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
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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
ADVANCED MICRO DEVICES INC COM 007903107   22,417,260 196,798 SH   SOLE   196,798 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   77,625,569 1,010,618 SH   SOLE   1,010,618 0 0
AUTOZONE INC COM 053332102   29,474,009 11,821 SH   SOLE   11,821 0 0
BOEING CO COM 097023105   79,700,653 377,442 SH   SOLE   377,442 0 0
CONSTELLATION ENERGY CORP COM 21037T109   48,698,192 531,930 SH   SOLE   531,930 0 0
COPART INC COM 217204106   23,055,152 252,770 SH   SOLE   252,770 0 0
GENERAL ELECTRIC CO COM NEW 369604301   23,890,617 217,484 SH   SOLE   217,484 0 0
JABIL INC COM 466313103   27,765,424 257,254 SH   SOLE   257,254 0 0
MASTERCARD INCORPORATED CL A 57636Q104   35,739,564 90,871 SH   SOLE   90,871 0 0
META PLATFORMS INC CL A 30303M102   74,081,591 258,142 SH   SOLE   258,142 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   49,122,934 167,495 SH   SOLE   167,495 0 0
NUTANIX INC CL A 67059N108   26,572,326 947,320 SH   SOLE   947,320 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   47,254,870 49,466 SH   SOLE   49,466 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   23,245,287 509,481 SH   SOLE   509,481 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   32,169,540 1,102,074 SH   SOLE   1,102,074 0 0
T-MOBILE US INC COM 872590104   64,280,975 462,786 SH   SOLE   462,786 0 0
WYNN RESORTS LTD COM 983134107   31,883,659 301,900 SH   SOLE   301,900 0 0