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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

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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
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 130,847 12,509,300 SH   SOLE   12,509,300 0 0
MOODYS CORP COM 615369105 91,879 660,000 SH   SOLE   660,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 15,710 379,000 SH   SOLE   379,000 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 193,428 12,584,800 SH   SOLE   12,584,800 0 0
TRANSDIGM GROUP INC COM 893641100 197,643 773,100 SH   SOLE   773,100 0 0
VISA INC COM CL A 92826C839 76,930 731,000 SH   SOLE   731,000 0 0