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
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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
AMAZON COM INC COM 023135106   5,270,202 27,700 SH Call SOLE 0 27,700 0 0
AMAZON COM INC COM 023135106   50,518,406 265,523 SH   SOLE 0 265,523 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   21,344,838 155,870 SH   SOLE 0 155,870 0 0
BURLINGTON STORES INC COM 122017106   32,544,200 136,551 SH   SOLE 0 136,551 0 0
COUPANG INC CL A 22266T109   32,176,398 1,467,232 SH   SOLE 0 1,467,232 0 0
CRANE COMPANY COMMON STOCK 224408104   143,565,964 937,237 SH   SOLE 0 937,237 0 0
HALEON PLC SPON ADS 405552100   31,829,748 3,093,270 SH   SOLE 0 3,093,270 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   135,005,573 782,641 SH   SOLE 0 782,641 0 0
KKR & CO INC COM 48251W104   42,848,534 370,630 SH   SOLE 0 370,630 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   237,157,988 2,634,796 SH   SOLE 0 2,634,796 0 0
LPL FINL HLDGS INC COM 50212V100   3,045,019 9,308 SH   SOLE 0 9,308 0 0
META PLATFORMS INC CL A 30303M102   95,671,149 165,992 SH   SOLE 0 165,992 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   186,981,668 2,377,994 SH   SOLE 0 2,377,994 0 0
SAP SE SPON ADR 803054204   13,869,221 51,666 SH   SOLE 0 51,666 0 0
SCHWAB CHARLES CORP COM 808513105   79,605,359 1,016,931 SH   SOLE 0 1,016,931 0 0
TRANSDIGM GROUP INC COM 893641100   157,890,104 114,141 SH   SOLE 0 114,141 0 0