The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107 135,047 46,671 SH   SOLE 1 46,671 0 0
AMAZON.COM INC COM 023135106 69,244 20,767 SH   SOLE 1 20,767 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 207,019 317,529 SH   SOLE 1 317,529 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 42,695 376,070 SH   SOLE 1 376,070 0 0
META PLATFORMS INC CL A 30303M102 57,877 172,072 SH   SOLE 1 172,072 0 0
MICROSOFT CORP COM 594918104 70,427 209,404 SH   SOLE 1 209,404 0 0
MOODYS CORP COM 615369105 51,695 132,353 SH   SOLE 1 132,353 0 0
TRANSDIGM GROUP INC COM 893641100 93,151 146,400 SH   SOLE 1 146,400 0 0
VERISIGN INC COM 92343E102 39,983 157,525 SH   SOLE 1 157,525 0 0
VISA INC COM CL A 92826C839 120,270 554,983 SH   SOLE 1 554,983 0 0