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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 79,122 | 822,900 | SH | SOLE | 1 | 822,900 | 0 | 0 | |
| AMAZON.COM INC | COM | 023135106 | 52,972 | 468,776 | SH | SOLE | 1 | 468,776 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 115,803 | 381,748 | SH | SOLE | 1 | 381,748 | 0 | 0 | |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 17,095 | 277,612 | SH | SOLE | 1 | 277,612 | 0 | 0 | |
| LAM RESEARCH CORP | COM | 512807108 | 22,714 | 62,060 | SH | SOLE | 1 | 62,060 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 53,486 | 229,654 | SH | SOLE | 1 | 229,654 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 38,411 | 157,998 | SH | SOLE | 1 | 157,998 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 76,776 | 146,291 | SH | SOLE | 1 | 146,291 | 0 | 0 | |
| VERISIGN INC | COM | 92343E102 | 28,488 | 164,004 | SH | SOLE | 1 | 164,004 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 82,923 | 466,776 | SH | SOLE | 1 | 466,776 | 0 | 0 | |