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
Estimated average burden
hours per response: 23.8
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
ADVANCE AUTO PARTS INC COM 00751Y106 11,590 56,500 SH   SOLE   56,500 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 15,047 101,800 SH   SOLE   101,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,201 53,800 SH   SOLE   53,800 0 0
ALPHABET INC CAP STK CL C 02079K107 28,647 11,430 SH   SOLE   11,430 0 0
AMAZON COM INC COM 023135106 25,650 7,456 SH   SOLE   7,456 0 0
AMERICAN EXPRESS CO COM 025816109 11,566 70,000 SH   SOLE   70,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 22,508 83,320 SH   SOLE   83,320 0 0
AVANTOR INC COM 05352A100 14,055 395,800 SH   SOLE   395,800 0 0
BOOKING HOLDINGS INC COM 09857L108 5,930 2,710 SH   SOLE   2,710 0 0
CARVANA CO CL A 146869102 109 360 SH   SOLE   360 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,148 12,680 SH   SOLE   12,680 0 0
COPART INC COM 217204106 14,317 108,600 SH   SOLE   108,600 0 0
COSTAR GROUP INC COM 22160N109 5,114 61,750 SH   SOLE   61,750 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 9,823 99,500 SH   SOLE   99,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,029 18,500 SH   SOLE   18,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,084 50,000 SH   SOLE   50,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,529 55,000 SH   SOLE   55,000 0 0
ISHARES TR CORE S&P TTL STK 464287150 2,963 30,000 SH   SOLE   30,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,721 50,000 SH   SOLE   50,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,249 23,800 SH   SOLE   23,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,361 28,380 SH   SOLE   28,380 0 0
MCDONALDS CORP COM 580135101 1,109 4,800 SH   SOLE   4,800 0 0
MICROSOFT CORP COM 594918104 30,129 111,217 SH   SOLE   111,217 0 0
MONDELEZ INTL INC CL A 609207105 1,349 21,600 SH   SOLE   21,600 0 0
MOODYS CORP COM 615369105 1,305 3,600 SH   SOLE   3,600 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 12,439 440,000 SH   SOLE   440,000 0 0
PARKER-HANNIFIN CORP COM 701094104 5,119 16,667 SH   SOLE   16,667 0 0
PEPSICO INC COM 713448108 711 4,800 SH   SOLE   4,800 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 4,893 215,000 SH   SOLE   215,000 0 0
S&P GLOBAL INC COM 78409V104 17,667 43,044 SH   SOLE   43,044 0 0
SABRE CORP COM 78573M104 3,806 305,000 SH   SOLE   305,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,540 9,000 SH   SOLE   9,000 0 0
TWITTER INC COM 90184L102 2,752 40,000 SH   SOLE   40,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 7,318 146,000 SH   SOLE   146,000 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2,155 34,000 SH   SOLE   34,000 0 0
VISA INC COM CL A 92826C839 7,015 30,000 SH   SOLE   30,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 5,954 165,200 SH   SOLE   165,200 0 0
WELLS FARGO CO NEW COM 949746101 435 9,600 SH   SOLE   9,600 0 0