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 |
| IQVIA HLDGS INC | COM | 46266C105 | 134,949 | 745,000 | SH | SOLE | 745,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 53,329 | 219,362 | SH | SOLE | 219,362 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 99,093 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 19,305 | 2,392,243 | SH | SOLE | 2,392,243 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | *W EXP 03/17/202 | 74623V111 | 2,307 | 714,285 | SH | SOLE | 714,285 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 83,971 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 2,414 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 158,977 | 302,917 | SH | SOLE | 302,917 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 95,184 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 107,694 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 151,891 | 855,000 | SH | SOLE | 855,000 | 0 | 0 | ||