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 |
AIRBNB INC | COM CL A | 009066101 | 7,140,560 | 57,400 | SH | SOLE | 57,400 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 32,803,575 | 316,240 | SH | SOLE | 316,240 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 25,787,381 | 249,660 | SH | SOLE | 249,660 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 12,464,740 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 5,021,220 | 79,500 | SH | SOLE | 79,500 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 43,203,800 | 262,000 | SH | SOLE | 262,000 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 54,590,536 | 176,800 | SH | SOLE | 176,800 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 1,208,760 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
BLACKSTONE INC | COM | 09260D107 | 16,689,600 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 7,961,100 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,767,589 | 7,825 | SH | SOLE | 7,825 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 12,771,675 | 185,500 | SH | SOLE | 185,500 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 9,867,832 | 23,900 | SH | SOLE | 23,900 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 8,611,180 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 29,887,650 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 21,486,992 | 29,800 | SH | SOLE | 29,800 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 1,746,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 25,205,690 | 223,000 | SH | SOLE | 223,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 4,620,536 | 32,800 | SH | SOLE | 32,800 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 6,707,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
INGERSOLL RAND INC | COM | 45687V106 | 959,970 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 7,592,312 | 72,800 | SH | SOLE | 72,800 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 8,990,000 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 9,068,700 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 691,997 | 24,723 | SH | SOLE | 24,723 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 6,020,000 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 19,145,565 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 24,996,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 24,166,765 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 8,777,175 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 10,893,716 | 51,400 | SH | SOLE | 51,400 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 29,406,600 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 5,113,104 | 14,800 | SH | SOLE | 14,800 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 20,984,868 | 3,766 | SH | SOLE | 3,766 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 10,363,380 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 8,364,960 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 16,416,539 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 7,069,520 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 12,750,965 | 17,300 | SH | SOLE | 17,300 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 751,894 | 12,100 | SH | SOLE | 12,100 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 16,100,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 21,193,240 | 94,000 | SH | SOLE | 94,000 | 0 | 0 |