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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
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 350,695 8,401,900 SH   SOLE   8,401,900 0 0
ALPHABET INC CAP STK CL A 02079K305 675,155 276,500 SH   SOLE   276,500 0 0
AMAZON COM INC COM 023135106 778,852 226,400 SH   SOLE   226,400 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 203,541 17,823,200 SH   SOLE   17,823,200 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 470,237 10,820,000 SH   SOLE   10,820,000 0 0
MOODYS CORP COM 615369105 384,764 1,061,800 SH   SOLE   1,061,800 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 868,515 35,205,300 SH   SOLE   35,205,300 0 0
SAP SE SPON ADR 803054204 280,063 1,993,900 SH   SOLE   1,993,900 0 0
TRANSDIGM GROUP INC COM 893641100 513,467 793,256 SH   SOLE   793,256 0 0