The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 36,566,389 | 321,378 | SH | SOLE | 321,378 | 0 | 0 | ||
COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 49,612,581 | 737,295 | SH | SOLE | 737,295 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 5,161,077 | 10,161 | SH | SOLE | 10,161 | 0 | 0 | ||
EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 36,838,403 | 1,977,370 | SH | SOLE | 1,977,370 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 52,842,469 | 418,886 | SH | SOLE | 418,886 | 0 | 0 | ||
GRUPO TELEVISA S A B | SPON ADR REP ORD | 40049J206 | 28,645,212 | 5,583,862 | SH | SOLE | 5,583,862 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 50,203,631 | 146,820 | SH | SOLE | 146,820 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 21,761,738 | 132,250 | SH | SOLE | 132,250 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 61,275,396 | 213,518 | SH | SOLE | 213,518 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 29,487,018 | 86,589 | SH | SOLE | 86,589 | 0 | 0 | ||
PROLOGIS INC. | COM | 74340W103 | 32,441,031 | 264,544 | SH | SOLE | 264,544 | 0 | 0 | ||
RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | 23,741,642 | 608,604 | SH | SOLE | 608,604 | 0 | 0 | ||
RH | COM | 74967X103 | 35,682,732 | 108,264 | SH | SOLE | 108,264 | 0 | 0 | ||
SOTERA HEALTH CO | COM | 83601L102 | 68,887,951 | 3,656,473 | SH | SOLE | 3,656,473 | 0 | 0 | ||
SPIRIT AIRLS INC | COM | 848577102 | 19,631,915 | 1,144,051 | SH | SOLE | 1,144,051 | 0 | 0 |