The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 565,387 | 5,911,000 | SH | SOLE | 5,911,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 735,856 | 6,512,000 | SH | SOLE | 6,512,000 | 0 | 0 | ||
| E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 167,767 | 27,638,792 | SH | SOLE | 27,638,792 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 285,799 | 7,895,000 | SH | SOLE | 7,895,000 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 198,572 | 9,983,500 | SH | SOLE | 9,983,500 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 301,432 | 1,239,900 | SH | SOLE | 1,239,900 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 2,721,740 | 98,186,880 | SH | SOLE | 98,186,880 | 0 | 0 | ||
| PERIMETER SOLUTIONS SA | COMMON STOCK | L7579L106 | 173,016 | 21,600,000 | SH | SOLE | 21,600,000 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 182,301 | 2,243,700 | SH | SOLE | 2,243,700 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 287,811 | 548,400 | SH | SOLE | 548,400 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 132,012 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 219,836 | 7,549,300 | SH | SOLE | 7,549,300 | 0 | 0 | ||