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
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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
BOOKING HLDGS INC COM 09857L108 370,427,527 2,273,817 SH SOLE 0 2,273,817 0 0
COMCAST CORP NEW CL A 20030N101 202,480,586 9,305,174 SH SOLE 0 9,305,174 0 0
CROWN HLDGS INC COM 228368106 118,728,554 1,126,350 SH SOLE 0 1,126,350 0 0
HCA HEALTHCARE INC COM 40412C101 376,787,523 882,944 SH SOLE 0 882,944 0 0
MASTERCARD INCORPORATED CL A 57636Q104 348,977,385 632,813 SH SOLE 0 632,813 0 0
MICROSOFT CORP COM 594918104 557,573,590 1,087,100 SH SOLE 0 1,087,100 0 0
NEWS CORP NEW CL A 65249B109 245,421,258 8,566,187 SH SOLE 0 8,566,187 0 0
NEWS CORP NEW CL B 65249B208 34,909,065 1,100,538 SH SOLE 0 1,100,538 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 238,892,477 4,342,710 SH SOLE 0 4,342,710 0 0
STATE STR CORP COM 857477103 136,937,921 784,340 SH SOLE 0 784,340 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 270,053,102 3,644,072 SH SOLE 0 3,644,072 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 36,591,912 80,212 SH SOLE 0 80,212 0 0
TD SYNNEX COM 87162W100 134,811,575 524,865 SH SOLE 0 524,865 0 0
TEXAS INSTRS INC COM 882508104 54,251,752 193,694 SH SOLE 0 193,694 0 0
VISA INC COM CL A 92826C839 136,348,128 379,451 SH SOLE 0 379,451 0 0
DISNEY WALT CO COM 254687106 366,329,787 3,492,181 SH SOLE 0 3,492,181 0 0