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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
ACTIVISION BLIZZARD INC COM 00507V109   38,148,661 445,714 SH   SOLE   445,714 0 0
AMAZON COM INC COM 023135106   34,549,989 334,495 SH   SOLE   334,495 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   42,933,894 679,764 SH   SOLE   679,764 0 0
APOLLO STRATEGIC GRWT CPTL I SHS CL A G0412A102   7,009 71,813 SH   SOLE   71,813 0 0
BERRY GLOBAL GROUP INC COM 08579W103   14,502,888 246,229 SH   SOLE   246,229 0 0
BLACKLINE INC COM 09239B109   353,679 5,267 SH   SOLE   5,267 0 0
CROWN HLDGS INC COM 228368106   39,008,352 471,628 SH   SOLE   471,628 0 0
D R HORTON INC COM 23331A109   20,010,527 204,837 SH   SOLE   204,837 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   16,738,947 223,693 SH   SOLE   223,693 0 0
MERCADOLIBRE INC COM 58733R102   41,255,278 31,300 SH   SOLE   31,300 0 0
MONGODB INC CL A 60937P106   8,924,300 38,282 SH   SOLE   38,282 0 0
NEW YORK TIMES CO CL A 650111107   1,263,600 32,500 SH   SOLE   32,500 0 0
PROPERTYGURU GROUP LTD ORD SHS G7258M108   2,500,000 500,000 SH   SOLE   500,000 0 0
SALESFORCE INC COM 79466L302   21,915,866 109,700 SH   SOLE   109,700 0 0
SERVICENOW INC COM 81762P102   17,194,640 37,000 SH   SOLE   37,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   20,891,294 469,784 SH   SOLE   469,784 0 0