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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   1,764,122,750 9,685,000 SH   SOLE   9,685,000 0 0
AMAZON COM INC COM 023135106   1,388,520,575 7,185,100 SH   SOLE   7,185,100 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   653,013,105 638,500 SH   SOLE   638,500 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   129,392,784 28,817,992 SH   SOLE   28,817,992 0 0
EXPEDIA GROUP INC COM NEW 30212P303   364,388,278 2,892,200 SH   SOLE   2,892,200 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   811,936,006 16,429,300 SH   SOLE   16,429,300 0 0
HERBALIFE LTD COM SHS G4412G101   90,429,365 8,703,500 SH   SOLE   8,703,500 0 0
MOODYS CORP COM 615369105   688,641,480 1,636,000 SH   SOLE   1,636,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   169,128,000 21,600,000 SH   SOLE   21,600,000 0 0
SAP SE SPON ADR 803054204   346,376,412 1,717,200 SH   SOLE   1,717,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   544,720,540 3,134,000 SH   SOLE   3,134,000 0 0
TRANSDIGM GROUP INC COM 893641100   651,964,383 510,300 SH   SOLE   510,300 0 0