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
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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   10,563,762 697,278 SH   SOLE   697,278 0 0
ASPEN TECHNOLOGY INC COM 29109X106   10,884,876 49,443 SH   SOLE   49,443 0 0
AVANTOR INC COM 05352A100   9,145,150 400,576 SH   SOLE   400,576 0 0
BATH & BODY WORKS INC COM 070830104   14,025,835 324,973 SH   SOLE   324,973 0 0
BOOT BARN HLDGS INC COM 099406100   6,397,562 83,345 SH   SOLE   83,345 0 0
CBRE GROUP INC CL A 12504L109   6,414,180 68,903 SH   SOLE   68,903 0 0
CONSTELLATION ENERGY CORP COM 21037T109   13,084,783 111,941 SH   SOLE   111,941 0 0
CRANE COMPANY COMMON STOCK 224408104   13,436,417 113,733 SH   SOLE   113,733 0 0
DISCOVER FINL SVCS COM 254709108   12,061,419 107,308 SH   SOLE   107,308 0 0
FERGUSON PLC NEW SHS G3421J106   21,298,324 110,314 SH   SOLE   110,314 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   10,273,439 36,352 SH   SOLE   36,352 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   14,031,859 402,059 SH   SOLE   402,059 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   9,182,488 71,498 SH   SOLE   71,498 0 0
JONES LANG LASALLE INC COM 48020Q107   9,305,436 49,269 SH   SOLE   49,269 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   8,460,951 79,610 SH   SOLE   79,610 0 0
MARTIN MARIETTA MATLS INC COM 573284106   11,280,854 22,611 SH   SOLE   22,611 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106   6,659,274 274,157 SH   SOLE   274,157 0 0
NCR VOYIX CORPORATION COM 62886E108   6,115,332 361,640 SH   SOLE   361,640 0 0
NEWS CORP NEW CL A 65249B109   15,023,569 611,958 SH   SOLE   611,958 0 0
US FOODS HLDG CORP COM 912008109   11,737,758 258,484 SH   SOLE   258,484 0 0
VONTIER CORPORATION COM 928881101   5,651,896 163,586 SH   SOLE   163,586 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   19,735,949 81,824 SH   SOLE   81,824 0 0