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 | 24,308,000 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| BLOCK H & R INC | COM | 093671105 | 44,436,000 | 1,400,000 | SH | SOLE | 0 | 1,400,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 51,209,137 | 1,783,669 | SH | SOLE | 0 | 1,783,669 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 7,684,500 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | 39,989,650 | 136,600 | SH | SOLE | 0 | 136,600 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 30,015,700 | 130,000 | SH | SOLE | 0 | 130,000 | 0 | 0 | |
| FACTSET RESH SYS INC | COM | 303075105 | 40,358,187 | 185,991 | SH | SOLE | 0 | 185,991 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 35,548,100 | 430,000 | SH | SOLE | 0 | 430,000 | 0 | 0 | |
| GRAVITY CO LTD | SPONSORED ADS NE | 38911N206 | 8,658,538 | 139,744 | SH | SOLE | 0 | 139,744 | 0 | 0 | |
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | 45,923,400 | 620,000 | SH | SOLE | 0 | 620,000 | 0 | 0 | |
| LKQ CORP | COM | 501889208 | 44,546,184 | 1,516,724 | SH | SOLE | 0 | 1,516,724 | 0 | 0 | |
| MATCH GROUP INC NEW | COM | 57667L107 | 30,710,215 | 1,000,007 | SH | SOLE | 0 | 1,000,007 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 40,718,700 | 110,000 | SH | SOLE | 0 | 110,000 | 0 | 0 | |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 38,754,000 | 900,000 | SH | SOLE | 0 | 900,000 | 0 | 0 | |
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 33,622,080 | 2,427,587 | SH | SOLE | 0 | 2,427,587 | 0 | 0 | |
| THE CIGNA GROUP | COM | 125523100 | 46,681,250 | 175,000 | SH | SOLE | 0 | 175,000 | 0 | 0 | |
| TRAVEL PLUS LEISURE CO | COM | 894164102 | 40,880,842 | 590,849 | SH | SOLE | 0 | 590,849 | 0 | 0 | |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 46,532,200 | 260,000 | SH | SOLE | 0 | 260,000 | 0 | 0 | |
| VERSANT MEDIA GROUP INC | COM CL A | 925283103 | 62,746,901 | 1,694,946 | SH | SOLE | 0 | 1,694,946 | 0 | 0 | |
| WESTERN UN CO | COM | 959802109 | 43,650,000 | 5,000,000 | SH | SOLE | 0 | 5,000,000 | 0 | 0 | |