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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 23,365,035 | 106,500 | SH | SOLE | 106,500 | 0 | 0 | |||
| AMPHENOL CORP NEW | CL A | 032095101 | 19,750,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| AON PLC | SHS CL A | G0403H108 | 29,165,130 | 81,750 | SH | SOLE | 81,750 | 0 | 0 | |||
| ATI INC | COM | 01741R102 | 26,333,700 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | |||
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 29,378,750 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | |||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 26,595,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 17,227,000 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | |||
| CSX CORP | COM | 126408103 | 21,209,500 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 25,680,200 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 17,036,680 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | |||
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 25,183,800 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | |||
| INTUIT | COM | 461202103 | 31,505,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 24,373,090 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | |||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 21,746,200 | 1,585,000 | SH | SOLE | 1,585,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 26,046,350 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | |||
| TRANSUNION | COM | 89400J107 | 18,040,000 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 14,202,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 17,160,000 | 71,500 | SH | SOLE | 71,500 | 0 | 0 | |||