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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
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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   1,682,416,710 11,147,000 SH   SOLE   11,147,000 0 0
AMAZON COM INC COM 023135106   1,370,004,138 7,595,100 SH   SOLE   7,595,100 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   619,645,095 638,500 SH   SOLE   638,500 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   127,951,884 28,817,992 SH   SOLE   28,817,992 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   862,836,078 16,249,267 SH   SOLE   16,249,267 0 0
HERBALIFE LTD COM SHS G4412G101   92,495,175 9,203,500 SH   SOLE   9,203,500 0 0
MOODYS CORP COM 615369105   686,230,380 1,746,000 SH   SOLE   1,746,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   160,272,000 21,600,000 SH   SOLE   21,600,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   206,388,840 13,851,600 SH   SOLE   13,851,600 0 0
SAP SE SPON ADR 803054204   363,535,920 1,864,000 SH   SOLE   1,864,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   388,286,700 2,854,000 SH   SOLE   2,854,000 0 0
TRANSDIGM GROUP INC COM 893641100   613,336,800 498,000 SH   SOLE   498,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   102,738,109 5,301,244 SH   SOLE   5,301,244 0 0