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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 163,313 | 288,000 | SH | SOLE | 288,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 165,420 | 1,930,000 | SH | SOLE | 1,930,000 | 0 | 0 | ||
| E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 95,710 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 126,963 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 31,334 | 194,500 | SH | SOLE | 194,500 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 197,243 | 505,000 | SH | SOLE | 505,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 113,348 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 65,558 | 2,500,300 | SH | SOLE | 2,500,300 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 155,795 | 279,824 | SH | SOLE | 279,824 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 9,222 | 963,673 | SH | SOLE | 963,673 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 180,067 | 283,000 | SH | SOLE | 283,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 126,838 | 3,025,000 | SH | SOLE | 3,025,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 134,525 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||