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 CAP STK CL C 02079K107   66,869,400 642,975 SH   SOLE   642,975 0 0
AMAZON COM INC COM 023135106   44,923,713 434,928 SH   SOLE   434,928 0 0
APPLIED MATLS INC COM 038222105   70,617,301 574,919 SH   SOLE   574,919 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   4,953,629 101,488 SH   SOLE   101,488 0 0
COMCAST CORP NEW CL A 20030N101   68,715,022 1,812,583 SH   SOLE   1,812,583 0 0
ELASTIC N V ORD SHS N14506104   15,680,883 270,827 SH   SOLE   270,827 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   58,805,558 2,457,399 SH   SOLE   2,457,399 0 0
GENERAL ELECTRIC CO COM NEW 369604301   50,193,250 525,034 SH   SOLE   525,034 0 0
MICROSOFT CORP COM 594918104   2,151,006 7,461 SH   SOLE   7,461 0 0
NETFLIX INC COM 64110L106   11,307,560 32,730 SH   SOLE   32,730 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   43,609,206 696,299 SH   SOLE   696,299 0 0
SALESFORCE INC COM 79466L302   81,937,969 410,141 SH   SOLE   410,141 0 0
TRANSDIGM GROUP INC COM 893641100   86,786,163 117,748 SH   SOLE   117,748 0 0
UBER TECHNOLOGIES INC COM 90353T100   21,283,222 671,395 SH   SOLE   671,395 0 0
VISA INC COM CL A 92826C839   28,400,294 125,966 SH   SOLE   125,966 0 0
VULCAN MATLS CO COM 929160109   55,237,859 321,974 SH   SOLE   321,974 0 0
WABTEC COM 929740108   126,866,378 1,255,357 SH   SOLE   1,255,357 0 0