Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MONDELEZ INTERNATIONAL INC,MDLZ,,Sell,609207105,1376303000.0,22164468.0,26.987 PEPSICO INC,PEP,,Sell,713448108,640919000.0,3844860.0,12.567 INTUIT INC,INTU,,Buy,461202103,601796000.0,1560756.0,11.8 WORLD WRESTLING ENTMT INC,WWE,cl a,Sell,98156Q108,561859000.0,8984710.0,11.017 DISNEY WALT CO,DIS,,Buy,254687106,518448000.0,5487090.0,10.166 PAYPAL INC,PYPL,,Buy,70450Y103,368500000.0,5274462.0,7.226 FAIR ISAAC CORP,FICO,,Buy,303250104,337498000.0,841430.0,6.618 EBAY INC,EBAY,,Sell,278642103,318329000.0,7638371.0,6.242 BROWN FORMAN CORP,BFA,cl a,Buy,115637100,201066000.0,2966672.0,3.943 MANCHESTER UNITED PLC,MANU,cl a,Buy,G5784H106,120122000.0,10792676.0,2.355 BROWN FORMAN CORP,BFB,cl b, ,115637209,20372000.0,290307.0,0.399 CAZOO GROUP LTD,,, ,G2007L105,11976000.0,16580689.0,0.235 ESTEE LAUDER COMPANIES-CL A,EL,cl a, ,518439104,2243000.0,8800.0,0.044 ALPHABET INC-CL A,GOOGL,cl a, ,02079K305,1744000.0,800.0,0.034 EQUIFAX INC,EFX,, ,294429105,1718000.0,9400.0,0.034 AMERICAN EXPRESS CO,AXP,, ,025816109,1609000.0,11600.0,0.032 S&P GLOBAL INC,SPGI,, ,78409V104,1485000.0,4400.0,0.029 JOHNSON & JOHNSON,JNJ,, ,478160104,1405000.0,7900.0,0.028 NIKE INC -CL B,NKE,cl b, ,654106103,1421000.0,13900.0,0.028 COLGATE-PALMOLIVE CO,CL,, ,194162103,1355000.0,16900.0,0.027 COCA-COLA CO/THE,KO,, ,191216100,1328000.0,21100.0,0.026 ORACLE CORP,ORCL,, ,68389X105,1300000.0,18600.0,0.025 VISA INC-CLASS A SHARES,V,cl a, ,92826C839,1162000.0,5900.0,0.023 CME GROUP INC,CME,, ,12572Q105,1147000.0,5600.0,0.022 HERSHEY CO/THE,HSY,, ,427866108,1097000.0,5100.0,0.022 VERISK ANALYTICS INC,VRSK,, ,92345Y106,1125000.0,6500.0,0.022 T ROWE PRICE GROUP INC,TROW,, ,74144T108,1091000.0,9600.0,0.021 ADOBE INC,ADBE,, ,00724F101,915000.0,2500.0,0.018 MADISON SQUARE GARDEN SPORTS A CLASS,MSGS,cl a, ,55825T103,499000.0,3300.0,0.01