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
OMB APPROVAL
OMB Number: 3235-0006
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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
AON PLC SHS CL A G0403H108   656,988,060 2,026,365 SH   OTR   1,843,921 19,485 162,959
ASPEN TECHNOLOGY INC COM 29109X106   90,172,006 441,457 SH   OTR   400,306 0 41,151
BOOKING HOLDINGS INC COM 09857L108   623,972,519 202,329 SH   OTR   183,768 1,803 16,758
BRISTOL-MYERS SQUIBB CO COM 110122108   856,071,369 14,749,679 SH   OTR   13,409,009 134,709 1,205,961
CORTEVA INC COM 22052L104   659,692,442 12,894,692 SH   OTR   11,715,279 115,505 1,063,908
EBAY INC. COM 278642103   461,558,149 10,468,545 SH   OTR   9,521,274 98,349 848,922
ELECTRONIC ARTS INC COM 285512109   542,504,460 4,505,851 SH   OTR   4,099,219 42,074 364,558
FOX CORP CL A COM 35137L105   580,903,533 18,618,703 SH   OTR   16,922,958 177,521 1,518,224
FOX CORP CL B COM 35137L204   101,905,188 3,528,573 SH   OTR   3,206,290 23,402 298,881
INTERCONTINENTAL EXCHANGE IN COM 45866F104   700,519,784 6,367,204 SH   OTR   5,785,536 56,848 524,820
JOHNSON & JOHNSON COM 478160104   376,449,619 2,417,012 SH   OTR   2,195,629 21,627 199,756
LAUDER ESTEE COS INC CL A 518439104   372,831,888 2,579,259 SH   OTR   2,343,496 23,030 212,733
NEW YORK TIMES CO CL A 650111107   79,497,254 1,929,545 SH   OTR   1,750,023 0 179,522
NEWS CORP NEW CL A 65249B109   629,655,757 31,388,622 SH   OTR   28,266,517 280,703 2,841,402
NEWS CORP NEW CL B 65249B208   259,285,311 12,423,829 SH   OTR   11,549,071 120,828 753,930
ORACLE CORP COM 68389X105   625,233,155 5,902,881 SH   OTR   5,363,188 52,930 486,763
PHILIP MORRIS INTL INC COM 718172109   576,362,622 6,225,563 SH   OTR   5,553,234 0 672,329
RB GLOBAL INC COM 74935Q107   993,728,187 15,899,651 SH   OTR   14,441,681 143,987 1,313,983
S&P GLOBAL INC COM 78409V104   403,262,821 1,103,590 SH   OTR   1,004,486 10,542 88,562
SALESFORCE INC COM 79466L302   582,333,465 2,871,750 SH   OTR   2,609,653 26,024 236,073
TKO GROUP HOLDINGS INC CL A 87256C101   138,105,368 1,642,938 SH   OTR   1,489,726 0 153,212
TRANSUNION COM 89400J107   489,771,840 6,822,285 SH   OTR   6,198,617 61,509 562,159
ZILLOW GROUP INC CL C CAP STK 98954M200   628,850,189 13,623,271 SH   OTR   12,378,652 117,224 1,127,395
ZILLOW GROUP INC CL A 98954M101   105,498,052 2,355,393 SH   OTR   2,139,048 21,078 195,267