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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 84,825,000 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 248,192,000 | 8,960,000 | SH | SOLE | 8,960,000 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 259,370,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 470,900,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 383,100,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 133,170,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 261,250,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S A | 531229771 | 59,350,000 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 349,875,000 | 6,250,000 | SH | SOLE | 6,250,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 205,290,000 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | 340,250,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| SOTERA HEALTH CO | COM | 83601L102 | 222,511,200 | 20,010,000 | SH | SOLE | 20,010,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 266,112,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 217,920,000 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||