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 | 6,073,669 | 33,651 | SH | SOLE | 33,651 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 105,948,899 | 587,365 | SH | SOLE | 587,365 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 89,566,425 | 796,500 | SH | SOLE | 796,500 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 52,068,509 | 2,958,438 | SH | SOLE | 2,958,438 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 27,545,421 | 8,740 | SH | SOLE | 8,740 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 27,871,313 | 150,778 | SH | SOLE | 150,778 | 0 | 0 | ||
COPART INC | COM | 217204106 | 12,079,042 | 208,547 | SH | SOLE | 208,547 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 59,161,072 | 797,534 | SH | SOLE | 797,534 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 32,130,788 | 683,343 | SH | SOLE | 683,343 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM NEW | 369604301 | 39,023,654 | 222,319 | SH | SOLE | 222,319 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 32,642,635 | 295,355 | SH | SOLE | 295,355 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 36,020,954 | 74,799 | SH | SOLE | 74,799 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 30,834,330 | 63,500 | SH | SOLE | 63,500 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 31,198,071 | 74,154 | SH | SOLE | 74,154 | 0 | 0 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 20,375,072 | 79,943 | SH | SOLE | 79,943 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 46,033,469 | 40,778 | SH | SOLE | 40,778 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | COM | V7780T103 | 32,290,494 | 232,289 | SH | SOLE | 232,289 | 0 | 0 | ||
SHARKNINJA INC | COM SHS | G8068L108 | 58,283,943 | 935,687 | SH | SOLE | 935,687 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 32,037,052 | 471,966 | SH | SOLE | 471,966 | 0 | 0 |