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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
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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   60,232,507 473,824 SH   SOLE   473,824 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   29,583,093 326,885 SH   SOLE   326,885 0 0
HUNT J B TRANS SVCS INC COM 445658107   55,932,753 296,694 SH   SOLE   296,694 0 0
MASTERCARD INCORPORATED CL A 57636Q104   36,814,879 92,988 SH   SOLE   92,988 0 0
META PLATFORMS INC CL A 30303M102   55,282,471 184,146 SH   SOLE   184,146 0 0
SCHWAB CHARLES CORP COM 808513105   27,152,277 494,577 SH   SOLE   494,577 0 0
TEXAS ROADHOUSE INC COM 882681109   21,827,289 227,131 SH   SOLE   227,131 0 0
VULCAN MATLS CO COM 929160109   50,351,263 249,239 SH   SOLE   249,239 0 0
WABTEC COM 929740108   40,542,749 381,507 SH   SOLE   381,507 0 0