The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| TRANSDIGM GROUP INC | COM | 893641100 | 250,831 | 817,200 | SH | SOLE | 817,200 | 0 | 0 | ||
| SANTANDER CONSUMER USA HDG I | COM | 80283M101 | 124,227 | 7,621,300 | SH | SOLE | 7,621,300 | 0 | 0 | ||
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 20441A102 | 77,213 | 7,291,100 | SH | SOLE | 7,291,100 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 85,650 | 531,000 | SH | SOLE | 531,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 91,629 | 766,000 | SH | SOLE | 766,000 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 139,847 | 4,399,100 | SH | SOLE | 4,399,100 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 100,748 | 1,515,000 | SH | SOLE | 1,515,000 | 0 | 0 | ||