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 13,409 55,900 SH   SOLE   55,900 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 15,965 100,000 SH   SOLE   100,000 0 0
ALPHABET INC CAP STK CL C 02079K107 33,074 11,430 SH   SOLE   11,430 0 0
AMAZON COM INC COM 023135106 24,981 7,492 SH   SOLE   7,492 0 0
AMERICAN EXPRESS CO COM 025816109 9,489 58,000 SH   SOLE   58,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 21,300 72,820 SH   SOLE   72,820 0 0
AVANTOR INC COM 05352A100 16,679 395,800 SH   SOLE   395,800 0 0
BOOKING HOLDINGS INC COM 09857L108 6,646 2,770 SH   SOLE   2,770 0 0
CARVANA CO CL A 146869102 139 600 SH   SOLE   600 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,571 14,680 SH   SOLE   14,680 0 0
COPART INC COM 217204106 16,466 108,600 SH   SOLE   108,600 0 0
COSTAR GROUP INC COM 22160N109 5,259 66,550 SH   SOLE   66,550 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,343 18,500 SH   SOLE   18,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 5,458 50,000 SH   SOLE   50,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,522 55,000 SH   SOLE   55,000 0 0
ISHARES TR CORE S&P TTL STK 464287150 3,209 30,000 SH   SOLE   30,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 10,326 50,000 SH   SOLE   50,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 4,032 24,400 SH   SOLE   24,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,940 33,230 SH   SOLE   33,230 0 0
MCDONALDS CORP COM 580135101 1,448 5,400 SH   SOLE   5,400 0 0
MICROSOFT CORP COM 594918104 37,203 110,617 SH   SOLE   110,617 0 0
MONDELEZ INTL INC CL A 609207105 1,432 21,600 SH   SOLE   21,600 0 0
MOODYS CORP COM 615369105 1,406 3,600 SH   SOLE   3,600 0 0
NETFLIX INC COM 64110L106 9,922 16,470 SH   SOLE   16,470 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 11,172 440,000 SH   SOLE   440,000 0 0
PARKER-HANNIFIN CORP COM 701094104 5,302 16,667 SH   SOLE   16,667 0 0
PEPSICO INC COM 713448108 1,146 6,600 SH   SOLE   6,600 0 0
S&P GLOBAL INC COM 78409V104 20,314 43,044 SH   SOLE   43,044 0 0
SABRE CORP COM 78573M104 2,620 305,000 SH   SOLE   305,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,005 9,000 SH   SOLE   9,000 0 0
TWITTER INC COM 90184L102 3,890 90,000 SH   SOLE   90,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 7,925 189,000 SH   SOLE   189,000 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2,022 33,000 SH   SOLE   33,000 0 0
VISA INC COM CL A 92826C839 8,148 37,600 SH   SOLE   37,600 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 9,810 227,200 SH   SOLE   227,200 0 0
WELLS FARGO CO NEW COM 949746101 461 9,600 SH   SOLE   9,600 0 0