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
BOOKING HOLDINGS INC COMM 09857L108 209,769 103,483 SH   SOLE   103,483 0 0
CHARTER COMMUNICATIONS COMM 16119P108 201,259 686,398 SH   SOLE   686,398 0 0
MASTERCARD INC CL A COMM 57636Q104 78,272 398,290 SH   SOLE   398,290 0 0
MOODYS CORP COMM 615369105 164,916 966,907 SH   SOLE   966,907 0 0
O'REILLY AUTO PARTS COMM 67103H107 91,120 333,079 SH   SOLE   333,079 0 0
TRANSDIGM GROUP INC COMM 893641100 184,454 534,431 SH   SOLE   534,431 0 0
VISA INC CL A COMM 92826C839 37,419 282,516 SH   SOLE   282,516 0 0