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

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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 C 02079K107   27,340,420 194,000 SH   SOLE   194,000 0 0
AT&T INC COM 00206R102   8,641,700 515,000 SH   SOLE   515,000 0 0
BLACKROCK INC COM 09247X101   16,154,820 19,900 SH   SOLE   19,900 0 0
EBAY INC COM 278642103   2,486,340 57,000 SH   SOLE   57,000 0 0
ELASTIC N V ORD SHS N14506104   14,087,500 125,000 SH   SOLE   125,000 0 0
ELECTRONIC ARTS INC COM 285512109   10,123,940 74,000 SH   SOLE   74,000 0 0
GITLAB INC CLASS A COM 37637K108   4,722,000 75,000 SH   SOLE   75,000 0 0
GRAHAM HLDGS CO COM CL B 384637104   7,592,068 10,900 SH   SOLE   10,900 0 0
INGREDION INC COM 457187102   7,814,160 72,000 SH   SOLE   72,000 0 0
MICROSOFT CORP COM 594918104   32,339,440 86,000 SH   SOLE   86,000 0 0
UNION PAC CORP COM 907818108   12,281,000 50,000 SH   SOLE   50,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   13,597,100 235,000 SH   SOLE   235,000 0 0