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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107 19,711 205,000 SH   SOLE   205,000 0 0
AMAZON COM INC COM 023135106 9,040 80,000 SH   SOLE   80,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,904 27,500 SH   SOLE   27,500 0 0
BALL CORP COM 058498106 3,962 82,000 SH   SOLE   82,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,340 20,000 SH   SOLE   20,000 0 0
BEST BUY INC COM 086516101 7,981 126,000 SH   SOLE   126,000 0 0
BOOKING HOLDINGS INC COM 09857L108 8,380 5,100 SH   SOLE   5,100 0 0
CITIGROUP INC COM NEW 172967424 6,251 150,000 SH   SOLE   150,000 0 0
COCA COLA CO COM 191216100 4,145 74,000 SH   SOLE   74,000 0 0
DEERE & CO COM 244199105 10,017 30,000 SH   SOLE   30,000 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 4,755 28,000 SH   SOLE   28,000 0 0
DICKS SPORTING GOODS INC COM 253393102 14,964 143,000 SH   SOLE   143,000 0 0
DISNEY WALT CO COM 254687106 9,433 100,000 SH   SOLE   100,000 0 0
DYNATRACE INC COM NEW 268150109 44,989 1,292,413 SH   SOLE   1,292,413 0 0
EXPEDIA GROUP INC COM NEW 30212P303 6,090 65,000 SH   SOLE   65,000 0 0
HOME DEPOT INC COM 437076102 6,347 23,000 SH   SOLE   23,000 0 0
INTEL CORP COM 458140100 2,938 114,000 SH   SOLE   114,000 0 0
ISHARES TR MSCI EAFE ETF 464287465 280 5,000 SH   SOLE   5,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 192 5,500 SH   SOLE   5,500 0 0
LOCKHEED MARTIN CORP COM 539830109 12,361 32,000 SH   SOLE   32,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,924 28,000 SH   SOLE   28,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,530 30,000 SH   SOLE   30,000 0 0
MCDONALDS CORP COM 580135101 3,230 14,000 SH   SOLE   14,000 0 0
META PLATFORMS INC CL A 30303M102 11,261 83,000 SH   SOLE   83,000 0 0
MICROSOFT CORP COM 594918104 8,617 37,000 SH   SOLE   37,000 0 0
PAYPAL HLDGS INC COM 70450Y103 7,316 85,000 SH   SOLE   85,000 0 0
PEPSICO INC COM 713448108 4,082 25,000 SH   SOLE   25,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 13,143 1,628,570 SH   SOLE   1,628,570 0 0
QUALCOMM INC COM 747525103 6,214 55,000 SH   SOLE   55,000 0 0
RALPH LAUREN CORP CL A 751212101 13,334 157,000 SH   SOLE   157,000 0 0
SCHLUMBERGER LTD COM STK 806857108 14,540 405,000 SH   SOLE   405,000 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 6,725 105,000 SH   SOLE   105,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 714 2,000 SH   SOLE   2,000 0 0
STARBUCKS CORP COM 855244109 3,539 42,000 SH   SOLE   42,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6,856 100,000 SH   SOLE   100,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,144 20,000 SH   SOLE   20,000 0 0
TOYOTA MOTOR CORP ADS 892331307 10,423 80,000 SH   SOLE   80,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 10,662 66,000 SH   SOLE   66,000 0 0
VISA INC COM CL A 92826C839 14,390 81,000 SH   SOLE   81,000 0 0
WILLIAMS SONOMA INC COM 969904101 10,960 93,000 SH   SOLE   93,000 0 0