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   562,646,718 1,933,361 SH   OTR   1,859,732 0 73,629
ASPEN TECHNOLOGY INC COM 29109X106   90,945,065 413,105 SH   OTR   413,105 0 0
BOOKING HOLDINGS INC COM 09857L108   686,372,881 193,496 SH   OTR   185,894 0 7,602
BRISTOL-MYERS SQUIBB CO COM 110122108   721,680,896 14,065,112 SH   OTR   13,520,194 0 544,918
CORTEVA INC COM 22052L104   588,893,336 12,289,093 SH   OTR   11,802,488 0 486,605
EBAY INC. COM 278642103   435,341,427 9,980,317 SH   OTR   9,595,568 0 384,749
ELECTRONIC ARTS INC COM 285512109   587,588,689 4,294,925 SH   OTR   4,134,166 0 160,759
FOX CORP CL A COM 35137L105   521,243,479 17,568,031 SH   OTR   16,885,452 0 682,579
FOX CORP CL B COM 35137L204   98,176,855 3,550,700 SH   OTR   3,397,067 0 153,633
INTERCONTINENTAL EXCHANGE IN COM 45866F104   778,981,762 6,065,419 SH   OTR   5,825,658 0 239,761
JOHNSON & JOHNSON COM 478160104   360,944,006 2,302,820 SH   OTR   2,210,426 0 92,394
LAUDER ESTEE COS INC CL A 518439104   359,499,026 2,458,113 SH   OTR   2,360,889 0 97,224
NEW YORK TIMES CO CL A 650111107   88,291,982 1,802,245 SH   OTR   1,802,245 0 0
NEWS CORP NEW CL B 65249B208   300,453,812 11,681,719 SH   OTR   11,359,758 0 321,961
NEWS CORP NEW CL A 65249B109   738,021,682 30,061,983 SH   OTR   28,728,572 0 1,333,411
ORACLE CORP COM 68389X105   592,935,051 5,623,969 SH   OTR   5,400,983 0 222,986
PHILIP MORRIS INTL INC COM 718172109   550,049,162 5,846,611 SH   OTR   5,542,664 0 303,947
RB GLOBAL INC COM 74935Q107   1,017,234,624 15,207,574 SH   OTR   14,604,548 0 603,026
REVVITY INC COM 714046109   210,518,489 1,925,885 SH   OTR   1,849,703 0 76,182
S&P GLOBAL INC COM 78409V104   351,766,233 798,525 SH   OTR   769,292 0 29,233
SALESFORCE INC COM 79466L302   556,892,655 2,116,336 SH   OTR   2,032,211 0 84,125
TKO GROUP HOLDINGS INC CL A 87256C101   145,259,145 1,780,573 SH   OTR   1,780,573 0 0
TRANSUNION COM 89400J107   543,103,147 7,904,281 SH   OTR   7,591,705 0 312,576
ZILLOW GROUP INC CL A 98954M101   127,268,222 2,243,798 SH   OTR   2,151,754 0 92,044
ZILLOW GROUP INC CL C CAP STK 98954M200   750,418,220 12,969,551 SH   OTR   12,481,948 0 487,603