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
AMAZON.COM INC COM 023135106 11,758,385 47,194 SH SOLE 47,194 0 0
APOLLO GLOBAL MANAGEMENT INC COM 03769M106 38,766,477 334,021 SH SOLE 334,021 0 0
BROADCOM INC COM 11135F101 12,198,936 34,736 SH SOLE 34,736 0 0
BLACKROCK INC COM 09290D101 12,078,264 11,413 SH SOLE 11,413 0 0
BLACKSTONE INC COM 09260D107 10,864,547 96,927 SH SOLE 96,927 0 0
DANAHER CORP COM 235851102 13,039,325 58,855 SH SOLE 58,855 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 36,403,320 105,799 SH SOLE 105,799 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 13,552,258 89,142 SH SOLE 89,142 0 0
KKR & CO INC COM 48251W104 20,585,411 225,470 SH SOLE 225,470 0 0
MASTERCARD INC - A CL A 57636Q104 44,093,887 79,957 SH SOLE 79,957 0 0
MICROSOFT CORP COM 594918104 47,020,107 91,675 SH SOLE 91,675 0 0
SYNOPSYS INC COM 871607107 13,978,102 32,138 SH SOLE 32,138 0 0
SUNBELT SHS 866966104 38,122,092 521,003 SH SOLE 521,003 0 0
TRANSDIGM GROUP INC COM 893641100 12,350,301 11,408 SH SOLE 11,408 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 48,355,857 71,633 SH SOLE 71,633 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 11,493,889 31,987 SH SOLE 31,987 0 0