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

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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
AIR LEASE CORP CL A 00912X302 329,220 11,240,000 SH   SOLE   11,240,000 0 0
ALPHABET INC CAP STK CL A 02079K305 263,757 186,000 SH   SOLE   186,000 0 0
AMAZON COM INC COM 023135106 258,226 93,600 SH   SOLE   93,600 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 366,608 11,957,200 SH   SOLE   11,957,200 0 0
MOODYS CORP COM 615369105 195,058 710,000 SH   SOLE   710,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 525,108 35,337,000 SH   SOLE   35,337,000 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 255,615 13,884,600 SH   SOLE   13,884,600 0 0
TRANSDIGM GROUP INC COM 893641100 777,787 1,759,500 SH   SOLE   1,759,500 0 0
VISA INC COM CL A 92826C839 182,546 945,000 SH   SOLE   945,000 0 0