The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AON PLC SHS CL A G0403H108   104,460,282 302,608 SH   SOLE   302,608 0 0
ARCH CAP GROUP LTD ORD G0450A105   50,351,969 672,705 SH   SOLE   672,705 0 0
BILL HOLDINGS INC COM 090043100   981,540 8,400 SH   SOLE   8,400 0 0
BLOCK INC CL A 852234103   53,664,474 806,136 SH   SOLE   806,136 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   44,515,180 34,684 SH   SOLE   34,684 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   105,644,873 2,722,806 SH   SOLE   2,722,806 0 0
HASBRO INC COM 418056107   11,948,899 184,482 SH   SOLE   184,482 0 0
META PLATFORMS INC CL A 30303M102   132,533,104 461,820 SH   SOLE   461,820 0 0
MICROSOFT CORP COM 594918104   132,210,909 388,239 SH   SOLE   388,239 0 0
MONGODB INC CL A 60937P106   85,787,176 208,733 SH   SOLE   208,733 0 0
MONOLITHIC PWR SYS INC COM 609839105   864,368 1,600 SH   SOLE   1,600 0 0
NVIDIA CORPORATION COM 67066G104   49,825,411 117,785 SH   SOLE   117,785 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   88,006,478 471,834 SH   SOLE   471,834 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   43,133,842 479,052 SH   SOLE   479,052 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   3,059,760 8,000 SH   SOLE   8,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   228,416 3,365 SH   SOLE   3,365 0 0