The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 172,764 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 100,713 | 2,950,000 | SH | SOLE | 2,950,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 76,575 | 1,795,000 | SH | SOLE | 1,795,000 | 0 | 0 | ||
| E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 81,082 | 7,100,000 | SH | SOLE | 7,100,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 75,743 | 965,000 | SH | SOLE | 965,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 60,580 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 96,414 | 555,186 | SH | SOLE | 555,186 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 182,997 | 505,000 | SH | SOLE | 505,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 98,620 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 95,064 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 126,157 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 22,468 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 153,408 | 237,000 | SH | SOLE | 237,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 105,252 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 107,685 | 472,945 | SH | SOLE | 472,945 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 91,190 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||