The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
AMAZON COM INC | COM | 023135106 | 47,568,763 | 460,536 | SH | SOLE | 460,536 | 0 | 0 | |||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 51,424,161 | 523,561 | SH | SOLE | 523,561 | 0 | 0 | |||
HUNT J B TRANS SVCS INC | COM | 445658107 | 50,624,070 | 288,522 | SH | SOLE | 288,522 | 0 | 0 | |||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 41,577,375 | 114,409 | SH | SOLE | 114,409 | 0 | 0 | |||
META PLATFORMS INC | CL A | 30303M102 | 53,935,127 | 254,483 | SH | SOLE | 254,483 | 0 | 0 | |||
SCHWAB CHARLES CORP | COM | 808513105 | 18,638,323 | 355,829 | SH | SOLE | 355,829 | 0 | 0 | |||
TEXAS ROADHOUSE INC | COM | 882681109 | 31,673,142 | 293,107 | SH | SOLE | 293,107 | 0 | 0 | |||
UNION PAC CORP | COM | 907818108 | 19,820,487 | 98,482 | SH | SOLE | 98,482 | 0 | 0 | |||
VULCAN MATLS CO | COM | 929160109 | 41,566,929 | 242,288 | SH | SOLE | 242,288 | 0 | 0 | |||
WABTEC | COM | 929740108 | 46,098,620 | 456,151 | SH | SOLE | 456,151 | 0 | 0 |