The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
MELLANOX TECHNOLOGIES LTD SHS M51363113 66,883 724,000 SH   SOLE   724,000 0 0
MOODYS CORP COM 615369105 226,487 1,617,300 SH   SOLE   1,617,300 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 198,558 2,524,900 SH   SOLE   2,524,900 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 351,499 15,066,400 SH   SOLE   15,066,400 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 179,666 10,214,100 SH   SOLE   10,214,100 0 0
TRANSDIGM GROUP INC COM 893641100 554,706 1,631,200 SH   SOLE   1,631,200 0 0
VISA INC COM CL A 92826C839 156,679 1,187,500 SH   SOLE   1,187,500 0 0