The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 32,008,174 | 311,303 | SH | SOLE | 311,303 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 63,355,718 | 498,393 | SH | SOLE | 498,393 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 61,801,017 | 688,514 | SH | SOLE | 688,514 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 28,861,906 | 11,363 | SH | SOLE | 11,363 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 39,521,541 | 206,185 | SH | SOLE | 206,185 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 43,688,285 | 400,516 | SH | SOLE | 400,516 | 0 | 0 | ||
COPART INC | COM | 217204106 | 9,584,509 | 222,430 | SH | SOLE | 222,430 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM NEW | 369604301 | 21,049,604 | 190,408 | SH | SOLE | 190,408 | 0 | 0 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 17,484,321 | 65,733 | SH | SOLE | 65,733 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 23,501,043 | 185,208 | SH | SOLE | 185,208 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 31,503,351 | 79,572 | SH | SOLE | 79,572 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 57,719,275 | 192,263 | SH | SOLE | 192,263 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 47,993,684 | 151,999 | SH | SOLE | 151,999 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 20,220,626 | 74,275 | SH | SOLE | 74,275 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 15,488,673 | 444,056 | SH | SOLE | 444,056 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 39,365,453 | 43,313 | SH | SOLE | 43,313 | 0 | 0 | ||
PENN ENTERTAINMENT INC | COM | 707569109 | 10,311,206 | 449,290 | SH | SOLE | 449,290 | 0 | 0 | ||
ROGERS COMMUNICATIONS INC | CL B | 775109200 | 34,399,495 | 895,904 | SH | SOLE | 895,904 | 0 | 0 | ||
SHARKNINJA INC | COM SHS | G8068L108 | 19,727,942 | 425,538 | SH | SOLE | 425,538 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 29,312,045 | 209,297 | SH | SOLE | 209,297 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 24,425,534 | 264,317 | SH | SOLE | 264,317 | 0 | 0 |