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-CL A CAP STK CL A 02079K305   1,444,590 16,373 SH   SOLE   16,373 0 0
AMAZON.COM INC COM 023135106   4,846,212 57,693 SH   SOLE   57,693 0 0
APOLLO GLOBAL MANAGEMENT INC COM 03769M106   14,185,556 222,379 SH   SOLE   222,379 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106   14,270,008 210,317 SH   SOLE   210,317 0 0
FISERV INC COM 337738108   17,212,445 170,302 SH   SOLE   170,302 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   19,759,743 107,577 SH   SOLE   107,577 0 0
GLOBAL PAYMENTS INC COM 37940X102   14,293,836 143,917 SH   SOLE   143,917 0 0
IAC INC COM NEW 44891N208   1,769,384 39,851 SH   SOLE   39,851 0 0
MASTERCARD INC - A CL A 57636Q104   18,093,783 52,034 SH   SOLE   52,034 0 0
MATCH GROUP INC COM 57667L107   17,970,398 433,126 SH   SOLE   433,126 0 0
META PLATFORMS INC-CLASS A CL A 30303M102   1,621,822 13,477 SH   SOLE   13,477 0 0
MICROSOFT CORP COM 594918104   4,387,987 18,297 SH   SOLE   18,297 0 0
NEWS CORP - CLASS A CL A 65249B109   15,776,961 866,866 SH   SOLE   866,866 0 0
NIKE INC -CL B CL B 654106103   8,255,173 70,551 SH   SOLE   70,551 0 0
PAGSEGURO DIGITAL LTD-CL A COM CL A G68707101   18,843,204 2,155,973 SH   SOLE   2,155,973 0 0
PAYPAL HOLDINGS INC COM 70450Y103   1,079,197 15,153 SH   SOLE   15,153 0 0
S&P GLOBAL INC COM 78409V104   5,019,076 14,985 SH   SOLE   14,985 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100   18,876,904 362,599 SH   SOLE   362,599 0 0
STONECO LTD-A COM CL A G85158106   14,272,704 1,511,939 SH   SOLE   1,511,939 0 0
TRANSUNION COM 89400J107   1,826,839 32,191 SH   SOLE   32,191 0 0
UBER TECHNOLOGIES INC COM 90353T100   19,289,227 779,993 SH   SOLE   779,993 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   18,755,742 90,276 SH   SOLE   90,276 0 0
WEX INC COM 96208T104   19,031,840 116,296 SH   SOLE   116,296 0 0