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 |
| ||||||||||||||||||||
| 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 |
| AERCAP HOLDINGS NV | common | N00985106 | 11,366,400 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| ALPHABET INC | Class A | 02079K305 | 74,632,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| AMAZON COM INC | Common | 023135106 | 41,924,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | Common | 025816109 | 46,104,000 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| ANALOG DEVICES INC | Common | 032654105 | 92,068,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| AON PLC | Class A | G0403H108 | 34,599,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BRADY CORP | Class A | 104674106 | 15,326,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | Common | 14040H105 | 44,919,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COHERENT CORP | Common | 19247G107 | 17,782,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | Common | 363576109 | 29,543,850 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| HESS CORP | Common | 42809H107 | 37,345,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| INTEL CORP | Common | 458140100 | 9,384,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| JOHNSON & JOHNSON | Common | 478160104 | 14,585,400 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO. | Common | 46625H100 | 37,954,800 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | Common | 49338L103 | 31,786,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MEDTRONIC PLC | Common | G5960L103 | 16,655,550 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| MERCADOLIBRE INC | Common | 58733R102 | 26,675,480 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| MERCK & CO INC | Common | 58933Y105 | 18,169,600 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| META PLATFORMS INC | Class A | 30303M102 | 57,244,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICROSOFT CORP | Common | 594918104 | 34,424,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | Common | 620076307 | 65,196,350 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| PROGRESSIVE CORP | Common | 743315103 | 106,579,200 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| RAYONIER INC | Common | 754907103 | 37,007,000 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | Common | 776696106 | 30,604,200 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | Common | 808513105 | 51,848,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| TELEDYNE TECHNOLOGIES INC | common | 879360105 | 26,259,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| VISA INC | Common Class A | 92826C839 | 20,621,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
