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 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 37,789,650 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 28,562,842 | 6,200 | SH | SOLE | 6,200 | 0 | 0 | |||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 19,658,800 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| CARGURUS INC | COM CL A | 141788109 | 40,782,000 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
| CME GROUP INC | COM | 12572Q105 | 39,793,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| COTY INC | COM CL A | 222070203 | 16,410,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | 16,766,400 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| GARRETT MOTION INC | COM | 366505105 | 27,202,500 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | |||
| BLOCK H & R INC | COM | 093671105 | 25,258,600 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | |||
| SYSCO CORP | COM | 871829107 | 21,011,200 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 22,779,900 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | TR Unit | 78462F103 | 7,862,500 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | |||