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 | 349,398 | 120,749 | SH | SOLE | 120,749 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 85,617 | 663,132 | SH | SOLE | 663,132 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 164,909 | 252,940 | SH | SOLE | 252,940 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 147,751 | 3,609,850 | SH | SOLE | 3,609,850 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 178,135 | 529,611 | SH | SOLE | 529,611 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 361,434 | 1,074,674 | SH | SOLE | 1,074,674 | 0 | 0 | ||
| OTIS WORLDWIDE CORP | COM | 68902V107 | 383,505 | 4,404,554 | SH | SOLE | 4,404,554 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 292,385 | 1,150,535 | SH | SOLE | 1,150,535 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 103,760 | 159,850 | SH | SOLE | 159,850 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 261,326 | 410,709 | SH | SOLE | 410,709 | 0 | 0 | ||
| WOODWARD INC | COM | 980745103 | 217,118 | 1,983,536 | SH | SOLE | 1,983,536 | 0 | 0 | ||