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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 101,303 | 46,311 | SH | SOLE | 1 | 46,311 | 0 | 0 | |
| AMAZON.COM INC | COM | 023135106 | 56,075 | 527,960 | SH | SOLE | 1 | 527,960 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 147,626 | 315,083 | SH | SOLE | 1 | 315,083 | 0 | 0 | |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 26,491 | 373,172 | SH | SOLE | 1 | 373,172 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 66,362 | 258,387 | SH | SOLE | 1 | 258,387 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 49,317 | 181,333 | SH | SOLE | 1 | 181,333 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 78,568 | 146,400 | SH | SOLE | 1 | 146,400 | 0 | 0 | |
| VERISIGN INC | COM | 92343E102 | 33,083 | 197,711 | SH | SOLE | 1 | 197,711 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 95,237 | 483,707 | SH | SOLE | 1 | 483,707 | 0 | 0 | |