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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 9,301,200 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 44,175,566 | 316,240 | SH | SOLE | 316,240 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 37,933,340 | 249,660 | SH | SOLE | 249,660 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 8,635,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 49,095,150 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 63,057,488 | 176,800 | SH | SOLE | 176,800 | 0 | 0 | ||
BLACKSTONE INC | COM | 09260D107 | 24,874,800 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 9,208,500 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,891,694 | 7,825 | SH | SOLE | 7,825 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 16,210,845 | 185,500 | SH | SOLE | 185,500 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 9,422,760 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 5,417,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 30,651,400 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 24,000,622 | 29,800 | SH | SOLE | 29,800 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 2,295,900 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 29,623,320 | 223,000 | SH | SOLE | 223,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 9,250,172 | 50,800 | SH | SOLE | 50,800 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 10,693,620 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
INGERSOLL RAND INC | COM | 45687V106 | 1,276,110 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 13,608,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 8,945,490 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM LBTY LIV S C | 531229722 | 231,070 | 6,180 | SH | SOLE | 6,180 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM LBTY SRM S C | 531229789 | 455,300 | 15,820 | SH | SOLE | 15,820 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 8,049,600 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 18,356,220 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 27,818,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 28,362,915 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 8,979,420 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 16,990,080 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 38,356,080 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 10,248,824 | 21,050 | SH | SOLE | 21,050 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 26,363,695 | 3,766 | SH | SOLE | 3,766 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 9,147,572 | 153,200 | SH | SOLE | 153,200 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 12,716,820 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 23,337,721 | 49,100 | SH | SOLE | 49,100 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 17,500,680 | 17,300 | SH | SOLE | 17,300 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 797,036 | 11,600 | SH | SOLE | 11,600 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 11,057,972 | 179,600 | SH | SOLE | 179,600 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 21,614,560 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 25,774,650 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 9,938,160 | 36,000 | SH | SOLE | 36,000 | 0 | 0 |