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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| DISNEY WALT CO | COM | 254687106 | 718,042,094 | 7,464,831 | SH | SOLE | 1 | 7,464,831 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 385,977,840 | 2,607,606 | SH | SOLE | 1 | 2,607,606 | 0 | 0 | ||
| INSIGHT ENTERPRISES INC | COM | 45765U103 | 874,857,963 | 4,061,739 | SH | SOLE | 1 | 4,061,739 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM LBTY LIV S A | 531229748 | 33,260,818 | 671,800 | SH | SOLE | 1 | 671,800 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM LBTY LIV S C | 531229722 | 68,653,875 | 1,337,500 | SH | SOLE | 1 | 1,337,500 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 111,094,029 | 1,014,650 | SH | SOLE | 1 | 1,014,650 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 121,071,060 | 211,500 | SH | SOLE | 1 | 211,500 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 448,615,863 | 10,135,921 | SH | SOLE | 1 | 10,135,921 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 1,071,385,516 | 3,914,309 | SH | SOLE | 1 | 3,914,309 | 0 | 0 | ||
| TOAST INC | CL A | 888787108 | 438,301,082 | 15,482,200 | SH | SOLE | 1 | 15,482,200 | 0 | 0 | ||
| VISA | COM CL A | 92826C839 | 102,721,320 | 373,600 | SH | SOLE | 1 | 373,600 | 0 | 0 | ||