The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   2,070,762 19,963 SH   SOLE   19,963 0 0
AMAZON COM INC COM 023135106   20,415,165 197,649 SH   SOLE   197,649 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   16,733,168 264,933 SH   SOLE   264,933 0 0
APPLOVIN CORP COM CL A 03831W108   21,195,074 1,345,719 SH   SOLE   1,345,719 0 0
EXPEDIA GROUP INC COM NEW 30212P303   20,183,987 208,018 SH   SOLE   208,018 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   16,756,241 308,416 SH   SOLE   308,416 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   20,017,888 94,939 SH   SOLE   94,939 0 0
GLOBAL PMTS INC COM 37940X102   16,404,811 155,880 SH   SOLE   155,880 0 0
IAC INC COM NEW 44891N208   3,418,552 66,251 SH   SOLE   66,251 0 0
MASTERCARD INCORPORATED CL A 57636Q104   8,342,803 22,957 SH   SOLE   22,957 0 0
MATCH GROUP INC NEW COM 57667L107   20,810,758 542,088 SH   SOLE   542,088 0 0
META PLATFORMS INC CL A 30303M102   2,151,403 10,151 SH   SOLE   10,151 0 0
NEWS CORP NEW CL A 65249B109   19,844,819 1,149,092 SH   SOLE   1,149,092 0 0
NIKE INC CL B 654106103   19,929,981 162,508 SH   SOLE   162,508 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   20,154,412 2,351,740 SH   SOLE   2,351,740 0 0
PAYPAL HLDGS INC COM 70450Y103   7,285,835 95,942 SH   SOLE   95,942 0 0
S&P GLOBAL INC COM 78409V104   18,224,542 52,860 SH   SOLE   52,860 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   12,914,915 228,704 SH   SOLE   228,704 0 0
STONECO LTD COM CL A G85158106   19,836,665 2,079,315 SH   SOLE   2,079,315 0 0
TRANSUNION COM 89400J107   5,023,273 80,838 SH   SOLE   80,838 0 0
UBER TECHNOLOGIES INC COM 90353T100   20,835,966 657,286 SH   SOLE   657,286 0 0
VISA INC COM CL A 92826C839   20,007,320 88,740 SH   SOLE   88,740 0 0
WEX INC COM 96208T104   15,296,890 83,185 SH   SOLE   83,185 0 0