Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting TRANSDIGM GROUP,TDG,,Buy,893641100,782829000.0,1458679.0,24.158 ALPHABET INC - CL A,GOOGL,,Buy,02079K305,736873000.0,338130.0,22.739 MICROSOFT CORP,MSFT,,Buy,594918104,701662000.0,2732009.0,21.653 AMAZON,AMZN,,Buy,023135106,325472000.0,3064420.0,10.044 VISA INC CL A,V,,Buy,92826C839,308803000.0,1568402.0,9.529 CHARTER COMMUNICATIONS,CHTR,,Sell,16119P108,272943000.0,582551.0,8.423 MASTERCARD INC CL A,MA,,Sell,57636Q104,78381000.0,248449.0,2.419 MOODYS CORP,MCO,, ,615369105,33537000.0,123310.0,1.035 META,FB,,Exit,30303M102,0.0,-108039.0,-0.613