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
OMB APPROVAL
OMB Number: 3235-0006
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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   172,491,238 1,955,018 SH   SOLE   1,955,018 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   51,797,863 812,006 SH   SOLE   812,006 0 0
AVANTOR INC COM 05352A100   89,922,614 4,263,756 SH   SOLE   4,263,756 0 0
CONX CORP *W EXP 10/30/202 212873111   150,000 1,000,000 SH   SOLE   1,000,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   105,552,832 1,204,941 SH   SOLE   1,204,941 0 0
FERRARI N V COM N3167Y103   108,572,694 506,828 SH   SOLE   506,828 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   99,745,132 1,470,083 SH   SOLE   1,470,083 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   84,909,245 671,963 SH   SOLE   671,963 0 0
JOHNSON CTLS INTL PLC SHS G51502105   83,269,568 1,301,087 SH   SOLE   1,301,087 0 0
LAS VEGAS SANDS CORP COM 517834107   83,981,030 1,747,057 SH   SOLE   1,747,057 0 0
META PLATFORMS INC CL A 30303M102   132,376,046 1,100,017 SH   SOLE   1,100,017 0 0
MICROSOFT CORP COM 594918104   178,275,953 743,374 SH   SOLE   743,374 0 0
PTC INC COM 69370C100   118,866,009 990,220 SH   SOLE   990,220 0 0
UNION PAC CORP COM 907818108   125,756,096 607,312 SH   SOLE   607,312 0 0
VISA INC COM CL A 92826C839   151,721,103 730,271 SH   SOLE   730,271 0 0
VULCAN MATLS CO COM 929160109   104,848,864 598,760 SH   SOLE   598,760 0 0
WORKDAY INC CL A 98138H101   129,089,740 771,468 SH   SOLE   771,468 0 0