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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
API GROUP CORP COM STK 00187Y100   4,191,396 186,450 SH   SOLE   186,450 0 0
CARMAX INC COM 143130102   12,054,621 187,533 SH   SOLE   187,533 0 0
FERRARI N V COM N3167Y103   33,909,496 125,155 SH   SOLE   125,155 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   3,574,031 70,829 SH   SOLE   70,829 0 0
ROPER TECHNOLOGIES INC COM 776696106   21,145,628 47,983 SH   SOLE   47,983 0 0
TRANSUNION COM 89400J107   14,117,524 227,189 SH   SOLE   227,189 0 0
XPO INC COM 983793100   5,927,594 185,818 SH   SOLE   185,818 0 0