The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |