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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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   32,878,180 390,014 SH   SOLE   390,014 0 0
ALPHABET INC CAP STK CL C 02079K107   12,266,358 101,400 SH   SOLE   101,400 0 0
AMAZON COM INC COM 023135106   42,079,556 322,795 SH   SOLE   322,795 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   41,073,379 534,740 SH   SOLE   534,740 0 0
APOLLO STRATEGIC GRWT CPTL I SHS CL A G0412A102   8,804 71,813 SH   SOLE   71,813 0 0
BERRY GLOBAL GROUP INC COM 08579W103   21,852,052 339,634 SH   SOLE   339,634 0 0
BLACKLINE INC COM 09239B109   283,470 5,267 SH   SOLE   5,267 0 0
BLACKLINE INC NOTE 3/1 09239BAD1   2,047,256 2,405,000 SH   SOLE   2,405,000 0 0
CROWN HLDGS INC COM 228368106   35,462,766 408,228 SH   SOLE   408,228 0 0
D R HORTON INC COM 23331A109   27,445,598 225,537 SH   SOLE   225,537 0 0
DANAHER CORPORATION COM 235851102   14,712,000 61,300 SH   SOLE   61,300 0 0
KKR & CO INC COM 48251W104   420,000 7,500 SH   SOLE   7,500 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   1,046,693 13,904 SH   SOLE   13,904 0 0
MERCADOLIBRE INC COM 58733R102   37,196,440 31,400 SH   SOLE   31,400 0 0
NEW YORK TIMES CO CL A 650111107   1,279,850 32,500 SH   SOLE   32,500 0 0
PROPERTYGURU GROUP LTD ORD SHS G7258M108   2,220,000 500,000 SH   SOLE   500,000 0 0
SALESFORCE INC COM 79466L302   22,710,450 107,500 SH   SOLE   107,500 0 0
SCHLUMBERGER LTD COM STK 806857108   27,266,512 555,100 SH   SOLE   555,100 0 0
SERVICENOW INC COM 81762P102   20,792,890 37,000 SH   SOLE   37,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   14,108,616 139,800 SH   SOLE   139,800 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   24,345,140 484,384 SH   SOLE   484,384 0 0