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 | 1,435,140 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 459,879,798 | 1,286,845 | SH | SOLE | 1,286,845 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 2,570,700 | 7,600 | SH | SOLE | 7,600 | 0 | 0 | ||
| BROWN FORMAN CORP | CL A | 115637100 | 58,407,827 | 2,134,789 | SH | SOLE | 2,134,789 | 0 | 0 | ||
| BROWN FORMAN CORP | CL B | 115637209 | 36,758,985 | 1,379,324 | SH | SOLE | 1,379,324 | 0 | 0 | ||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 2,599,500 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CME GROUP INC | COM | 12572Q105 | 1,523,727 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 975,240 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 251,005,178 | 2,607,846 | SH | SOLE | 2,607,846 | 0 | 0 | ||
| EBAY INC. | COM | 278642103 | 124,713,112 | 1,116,001 | SH | SOLE | 1,116,001 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 1,872,896 | 11,800 | SH | SOLE | 11,800 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 270,242,509 | 226,186 | SH | SOLE | 226,186 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 174,056,463 | 666,883 | SH | SOLE | 666,883 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 61,288,848 | 667,780 | SH | SOLE | 667,780 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 1,184,250 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 1,125,152 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | ||
| MANCHESTER UTD PLC NEW | ORD CL A | G5784H106 | 63,251,167 | 2,758,446 | SH | SOLE | 2,554,000 | 0 | 204,446 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 148,385,802 | 2,565,453 | SH | SOLE | 2,565,453 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 862,050 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 1,318,950 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 136,564,177 | 3,162,672 | SH | SOLE | 3,162,672 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 138,609,792 | 1,023,706 | SH | SOLE | 1,023,706 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 3,013,724 | 7,400 | SH | SOLE | 7,400 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 257,955,736 | 514,512 | SH | SOLE | 514,512 | 0 | 0 | ||
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | 422,521,909 | 2,098,862 | SH | SOLE | 2,098,862 | 0 | 0 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 1,705,535 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 3,602,445 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 1,353,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||