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
AMPHENOL CORP NEW CL A 032095101   10,958,250 95,000 SH   SOLE   95,000 0 0
ARCH CAP GROUP LTD ORD G0450A105   19,852,784 214,764 SH   SOLE   214,764 0 0
AUTOZONE INC COM 053332102   6,675,195 2,118 SH   SOLE   2,118 0 0
BROADCOM INC COM 11135F101   43,367,415 32,720 SH   SOLE   32,720 0 0
CHARLES RIV LABS INTL INC COM 159864107   10,919,285 40,300 SH   SOLE   40,300 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   7,266,925 2,500 SH   SOLE   2,500 0 0
CRH PLC ORD G25508105   10,749,462 124,617 SH   SOLE   124,617 0 0
LENNOX INTL INC COM 526107107   20,546,982 42,039 SH   SOLE   42,039 0 0
MEDPACE HLDGS INC COM 58506Q109   17,661,355 43,700 SH   SOLE   43,700 0 0
OSCAR HEALTH INC CL A 687793109   492,494 33,120 SH   SOLE   33,120 0 0
POOL CORP COM 73278L105   10,491,000 26,000 SH   SOLE   26,000 0 0
RXSIGHT INC COM 78349D107   7,014,674 135,996 SH   SOLE   135,996 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   14,165,915 392,734 SH   SOLE   392,734 0 0