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
ADOBE SYSTEMS INCORPORATED COM 00724F101   45,378,272 92,800 SH   SOLE   92,800 0 0
AFTERNEXT HEALTHTECH ACQUISI SHS CL A G01109100   5,180,000 500,000 SH   SOLE   500,000 0 0
AFTERNEXT HEALTHTECH ACQUISI *W EXP 99/99/999 G01109126   13,515 156,067 SH   SOLE   156,067 0 0
ALPHABET INC CAP STK CL A 02079K305   128,222,640 1,071,200 SH   SOLE   1,071,200 0 0
ALTUS POWER INC COM CL A 02217A102   5,847,120 1,082,800 SH   SOLE   1,082,800 0 0
APPLOVIN CORP COM CL A 03831W108   51,439,416 1,999,200 SH   SOLE   1,999,200 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   14,256,906 59,300 SH   SOLE   59,300 0 0
ATI INC COM 01741R102   64,628,876 1,461,200 SH   SOLE   1,461,200 0 0
BRUNSWICK CORP COM 117043109   180,040,779 2,078,033 SH   SOLE   2,078,033 0 0
CDW CORP COM 12514G108   28,442,500 155,000 SH   SOLE   155,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   115,245,104 756,400 SH   SOLE   756,400 0 0
DORIAN LPG LTD SHS USD Y2106R110   10,483,155 408,700 SH   SOLE   408,700 0 0
EQUIFAX INC COM 294429105   83,625,620 355,400 SH   SOLE   355,400 0 0
FAIR ISAAC CORP COM 303250104   224,703,860 277,683 SH   SOLE   277,683 0 0
FISERV INC COM 337738108   114,582,045 908,300 SH   SOLE   908,300 0 0
HOWMET AEROSPACE INC COM 443201108   300,839,112 6,070,200 SH   SOLE   6,070,200 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   104,271,068 922,100 SH   SOLE   922,100 0 0
IQVIA HLDGS INC COM 46266C105   54,798,926 243,800 SH   SOLE   243,800 0 0
LITHIA MTRS INC COM 536797103   24,328,800 80,000 SH   SOLE   80,000 0 0
MICROSOFT CORP COM 594918104   191,281,318 561,700 SH   SOLE   561,700 0 0
NET POWER INC COM CL A 64107A105   25,669,800 1,974,600 SH   SOLE   1,974,600 0 0
NET POWER INC *W EXP 06/08/2026 64107A113   1,968,288 585,800 SH   SOLE   585,800 0 0
PROGRESSIVE CORP COM 743315103   78,402,751 592,300 SH   SOLE   592,300 0 0
ROGERS CORP COM 775133101   71,540,674 441,800 SH   SOLE   441,800 0 0
SALESFORCE INC COM 79466L302   132,861,414 628,900 SH   SOLE   628,900 0 0
STANLEY BLACK & DECKER INC COM 854502101   41,232,400 440,000 SH   SOLE   440,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   65,079,586 799,700 SH   SOLE   799,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102   84,015,872 174,800 SH   SOLE   174,800 0 0
VISA INC COM CL A 92826C839   225,629,748 950,100 SH   SOLE   950,100 0 0