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
ACV AUCTIONS INC COM CL A 00091G104   9,765,874 565,482 SH   SOLE   565,482 0 0
ASPEN TECHNOLOGY INC COM 29109X106   5,235,466 31,236 SH   SOLE   31,236 0 0
BATH & BODY WORKS INC COM 070830104   7,086,000 188,960 SH   SOLE   188,960 0 0
BIO RAD LABS INC CL A 090572207   7,826,553 20,644 SH   SOLE   20,644 0 0
BOOT BARN HLDGS INC COM 099406100   15,917,401 187,949 SH   SOLE   187,949 0 0
CONSTELLATION ENERGY CORP COM 21037T109   12,451,532 136,008 SH   SOLE   136,008 0 0
CRANE COMPANY COMMON STOCK 224408104   13,143,507 147,481 SH   SOLE   147,481 0 0
DECKERS OUTDOOR CORP COM 243537107   4,151,629 7,868 SH   SOLE   7,868 0 0
FERGUSON PLC NEW SHS G3421J106   20,961,558 133,250 SH   SOLE   133,250 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   14,280,426 56,876 SH   SOLE   56,876 0 0
GOGO INC COM 38046C109   5,550,023 326,280 SH   SOLE   326,280 0 0
HUBBELL INC COM 443510607   6,899,432 20,809 SH   SOLE   20,809 0 0
JONES LANG LASALLE INC COM 48020Q107   9,194,849 59,017 SH   SOLE   59,017 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   14,286,736 59,200 SH   SOLE   59,200 0 0
MARTIN MARIETTA MATLS INC COM 573284106   19,050,253 41,262 SH   SOLE   41,262 0 0
NEWS CORP NEW CL A 65249B109   12,333,594 632,492 SH   SOLE   632,492 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   9,201,443 151,839 SH   SOLE   151,839 0 0
TAPESTRY INC COM 876030107   8,547,374 199,705 SH   SOLE   199,705 0 0
VONTIER CORPORATION COM 928881101   10,443,867 324,243 SH   SOLE   324,243 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   10,778,129 45,767 SH   SOLE   45,767 0 0