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
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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
BROWN FORMAN CORP CL A 115637100 198,414 2,926,896 SH   SOLE 0 2,721,457 0 205,439
BROWN FORMAN CORP CL B 115637209 21,152 290,307 SH   SOLE 0 290,307 0 0
CAZOO GROUP LTD COM G2007L105 99,982 16,580,689 SH   SOLE 0 15,331,145 0 1,249,544
DISNEY WALT CO COM DISNEY 254687106 858,980 5,545,740 SH   SOLE 0 5,147,028 0 398,712
EBAY INC COM 278642103 575,782 8,658,371 SH   SOLE 0 8,185,620 0 472,751
INTUIT INC COM 461202103 1,000,790 1,555,906 SH   SOLE 0 1,439,391 0 116,515
MANCHESTER UNITED PLC CL A G5784H106 154,466 10,847,340 SH   SOLE 0 10,097,676 0 749,664
MONDELEZ INTERNATIONAL INC COM 609207105 1,749,812 26,388,363 SH   SOLE 0 25,200,306 0 1,188,057
PAYPAL INC COM 70450Y103 790,803 4,193,462 SH   SOLE 0 3,840,304 0 353,158
PEPSICO INC COM 713448108 859,102 4,945,610 SH   SOLE 0 4,653,896 0 291,714
WORLD WRESTLING ENTMT INC CL A 98156Q108 562,526 11,401,014 SH   SOLE 0 10,836,993 0 564,021
ADOBE INC COM 00724F101 1,418 2,500 SH   SOLE 0 2,500 0 0
ALPHABET INC-CL A CL A 02079K305 2,318 800 SH   SOLE 0 800 0 0
AMERICAN EXPRESS CO COM 025816109 1,898 11,600 SH   SOLE 0 11,600 0 0
CME GROUP INC COM 12572Q105 1,279 5,600 SH   SOLE 0 5,600 0 0
COCA-COLA CO/THE COM 191216100 1,249 21,100 SH   SOLE 0 21,100 0 0
COLGATE-PALMOLIVE CO COM 194162103 1,442 16,900 SH   SOLE 0 16,900 0 0
EQUIFAX INC COM 294429105 2,752 9,400 SH   SOLE 0 9,400 0 0
ESTEE LAUDER COMPANIES-CL A CL A 518439104 3,258 8,800 SH   SOLE 0 8,800 0 0
HERSHEY CO/THE COM 427866108 987 5,100 SH   SOLE 0 5,100 0 0
JOHNSON & JOHNSON COM 478160104 1,351 7,900 SH   SOLE 0 7,900 0 0
MADISON SQUARE GARDEN SPORTS A CLASS CL A 55825T103 573 3,300 SH   SOLE 0 3,300 0 0
NIKE INC -CL B CL B 654106103 2,317 13,900 SH   SOLE 0 13,900 0 0
ORACLE CORP COM 68389X105 1,622 18,600 SH   SOLE 0 18,600 0 0
S&P GLOBAL INC COM 78409V104 2,076 4,400 SH   SOLE 0 4,400 0 0
T ROWE PRICE GROUP INC COM 74144T108 1,888 9,600 SH   SOLE 0 9,600 0 0
VERISK ANALYTICS INC COM 92345Y106 1,487 6,500 SH   SOLE 0 6,500 0 0
VISA INC-CLASS A SHARES CL A 92826C839 1,279 5,900 SH   SOLE 0 5,900 0 0