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
Estimated average burden
hours per response: 23.8
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
ADVANCE AUTO PARTS INC COM 00751Y106 6,965 37,960 SH   SOLE   37,960 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 14,926 117,400 SH   SOLE   117,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,203 45,000 SH   SOLE   45,000 0 0
ALPHABET INC CAP STK CL C 02079K107 27,099 13,100 SH   SOLE   13,100 0 0
AMAZON COM INC COM 023135106 21,659 7,000 SH   SOLE   7,000 0 0
AMERICAN EXPRESS CO COM 025816109 9,901 70,000 SH   SOLE   70,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 19,918 83,320 SH   SOLE   83,320 0 0
AVANTOR INC COM 05352A100 8,575 296,400 SH   SOLE   296,400 0 0
BOOKING HOLDINGS INC COM 09857L108 6,314 2,710 SH   SOLE   2,710 0 0
CARVANA CO CL A COM 146869102 63 240 SH   SOLE   240 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,824 12,680 SH   SOLE   12,680 0 0
CHOICE HOTELS INTL INC COM 169905106 335 3,120 SH   SOLE   3,120 0 0
COPART INC COM 217204106 11,795 108,600 SH   SOLE   108,600 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 11,584 120,000 SH   SOLE   120,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,184 18,500 SH   SOLE   18,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,031 50,000 SH   SOLE   50,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,142 55,000 SH   SOLE   55,000 0 0
ISHARES TR CORE S&P TTL STK 464287150 2,748 30,000 SH   SOLE   30,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,170 50,000 SH   SOLE   50,000 0 0
KINDER MORGAN INC DEL COM 49456B101 1,039 62,400 SH   SOLE   62,400 0 0
LYFT INC CL A COM 55087P104 3,620 57,300 SH   SOLE   57,300 0 0
MARRIOTT INTL INC NEW CL A 571903202 2,399 16,200 SH   SOLE   16,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,147 28,500 SH   SOLE   28,500 0 0
MCDONALDS CORP COM 580135101 1,076 4,800 SH   SOLE   4,800 0 0
MICROSOFT CORP COM 594918104 28,094 119,157 SH   SOLE   119,257 0 0
MONDELEZ INTL INC CL A 609207105 1,264 21,600 SH   SOLE   21,600 0 0
MOODYS CORP COM 615369105 1,075 3,600 SH   SOLE   3,600 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 10,160 370,000 SH   SOLE   370,000 0 0
PEPSICO INC COM 713448108 679 4,800 SH   SOLE   4,800 0 0
S&P GLOBAL INC COM 78409V104 15,189 43,044 SH   SOLE   43,044 0 0
SABRE CORP COM 78573M104 3,480 235,000 SH   SOLE   235,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,107 9,000 SH   SOLE   9,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,996 110,000 SH   SOLE   110,000 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2,063 34,000 SH   SOLE   34,000 0 0
VISA INC COM CL A 92826C839 6,352 30,000 SH   SOLE   30,000 0 0
WIDEOPENWEST INC COM 96758W101 33 2,400 SH   SOLE   2,400 0 0
GRACE W R & CO DEL NEW COM 38388F108 7,004 117,000 SH   SOLE   117,000 0 0