The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALARM COM HLDGS INC | COM | 011642105 | 35,791,356 | 585,400 | SH | SOLE | 1 | 585,400 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 342,544,067 | 4,637,748 | SH | SOLE | 1 | 4,637,748 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 29,275,800 | 118,000 | SH | SOLE | 1 | 118,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 852,717,079 | 7,548,841 | SH | SOLE | 1 | 7,548,841 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 71,332,061 | 519,610 | SH | SOLE | 1 | 519,610 | 0 | 0 | ||
| INSIGHT ENTERPRISES INC | COM | 45765U103 | 656,442,165 | 4,511,630 | SH | SOLE | 1 | 4,511,630 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 703,527,933 | 11,420,908 | SH | SOLE | 1 | 11,420,908 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 300,125,355 | 7,284,596 | SH | SOLE | 1 | 7,284,596 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 52,128,000 | 1,800,000 | SH | SOLE | 1 | 1,800,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 706,953,739 | 3,486,309 | SH | SOLE | 1 | 3,486,309 | 0 | 0 | ||
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 506,962,267 | 7,687,070 | SH | SOLE | 1 | 7,687,070 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 193,895,828 | 1,253,853 | SH | SOLE | 1 | 1,253,853 | 0 | 0 | ||