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 238,245 120,083 SH   SOLE   120,083 0 0
CHARTER COMMUNICATIONS COMM 16119P108 249,819 766,598 SH   SOLE   766,598 0 0
MASTERCARD INC CL A COMM 57636Q104 88,663 398,290 SH   SOLE   398,290 0 0
MOODYS CORP COMM 615369105 161,667 966,907 SH   SOLE   966,907 0 0
O'REILLY AUTO PARTS COMM 67103H107 108,930 313,629 SH   SOLE   313,629 0 0
TRANSDIGM GROUP INC COMM 893641100 198,969 534,431 SH   SOLE   534,431 0 0
VISA INC CL A COMM 92826C839 42,403 282,516 SH   SOLE   282,516 0 0