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 | 145,798 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 103,264 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 58,144 | 6,599,800 | SH | SOLE | 6,599,800 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 143,350 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| MOMENTIVE GLOBAL INC | COM | 60878Y108 | 13,949 | 857,848 | SH | SOLE | 857,848 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 173,766 | 515,000 | SH | SOLE | 515,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 65,374 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 30,075 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 180,528 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 19,138 | 2,392,243 | SH | SOLE | 2,392,243 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | *W EXP 03/17/202 | 74623V111 | 2,050 | 714,285 | SH | SOLE | 714,285 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 184,386 | 283,000 | SH | SOLE | 283,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 126,802 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 108,667 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||