The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

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
ASML HOLDING N V NY REG SHS N07059210 236,578 118,917 SH SOLE 1 118,917 0 0
ALPHABET INC CAP STK CL C 02079K107 103,011 291,544 SH SOLE 1 291,544 0 0
AMAZON.COM INC COM 023135106 103,063 432,420 SH SOLE 1 432,420 0 0
CCC INTELLIGENT SOLUTION HOLDINGS INC COM 12510Q100 27,931 5,413,036 SH SOLE 1 5,413,036 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 21,861 153,725 SH SOLE 1 153,725 0 0
DOORDASH INC CL A 25809K105 55,404 300,246 SH SOLE 1 300,246 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 36,304 198,262 SH SOLE 1 198,262 0 0
MASTERCARD INC CL A 57636Q104 90,122 175,472 SH SOLE 1 175,472 0 0
META PLATFORMS INC CL A 30303M102 66,259 117,628 SH SOLE 1 117,628 0 0
MICROSOFT CORP COM 594918104 131,491 352,504 SH SOLE 1 352,504 0 0
S&P GLOBAL INC COM 78409V104 47,527 116,700 SH SOLE 1 116,700 0 0
TRANSDIGM GROUP INC COM 893641100 141,921 106,544 SH SOLE 1 106,544 0 0
TRANSUNION COM COM 89400J107 58,998 817,828 SH SOLE 1 817,828 0 0