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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 9,526,440 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| CABLE ONE INC | COM | 12685J105 | 9,099,270 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
| CAPITAL ONE FINANCIAL CORP | COM | 14040H105 | 22,339,800 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC | CLASS A | 16119P108 | 23,302,170 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 24,297,840 | 504,000 | SH | SOLE | 504,000 | 0 | 0 | ||
| GRUPO CIBEST SA | SPONSORED ADS | 40090E106 | 17,459,820 | 378,000 | SH | SOLE | 378,000 | 0 | 0 | ||
| MASTERCARD INC | CLASS A | 57636Q104 | 29,782,820 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CLASS A | G68707101 | 12,628,400 | 1,310,000 | SH | SOLE | 1,310,000 | 0 | 0 | ||
| SHIFT4 PAYMENTS INC | CLASS A | 82452J109 | 49,257,670 | 497,000 | SH | SOLE | 497,000 | 0 | 0 | ||
| STONECO LTD | COM CLASS A | G85158106 | 19,039,480 | 1,187,000 | SH | SOLE | 1,187,000 | 0 | 0 | ||
| VISA INC | COM CLASS A | 92826C839 | 26,628,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||