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 | 1,679,580 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 387,449,564 | 1,126,045 | SH | SOLE | 1,126,045 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 2,189,520 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
| BROWN FORMAN CORP | CL A | 115637100 | 52,098,950 | 1,941,817 | SH | SOLE | 1,941,817 | 0 | 0 | ||
| BROWN FORMAN CORP | CL B | 115637209 | 34,783,749 | 1,327,624 | SH | SOLE | 1,327,624 | 0 | 0 | ||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 2,553,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CME GROUP INC | COM | 12572Q105 | 1,807,662 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 989,920 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 241,200,871 | 2,299,341 | SH | SOLE | 2,299,341 | 0 | 0 | ||
| EBAY INC. | COM | 278642103 | 111,607,126 | 1,052,401 | SH | SOLE | 1,052,401 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 1,619,432 | 11,800 | SH | SOLE | 11,800 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 126,068,729 | 212,785 | SH | SOLE | 212,785 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 173,030,909 | 627,583 | SH | SOLE | 627,583 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 90,407,999 | 990,230 | SH | SOLE | 990,230 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 1,159,625 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 1,094,067 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
| MANCHESTER UTD PLC NEW | ORD CL A | G5784H106 | 52,532,125 | 2,507,500 | SH | SOLE | 2,404,000 | 0 | 103,500 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 145,890,904 | 2,281,067 | SH | SOLE | 2,281,067 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 743,400 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 1,235,700 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 154,420,970 | 2,939,672 | SH | SOLE | 2,939,672 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 120,509,199 | 950,988 | SH | SOLE | 950,988 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 2,919,078 | 7,400 | SH | SOLE | 7,400 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 293,070,932 | 391,841 | SH | SOLE | 391,841 | 0 | 0 | ||
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | 348,506,195 | 1,939,162 | SH | SOLE | 1,939,162 | 0 | 0 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 1,594,575 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 3,772,965 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 1,518,550 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||