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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
ALPHABET INC CAP STK CL A 02079K305   946,340,262 7,231,700 SH   SOLE   7,231,700 0 0
AMAZON COM INC COM 023135106   824,970,664 6,489,700 SH   SOLE   6,489,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   476,284,806 809,100 SH   SOLE   809,100 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   130,833,684 28,817,992 SH   SOLE   28,817,992 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   647,769,850 15,684,500 SH   SOLE   15,684,500 0 0
HERBALIFE LTD COM SHS G4412G101   129,456,465 9,253,500 SH   SOLE   9,253,500 0 0
MOODYS CORP COM 615369105   489,905,415 1,549,500 SH   SOLE   1,549,500 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   98,064,000 21,600,000 SH   SOLE   21,600,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   390,131,760 28,456,000 SH   SOLE   28,456,000 0 0
SAP SE SPON ADR 803054204   288,267,212 2,229,100 SH   SOLE   2,229,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   485,684,100 5,589,000 SH   SOLE   5,589,000 0 0
TRANSDIGM GROUP INC COM 893641100   474,935,129 563,300 SH   SOLE   563,300 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   113,255,532 6,789,900 SH   SOLE   6,789,900 0 0