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
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 25,894,813 196,396 SH   SOLE   196,396 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 63,002,177 542,935 SH   SOLE   542,935 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG001S7JJL6 24,864,981 887,718 SH   SOLE   887,718 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 21,607,367 249,623 SH   SOLE   249,623 0 0
KBR INC COM 48242W106 BBG001SP11V3 52,698,372 894,102 SH   SOLE   894,102 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 64,166,502 1,041,664 SH   SOLE   1,041,664 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 43,558,699 119,205 SH   SOLE   119,205 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 24,624,410 159,237 SH   SOLE   159,237 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 28,291,634 538,478 SH   SOLE   538,478 0 0
TEMPUR SEALY INTL INC COM 88023U101 BBG001SH81D4 32,218,306 743,385 SH   SOLE   743,385 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 57,128,803 67,758 SH   SOLE   67,758 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 14,450,903 37,424 SH   SOLE   37,424 0 0
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 19,372,510 665,722 SH   SOLE   665,722 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 36,476,366 158,586 SH   SOLE   158,586 0 0