The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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