The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
CBRE GROUP INC | CL A | 12504L109 | 431,727,961 | 4,637,748 | SH | SOLE | 1 | 4,637,748 | 0 | 0 | |
DANAHER CORPORATION | COM | 235851102 | 46,268,000 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | |
DISNEY WALT CO | COM | 254687106 | 459,244,826 | 5,086,331 | SH | SOLE | 1 | 5,086,331 | 0 | 0 | |
EXPEDIA GROUP INC | COM | 30212P303 | 645,345,507 | 4,251,568 | SH | SOLE | 1 | 4,251,568 | 0 | 0 | |
FISERV INC | COM | 337738108 | 556,445,638 | 4,188,841 | SH | SOLE | 1 | 4,188,841 | 0 | 0 | |
ILLUMINA INC | COM | 452327109 | 45,676,986 | 328,045 | SH | SOLE | 1 | 328,045 | 0 | 0 | |
INSIGHT ENTERPRISES INC | COM | 45765U103 | 799,415,720 | 4,511,630 | SH | SOLE | 1 | 4,511,630 | 0 | 0 | |
KKR & CO INC | COM | 48251W104 | 493,297,848 | 5,954,108 | SH | SOLE | 1 | 5,954,108 | 0 | 0 | |
NEW YORK TIMES CO | CL A | 650111107 | 177,673,601 | 3,626,732 | SH | SOLE | 1 | 3,626,732 | 0 | 0 | |
PAYCOM SOFTWARE INC | COM | 70432V102 | 125,685,760 | 608,000 | SH | SOLE | 1 | 608,000 | 0 | 0 | |
ROBLOX CORP | CL A | 771049103 | 82,296,000 | 1,800,000 | SH | SOLE | 1 | 1,800,000 | 0 | 0 | |
SALESFORCE INC | COM | 79466L302 | 917,387,350 | 3,486,309 | SH | SOLE | 1 | 3,486,309 | 0 | 0 | |
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 22,396,649 | 262,348 | SH | SOLE | 1 | 262,348 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 193,087,484 | 1,027,553 | SH | SOLE | 1 | 1,027,553 | 0 | 0 |