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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 169,837 295,000 SH   SOLE   295,000 0 0
BOOKING HOLDINGS INC COM 09857L108 109,198 46,000 SH   SOLE   46,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 99,858 1,930,000 SH   SOLE   1,930,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 91,530 8,100,000 SH   SOLE   8,100,000 0 0
IQVIA HLDGS INC COM 46266C105 93,421 390,000 SH   SOLE   390,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 56,128 325,000 SH   SOLE   325,000 0 0
MOODYS CORP COM 615369105 179,331 505,000 SH   SOLE   505,000 0 0
MSCI INC COM 55354G100 112,543 185,000 SH   SOLE   185,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 99,302 1,920,000 SH   SOLE   1,920,000 0 0
PALO ALTO NETWORKS INC COM 697435105 166,453 347,500 SH   SOLE   347,500 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 12,798 963,673 SH   SOLE   963,673 0 0
SMARTSHEET INC COM CL A 83200N103 20,646 300,000 SH   SOLE   300,000 0 0
TRANSDIGM GROUP INC COM 893641100 164,262 263,000 SH   SOLE   263,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 120,064 2,680,000 SH   SOLE   2,680,000 0 0
VERISIGN INC COM 92343E102 108,655 530,000 SH   SOLE   530,000 0 0