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 | 1,764,122,750 | 9,685,000 | SH | SOLE | 9,685,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,388,520,575 | 7,185,100 | SH | SOLE | 7,185,100 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 653,013,105 | 638,500 | SH | SOLE | 638,500 | 0 | 0 | ||
| E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 129,392,784 | 28,817,992 | SH | SOLE | 28,817,992 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 364,388,278 | 2,892,200 | SH | SOLE | 2,892,200 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 811,936,006 | 16,429,300 | SH | SOLE | 16,429,300 | 0 | 0 | ||
| HERBALIFE LTD | COM SHS | G4412G101 | 90,429,365 | 8,703,500 | SH | SOLE | 8,703,500 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 688,641,480 | 1,636,000 | SH | SOLE | 1,636,000 | 0 | 0 | ||
| PERIMETER SOLUTIONS SA | COMMON STOCK | L7579L106 | 169,128,000 | 21,600,000 | SH | SOLE | 21,600,000 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 346,376,412 | 1,717,200 | SH | SOLE | 1,717,200 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 544,720,540 | 3,134,000 | SH | SOLE | 3,134,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 651,964,383 | 510,300 | SH | SOLE | 510,300 | 0 | 0 | ||