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 |
| CBRE GROUP INC | CL A | 12504L109 | 240,255,536 | 2,470,748 | SH | SOLE | 1 | 2,470,748 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 663,023,689 | 5,418,631 | SH | SOLE | 1 | 5,418,631 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 470,356,742 | 3,414,568 | SH | SOLE | 1 | 3,414,568 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 584,244,545 | 3,655,641 | SH | SOLE | 1 | 3,655,641 | 0 | 0 | ||
| FLUTTER ENTMT PLC | SHS | G3643J108 | 78,181,817 | 495,135 | SH | SOLE | 1 | 495,135 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 33,475,458 | 243,777 | SH | SOLE | 1 | 243,777 | 0 | 0 | ||
| INSIGHT ENTERPRISES INC | COM | 45765U103 | 837,017,819 | 4,511,739 | SH | SOLE | 1 | 4,511,739 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 191,585,588 | 1,904,808 | SH | SOLE | 1 | 1,904,808 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 90,519,622 | 2,094,392 | SH | SOLE | 1 | 2,094,392 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 87,814,000 | 2,300,000 | SH | SOLE | 1 | 2,300,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 1,050,006,545 | 3,486,309 | SH | SOLE | 1 | 3,486,309 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 216,543,937 | 820,553 | SH | SOLE | 1 | 820,553 | 0 | 0 | ||