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
Estimated average burden
hours per response: 23.8
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 488,176 10,990,000 SH   SOLE   10,990,000 0 0
ALPHABET INC CAP STK CL A 02079K305 201,729 115,100 SH   SOLE   115,100 0 0
AMAZON COM INC COM 023135106 272,849 83,775 SH   SOLE   83,775 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 503,397 12,877,900 SH   SOLE   12,877,900 0 0
MOODYS CORP COM 615369105 237,765 819,200 SH   SOLE   819,200 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 734,735 35,205,300 SH   SOLE   35,205,300 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 239,774 10,888,900 SH   SOLE   10,888,900 0 0
SAP SE SPON ADR 803054204 236,997 1,817,600 SH   SOLE   1,817,600 0 0
TRANSDIGM GROUP INC COM 893641100 520,886 841,700 SH   SOLE   841,700 0 0
WELLS FARGO CO NEW COM 949746101 369,527 12,244,100 SH   SOLE   12,244,100 0 0