The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 SYSTEMS INCORPORATED | COM | 00724F101 | 120,800 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 146,468 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
MOMENTIVE GLOBAL INC | COM | 60878Y108 | 12,147 | 1,380,357 | SH | SOLE | 1,380,357 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 94,129 | 346,100 | SH | SOLE | 346,100 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 91,379 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 17,750 | 2,392,243 | SH | SOLE | 2,392,243 | 0 | 0 | ||
PURECYCLE TECHNOLOGIES INC | *W EXP 03/17/202 | 74623V111 | 1,798 | 714,285 | SH | SOLE | 714,285 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 76,850 | 228,000 | SH | SOLE | 228,000 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 36,707 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 163,684 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
VERISIGN INC | COM | 92343E102 | 103,745 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 161,450 | 820,000 | SH | SOLE | 820,000 | 0 | 0 |