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
ADOBE SYSTEMS INCORPORATED COM 00724F101 5,308 14,500 SH   SOLE   14,500 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 8,075 46,650 SH   SOLE   46,650 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 10,470 88,150 SH   SOLE   88,150 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,423 65,300 SH   SOLE   65,300 0 0
ALPHABET INC CAP STK CL C 02079K107 24,773 11,325 SH   SOLE   11,325 0 0
AMAZON COM INC COM 023135106 17,631 166,000 SH   SOLE   166,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 18,439 72,142 SH   SOLE   72,142 0 0
AVANTOR INC COM 05352A100 12,300 395,500 SH   SOLE   395,500 0 0
BOOKING HOLDINGS INC COM 09857L108 2,676 1,530 SH   SOLE   1,530 0 0
CHEVRON CORP NEW COM 166764100 293 2,025 SH   SOLE   2,025 0 0
COPART INC COM 217204106 11,654 107,250 SH   SOLE   107,250 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,754 18,500 SH   SOLE   18,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,053 75,000 SH   SOLE   75,000 0 0
ISHARES TR CORE S&P TTL STK 464287150 8,696 103,800 SH   SOLE   103,800 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,893 50,000 SH   SOLE   50,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 490 3,600 SH   SOLE   3,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,237 32,450 SH   SOLE   32,450 0 0
MCDONALD'S ORD COM 580135101 1,111 4,500 SH   SOLE   4,500 0 0
MICROSOFT CORP COM 594918104 27,185 105,847 SH   SOLE   105,847 0 0
MONDELEZ INTL INC CL A 609207105 1,164 18,750 SH   SOLE   18,750 0 0
MOODYS CORP COM 615369105 3,624 13,325 SH   SOLE   13,325 0 0
NETFLIX INC COM 64110L106 315 1,800 SH   SOLE   1,800 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 8,796 440,000 SH   SOLE   440,000 0 0
THE ODP CORP COM 88337F105 3,024 100,000 SH   SOLE   100,000 0 0
PARKER-HANNIFIN CORP COM 701094104 4,101 16,667 SH   SOLE   16,667 0 0
PAYSAFE LIMITED ORD G6964L107 1,170 600,000 SH   SOLE   600,000 0 0
PEPSICO INC COM 713448108 1,028 6,168 SH   SOLE   6,168 0 0
SABRE CORP COM 78573M104 1,778 305,000 SH   SOLE   305,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 4,540 38,000 SH   SOLE   38,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 8,309 22,025 SH   SOLE   22,025 0 0
S&P GLOBAL INC COM 78409V104 14,357 42,594 SH   SOLE   42,594 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,890 9,000 SH   SOLE   9,000 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,649 33,000 SH   SOLE   33,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 2,655 109,000 SH   SOLE   109,000 0 0
WELLS FARGO CO NEW COM 949746101 306 7,800 SH   SOLE   7,800 0 0
VISA INC COM CL A 92826C839 7,403 37,600 SH   SOLE   37,600 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,867 189,000 SH   SOLE   189,000 0 0