BOOKING HLDGS INC COM 09857L108 370427527 2273817 SH SOLE 0 2273817 0 0 COMCAST CORP NEW CL A 20030N101 202480586 9305174 SH SOLE 0 9305174 0 0 CROWN HLDGS INC COM 228368106 118728554 1126350 SH SOLE 0 1126350 0 0 HCA HEALTHCARE INC COM 40412C101 376787523 882944 SH SOLE 0 882944 0 0 MASTERCARD INCORPORATED CL A 57636Q104 348977385 632813 SH SOLE 0 632813 0 0 MICROSOFT CORP COM 594918104 557573590 1087100 SH SOLE 0 1087100 0 0 NEWS CORP NEW CL A 65249B109 245421258 8566187 SH SOLE 0 8566187 0 0 NEWS CORP NEW CL B 65249B208 34909065 1100538 SH SOLE 0 1100538 0 0 RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 238892477 4342710 SH SOLE 0 4342710 0 0 STATE STR CORP COM 857477103 136937921 784340 SH SOLE 0 784340 0 0 SUNBELT RENTALS HOLDINGS INC SHS 866966104 270053102 3644072 SH SOLE 0 3644072 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 36591912 80212 SH SOLE 0 80212 0 0 TD SYNNEX COM 87162W100 134811575 524865 SH SOLE 0 524865 0 0 TEXAS INSTRS INC COM 882508104 54251752 193694 SH SOLE 0 193694 0 0 VISA INC COM CL A 92826C839 136348128 379451 SH SOLE 0 379451 0 0 DISNEY WALT CO COM 254687106 366329787 3492181 SH SOLE 0 3492181 0 0