Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting CHARTER COMMUNICATIONS INC N,CHTR,cl a, ,16119P108,129451.0,381748.0,21.406 VISA INC,V,, ,92826C839,96977.0,466776.0,16.036 TRANSDIGM GROUP INC,TDG,, ,893641100,92112.0,146291.0,15.231 ALPHABET INC,GOOG,cap stk cl c, ,02079K107,73016.0,822900.0,12.074 MICROSOFT CORP,MSFT,,Buy,594918104,60747.0,253304.0,10.045 AMAZON.COM INC,AMZN,,Buy,023135106,48648.0,579136.0,8.044 MOODYS CORP,MCO,, ,615369105,44021.0,157998.0,7.279 VERISIGN INC,VRSN,, ,92343E102,33693.0,164004.0,5.571 LAM RESEARCH CORP,LRCX,, ,512807108,26084.0,62060.0,4.313 GUIDEWIRE SOFTWARE INC,GWRE,,Exit,40171V100,0.0,-277612.0,-3.011