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
CHARTER COMMUNICATIONS COMM 16119P108 445,730 1,081,554 SH   SOLE   1,081,554 0 0
MASTERCARD INC CL A COMM 57636Q104 107,797 396,940 SH   SOLE   396,940 0 0
MOODYS CORP COMM 615369105 215,125 1,050,261 SH   SOLE   1,050,261 0 0
O'REILLY AUTO PARTS COMM 67103H107 37,427 93,918 SH   SOLE   93,918 0 0
TRANSDIGM GROUP INC COMM 893641100 304,552 584,924 SH   SOLE   584,924 0 0
VISA INC CL A COMM 92826C839 43,263 251,516 SH   SOLE   251,516 0 0