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 C | 02079K107 | 7,621,111 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 4,432,240 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 4,073,370 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 4,699,501 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 8,704,800 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 10,992,774 | 72,150 | SH | SOLE | 72,150 | 0 | 0 | ||
| DIGIMARC CORP NEW | COM | 25381B101 | 2,522,124 | 85,670 | SH | SOLE | 85,670 | 0 | 0 | ||
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 | 3,600,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 4,591,680 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,086,480 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 4,441,710 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | 18,886,965 | 484,157 | SH | SOLE | 484,157 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 9,499,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 14,967,428 | 297,800 | SH | SOLE | 297,800 | 0 | 0 | ||