The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 458,557 | 9,358,300 | SH | SOLE | 9,358,300 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 452,723 | 219,500 | SH | SOLE | 219,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 528,778 | 170,900 | SH | SOLE | 170,900 | 0 | 0 | ||
| E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 177,519 | 17,823,200 | SH | SOLE | 17,823,200 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 455,270 | 11,197,000 | SH | SOLE | 11,197,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 332,652 | 1,114,000 | SH | SOLE | 1,114,000 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 885,413 | 35,205,300 | SH | SOLE | 35,205,300 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 244,831 | 1,993,900 | SH | SOLE | 1,993,900 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 482,950 | 821,456 | SH | SOLE | 821,456 | 0 | 0 | ||