700 0 0
PROGRESSIVE CORP COM 743315103   65,623,986 317,300 SH   SOLE   317,300 0 0
PTC INC COM 69370C100   69,555,427 368,135 SH   SOLE   368,135 0 0
SALESFORCE INC COM 79466L302   102,419,271 340,060 SH   SOLE   340,060 0 0
SEA LTD SPONSORD ADS 81141R100   26,479,030 493,000 SH   SOLE   493,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   19,441,545 142,900 SH   SOLE   142,900 0 0
TEMPUR SEALY INTL INC COM 88023U101   80,588,033 1,418,304 SH   SOLE   1,418,304 0 0
TRANSUNION COM 89400J107   65,284,380 818,100 SH   SOLE   818,100 0 0
UBER TECHNOLOGIES INC COM 90353T100   54,254,853 704,700 SH   SOLE   704,700 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   43,529,465 2,715,500 SH   SOLE   2,715,500 0 0