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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
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   1,223,920,643 11,799,100 SH   SOLE   11,799,100 0 0
AMAZON COM INC COM 023135106   956,589,348 9,261,200 SH   SOLE   9,261,200 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   364,588,276 535,600 SH   SOLE   535,600 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   167,575,213 28,792,992 SH   SOLE   28,792,992 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   396,525,360 11,352,000 SH   SOLE   11,352,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101   148,981,350 9,253,500 SH   SOLE   9,253,500 0 0
MOODYS CORP COM 615369105   318,811,636 1,041,800 SH   SOLE   1,041,800 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   174,528,000 21,600,000 SH   SOLE   21,600,000 0 0
SAP SE SPON ADR 803054204   245,975,235 1,943,700 SH   SOLE   1,943,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   465,472,080 5,004,000 SH   SOLE   5,004,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   216,551,980 6,341,200 SH   SOLE   6,341,200 0 0