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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
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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   806,191,470 6,735,100 SH   SOLE   6,735,100 0 0
AMAZON COM INC COM 023135106   619,366,432 4,751,200 SH   SOLE   4,751,200 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   503,411,350 694,600 SH   SOLE   694,600 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   161,380,755 28,817,992 SH   SOLE   28,817,992 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   529,304,400 14,702,900 SH   SOLE   14,702,900 0 0
HERBALIFE LTD COM SHS G4412G101   122,516,340 9,253,500 SH   SOLE   9,253,500 0 0
MOODYS CORP COM 615369105   506,662,812 1,457,100 SH   SOLE   1,457,100 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   132,840,000 21,600,000 SH   SOLE   21,600,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   337,218,570 27,261,000 SH   SOLE   27,261,000 0 0
SAP SE SPON ADR 803054204   254,835,987 1,862,700 SH   SOLE   1,862,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   616,520,280 6,109,000 SH   SOLE   6,109,000 0 0
TRANSDIGM GROUP INC COM 893641100   478,649,201 535,300 SH   SOLE   535,300 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   118,347,957 6,789,900 SH   SOLE   6,789,900 0 0