The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AERCAP HOLDINGS NV | common | N00985106 | 25,408,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| ALPHABET INC | Class A | 02079K305 | 59,850,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| AMAZON COM INC | Common | 023135106 | 29,331,000 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| AMERICAN EXPRESS CO | Common | 025816109 | 43,550,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| ANALOG DEVICES INC | Common | 032654105 | 86,690,450 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | |||
| AON PLC | Class A | G0403H108 | 51,780,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| BRADY CORP | Class A | 104674106 | 9,514,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| CAPITAL ONE FINL CORP | Common | 14040H105 | 32,811,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| HESS CORP | Common | 42809H107 | 57,099,000 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | |||
| COHERENT CORP | Common | 19247G107 | 20,392,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| INTEL CORP | Common | 458140100 | 13,376,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| JOHNSON & JOHNSON | Common | 478160104 | 14,896,800 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| JPMORGAN CHASE & CO | Common | 46625H100 | 33,451,200 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | |||
| KENNEDY-WILSON HOLDINGS INC | Common | 489398107 | 16,330,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| KEYSIGHT TECHNOLOGIES INC | Common | 49338L103 | 33,490,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| MEDTRONIC PLC | Common | G5960L103 | 16,298,500 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | |||
| MERCADOLIBRE INC | Common | 58733R102 | 13,030,600 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | |||
| MERCK & CO INC | Common | 58933Y105 | 23,078,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| META PLATFORMS INC | Class A | 30303M102 | 28,698,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| MICROSOFT CORP | Common | 594918104 | 27,243,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| MOTOROLA SOLUTIONS INC | Common | 620076307 | 49,857,600 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| PROGRESSIVE CORP | Common | 743315103 | 57,580,950 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | |||
| RAYONIER INC | Common | 754907103 | 21,980,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| ROPER TECHNOLOGIES INC | Common | 776696106 | 25,963,200 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | |||
| SCHWAB CHARLES CORP | Common | 808513105 | 39,676,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| WOLFSPEED INC | Common | 977852102 | 9,450,300 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||