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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 57,603,116 | 316,240 | SH | SOLE | 316,240 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 48,246,795 | 249,660 | SH | SOLE | 249,660 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 53,708,100 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 71,922,240 | 176,800 | SH | SOLE | 176,800 | 0 | 0 | ||
BLACKSTONE INC | COM | 09260D107 | 23,522,000 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 7,440,400 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 2,013,216 | 7,825 | SH | SOLE | 7,825 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 13,752,970 | 185,500 | SH | SOLE | 185,500 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 8,737,660 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 9,208,740 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 35,220,900 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 12,710,880 | 16,800 | SH | SOLE | 16,800 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 2,223,900 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 33,235,920 | 223,000 | SH | SOLE | 223,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 11,084,560 | 50,800 | SH | SOLE | 50,800 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 12,457,440 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
INGERSOLL RAND INC | COM | 45687V106 | 1,498,860 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | 16,180,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 10,191,160 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 8,061,640 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 18,917,550 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 27,557,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 29,337,140 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 8,736,810 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 24,202,560 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 45,588,900 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 14,206,224 | 21,050 | SH | SOLE | 21,050 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 28,578,517 | 3,766 | SH | SOLE | 3,766 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 12,606,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 6,053,870 | 239,000 | SH | SOLE | 239,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 5,090,235 | 15,015 | SH | SOLE | 15,015 | 0 | 0 | ||
RTX CORPORATION | COM | 75513E101 | 10,139,390 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 14,160,060 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 26,721,202 | 49,100 | SH | SOLE | 49,100 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 22,102,653 | 17,300 | SH | SOLE | 17,300 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 19,910,880 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 25,984,530 | 99,000 | SH | SOLE | 99,000 | 0 | 0 |