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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   1,260,213,335 9,021,500 SH   SOLE   9,021,500 0 0
AMAZON COM INC COM 023135106   1,153,999,494 7,595,100 SH   SOLE   7,595,100 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   652,692,116 862,300 SH   SOLE   862,300 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   126,510,985 28,817,992 SH   SOLE   28,817,992 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   756,345,990 14,824,500 SH   SOLE   14,824,500 0 0
HERBALIFE LTD COM SHS G4412G101   135,867,410 8,903,500 SH   SOLE   8,903,500 0 0
MOODYS CORP COM 615369105   613,999,376 1,572,100 SH   SOLE   1,572,100 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   99,360,000 21,600,000 SH   SOLE   21,600,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   328,000,480 21,466,000 SH   SOLE   21,466,000 0 0
SAP SE SPON ADR 803054204   310,942,326 2,011,400 SH   SOLE   2,011,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   417,560,000 4,015,000 SH   SOLE   4,015,000 0 0
TRANSDIGM GROUP INC COM 893641100   586,930,320 580,200 SH   SOLE   580,200 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   148,310,563 5,588,190 SH   SOLE   5,588,190 0 0