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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
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   68,195,990 448,835 SH   SOLE   448,835 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   36,766,495 329,567 SH   SOLE   329,567 0 0
HUNT J B TRANS SVCS INC COM 445658107   59,760,211 299,190 SH   SOLE   299,190 0 0
MASTERCARD INCORPORATED CL A 57636Q104   39,984,886 93,749 SH   SOLE   93,749 0 0
META PLATFORMS INC CL A 30303M102   65,717,629 185,664 SH   SOLE   185,664 0 0
SCHWAB CHARLES CORP COM 808513105   24,517,843 356,364 SH   SOLE   356,364 0 0
TEXAS ROADHOUSE INC COM 882681109   24,354,450 199,251 SH   SOLE   199,251 0 0
VULCAN MATLS CO COM 929160109   49,839,818 219,549 SH   SOLE   219,549 0 0
WABTEC COM 929740108   48,816,907 384,688 SH   SOLE   384,688 0 0