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 11,803 56,500 SH   SOLE   56,500 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 15,942 101,200 SH   SOLE   101,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,668 65,300 SH   SOLE   65,300 0 0
ALPHABET INC CAP STK CL C 02079K107 30,464 11,430 SH   SOLE   11,430 0 0
AMAZON COM INC COM 023135106 24,612 7,492 SH   SOLE   7,492 0 0
AMERICAN EXPRESS CO COM 025816109 9,717 58,000 SH   SOLE   58,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 19,327 72,820 SH   SOLE   72,820 0 0
AVANTOR INC COM 05352A100 16,188 395,800 SH   SOLE   395,800 0 0
BOOKING HOLDINGS INC COM 09857L108 6,433 2,710 SH   SOLE   2,710 0 0
CARVANA CO CL A 146869102 145 480 SH   SOLE   480 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,225 12,680 SH   SOLE   12,680 0 0
COPART INC COM 217204106 15,065 108,600 SH   SOLE   108,600 0 0
COSTAR GROUP INC COM 22160N109 5,417 62,950 SH   SOLE   62,950 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 9,710 99,500 SH   SOLE   99,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,032 18,500 SH   SOLE   18,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 6,084 50,000 SH   SOLE   50,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,315 55,000 SH   SOLE   55,000 0 0
ISHARES TR CORE S&P TTL STK 464287150 2,951 30,000 SH   SOLE   30,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 8,215 50,000 SH   SOLE   50,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,613 24,400 SH   SOLE   24,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,867 28,380 SH   SOLE   28,380 0 0
MCDONALDS CORP COM 580135101 1,157 4,800 SH   SOLE   4,800 0 0
MICROSOFT CORP COM 594918104 31,354 111,217 SH   SOLE   111,217 0 0
MONDELEZ INTL INC CL A 609207105 1,257 21,600 SH   SOLE   21,600 0 0
MOODYS CORP COM 615369105 1,278 3,600 SH   SOLE   3,600 0 0
NETFLIX INC COM 64110L106 5,688 9,320 SH   SOLE   9,320 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 12,126 440,000 SH   SOLE   440,000 0 0
PARKER-HANNIFIN CORP COM 701094104 4,660 16,667 SH   SOLE   16,667 0 0
PEPSICO INC COM 713448108 993 6,600 SH   SOLE   6,600 0 0
S&P GLOBAL INC COM 78409V104 18,289 43,044 SH   SOLE   43,044 0 0
SABRE CORP COM 78573M104 3,611 305,000 SH   SOLE   305,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,142 9,000 SH   SOLE   9,000 0 0
TWITTER INC COM 90184L102 2,416 40,000 SH   SOLE   40,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,541 146,000 SH   SOLE   146,000 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2,073 34,000 SH   SOLE   34,000 0 0
VISA INC COM CL A 92826C839 6,683 30,000 SH   SOLE   30,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 9,711 227,200 SH   SOLE   227,200 0 0
WELLS FARGO CO NEW COM 949746101 446 9,600 SH   SOLE   9,600 0 0