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 | 806,191,470 | 6,735,100 | SH | SOLE | 6,735,100 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 619,366,432 | 4,751,200 | SH | SOLE | 4,751,200 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 503,411,350 | 694,600 | SH | SOLE | 694,600 | 0 | 0 | ||
| E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 161,380,755 | 28,817,992 | SH | SOLE | 28,817,992 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 529,304,400 | 14,702,900 | SH | SOLE | 14,702,900 | 0 | 0 | ||
| HERBALIFE LTD | COM SHS | G4412G101 | 122,516,340 | 9,253,500 | SH | SOLE | 9,253,500 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 506,662,812 | 1,457,100 | SH | SOLE | 1,457,100 | 0 | 0 | ||
| PERIMETER SOLUTIONS SA | COMMON STOCK | L7579L106 | 132,840,000 | 21,600,000 | SH | SOLE | 21,600,000 | 0 | 0 | ||
| PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 337,218,570 | 27,261,000 | SH | SOLE | 27,261,000 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 254,835,987 | 1,862,700 | SH | SOLE | 1,862,700 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 616,520,280 | 6,109,000 | SH | SOLE | 6,109,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 478,649,201 | 535,300 | SH | SOLE | 535,300 | 0 | 0 | ||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 118,347,957 | 6,789,900 | SH | SOLE | 6,789,900 | 0 | 0 | ||