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 | 246,844 | 88,380 | SH | SOLE | 88,380 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 55,315 | 555,869 | SH | SOLE | 555,869 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 134,937 | 247,355 | SH | SOLE | 247,355 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 92,988 | 3,062,839 | SH | SOLE | 3,062,839 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 134,774 | 606,106 | SH | SOLE | 606,106 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 280,180 | 908,760 | SH | SOLE | 908,760 | 0 | 0 | ||
| OTIS WORLDWIDE CORP | COM | 68902V107 | 290,935 | 3,780,826 | SH | SOLE | 3,780,826 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 208,405 | 981,559 | SH | SOLE | 981,559 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 76,699 | 137,727 | SH | SOLE | 137,727 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 227,651 | 349,405 | SH | SOLE | 349,405 | 0 | 0 | ||
| WOODWARD INC | COM | 980745103 | 214,720 | 1,718,997 | SH | SOLE | 1,718,997 | 0 | 0 | ||