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
OMB APPROVAL
OMB Number: 3235-0006
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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
AIR LEASE CORP CL A 00912X302 206,041 9,306,300 SH   SOLE   9,306,300 0 0
ALPHABET INC CAP STK CL A 02079K305 167,205 143,900 SH   SOLE   143,900 0 0
MOODYS CORP COM 615369105 454,662 2,149,700 SH   SOLE   2,149,700 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 355,091 28,316,700 SH   SOLE   28,316,700 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 156,210 11,230,076 SH   SOLE   11,230,076 0 0
TRANSDIGM GROUP INC COM 893641100 723,854 2,260,700 SH   SOLE   2,260,700 0 0
VISA INC COM CL A 92826C839 178,054 1,105,100 SH   SOLE   1,105,100 0 0