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 INC | COM | 00724F101 | 612,988 | 2,080,395 | SH | SOLE | 2,080,395 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 819,274 | 4,834,902 | SH | SOLE | 4,834,902 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 267,171 | 247,172 | SH | SOLE | 247,172 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 95,375 | 3,916,825 | SH | SOLE | 3,916,825 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 995,052 | 8,061,016 | SH | SOLE | 8,061,016 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 441,928 | 2,712,880 | SH | SOLE | 2,712,880 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 83,756 | 4,387,416 | SH | SOLE | 4,387,416 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 911,820 | 3,876,127 | SH | SOLE | 3,876,127 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,141,937 | 2,889,662 | SH | SOLE | 2,889,662 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 513,385 | 6,635,458 | SH | SOLE | 6,635,458 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 387,479 | 8,983,987 | SH | SOLE | 8,983,987 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 103,394 | 764,524 | SH | SOLE | 764,524 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 332,853 | 1,724,628 | SH | SOLE | 1,724,628 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 361,555 | 3,966,162 | SH | SOLE | 3,966,162 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 207,836 | 5,672,391 | SH | SOLE | 5,672,391 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 156,854 | 2,235,978 | SH | SOLE | 2,235,978 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 224,093 | 1,392,750 | SH | SOLE | 1,392,750 | 0 | 0 | ||
| KKR & CO INC | CL A | 48251W104 | 222,304 | 8,797,132 | SH | SOLE | 8,797,132 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 493,762 | 2,145,765 | SH | SOLE | 2,145,765 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 417,020 | 1,576,455 | SH | SOLE | 1,576,455 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 848,211 | 6,331,825 | SH | SOLE | 6,331,825 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 736,144 | 3,231,679 | SH | SOLE | 3,231,679 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 124,190 | 965,031 | SH | SOLE | 965,031 | 0 | 0 | ||
| TENARIS S A | SPONSORED ADS | 88031M109 | 373,929 | 14,212,420 | SH | SOLE | 14,212,420 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 99,849 | 339,993 | SH | SOLE | 339,993 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 445,031 | 4,752,571 | SH | SOLE | 4,752,571 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 192,825 | 398,563 | SH | SOLE | 398,563 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 1,015,931 | 6,007,518 | SH | SOLE | 6,007,518 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 47,339 | 194,003 | SH | SOLE | 194,003 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 555,882 | 4,048,369 | SH | SOLE | 4,048,369 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 432,432 | 3,487,638 | SH | SOLE | 3,487,638 | 0 | 0 | ||