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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 946,340,262 | 7,231,700 | SH | SOLE | 7,231,700 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 824,970,664 | 6,489,700 | SH | SOLE | 6,489,700 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 476,284,806 | 809,100 | SH | SOLE | 809,100 | 0 | 0 | ||
E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 130,833,684 | 28,817,992 | SH | SOLE | 28,817,992 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 647,769,850 | 15,684,500 | SH | SOLE | 15,684,500 | 0 | 0 | ||
HERBALIFE LTD | COM SHS | G4412G101 | 129,456,465 | 9,253,500 | SH | SOLE | 9,253,500 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 489,905,415 | 1,549,500 | SH | SOLE | 1,549,500 | 0 | 0 | ||
PERIMETER SOLUTIONS SA | COMMON STOCK | L7579L106 | 98,064,000 | 21,600,000 | SH | SOLE | 21,600,000 | 0 | 0 | ||
PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 390,131,760 | 28,456,000 | SH | SOLE | 28,456,000 | 0 | 0 | ||
SAP SE | SPON ADR | 803054204 | 288,267,212 | 2,229,100 | SH | SOLE | 2,229,100 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 485,684,100 | 5,589,000 | SH | SOLE | 5,589,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 474,935,129 | 563,300 | SH | SOLE | 563,300 | 0 | 0 | ||
VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 113,255,532 | 6,789,900 | SH | SOLE | 6,789,900 | 0 | 0 |