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   787,702,342 2,360,369 SH   OTR   2,302,057 0 58,312
ASPEN TECHNOLOGY INC COM 29109X106   109,094,426 511,508 SH   OTR   511,508 0 0
BOOKING HOLDINGS INC COM 09857L108   684,972,767 188,808 SH   OTR   183,899 0 4,909
BRISTOL-MYERS SQUIBB CO COM 110122108   761,623,798 14,044,326 SH   OTR   13,692,521 0 351,805
CORTEVA INC COM 22052L104   831,779,081 14,423,081 SH   OTR   14,044,082 0 378,999
EBAY INC. COM 278642103   514,083,216 9,740,114 SH   OTR   9,491,716 0 248,398
ELECTRONIC ARTS INC COM 285512109   554,851,943 4,182,196 SH   OTR   4,078,408 0 103,788
FOX CORP CL A COM 35137L105   559,686,220 17,898,504 SH   OTR   17,446,338 0 452,166
FOX CORP CL B COM 35137L204   125,572,625 4,387,583 SH   OTR   4,256,068 0 131,515
INTERCONTINENTAL EXCHANGE IN COM 45866F104   813,926,151 5,922,478 SH   OTR   5,767,686 0 154,792
JOHNSON & JOHNSON COM 478160104   640,747,329 4,050,492 SH   OTR   3,950,781 0 99,711
LAUDER ESTEE COS INC CL A 518439104   369,918,071 2,399,728 SH   OTR   2,336,958 0 62,770
NEW YORK TIMES CO CL A 650111107   30,884,363 714,585 SH   OTR   714,585 0 0
NEWS CORP NEW CL B 65249B208   305,035,798 11,272,572 SH   OTR   11,069,093 0 203,479
NEWS CORP NEW CL A 65249B109   754,433,013 28,817,151 SH   OTR   27,982,416 0 834,735
ORACLE CORP COM 68389X105   690,002,108 5,493,210 SH   OTR   5,349,248 0 143,962
PHILIP MORRIS INTL INC COM 718172109   648,904,696 7,082,566 SH   OTR   6,837,907 0 244,659
RB GLOBAL INC COM 74935Q107   1,047,356,847 13,750,254 SH   OTR   13,408,549 0 341,705
REVVITY INC COM 714046109   197,507,625 1,881,025 SH   OTR   1,831,841 0 49,184
TKO GROUP HOLDINGS INC CL A 87256C101   322,617,697 3,733,569 SH   OTR   3,664,443 0 69,126
TRANSUNION COM 89400J107   612,973,884 7,681,377 SH   OTR   7,479,574 0 201,803
ZILLOW GROUP INC CL C CAP STK 98954M200   620,183,261 12,713,884 SH   OTR   12,399,082 0 314,802
ZILLOW GROUP INC CL A 98954M101   104,893,469 2,191,673 SH   OTR   2,132,249 0 59,424