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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 90,196 15,007,700 SH   SOLE   15,007,700 0 0
MOODYS CORP COM 615369105 90,567 531,000 SH   SOLE   531,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 115,739 1,576,819 SH   SOLE   1,576,819 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 202,162 6,536,100 SH   SOLE   6,536,100 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 93,822 4,914,700 SH   SOLE   4,914,700 0 0
TRANSDIGM GROUP INC COM 893641100 303,792 880,200 SH   SOLE   880,200 0 0
VISA INC COM CL A 92826C839 100,265 757,000 SH   SOLE   757,000 0 0