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 |
AMAZON COM INC | COM | 023135106 | 38,384,472 | 456,958 | SH | SOLE | 456,958 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 38,221,844 | 378,172 | SH | SOLE | 378,172 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 36,166,588 | 519,411 | SH | SOLE | 519,411 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 51,629,740 | 296,110 | SH | SOLE | 296,110 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 41,882,340 | 120,445 | SH | SOLE | 120,445 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 33,369,680 | 277,295 | SH | SOLE | 277,295 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 30,632,520 | 367,914 | SH | SOLE | 367,914 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 28,493,816 | 313,291 | SH | SOLE | 313,291 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 32,551,404 | 157,200 | SH | SOLE | 157,200 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 42,087,864 | 240,351 | SH | SOLE | 240,351 | 0 | 0 | ||
WABTEC | COM | 929740108 | 57,290,940 | 574,000 | SH | SOLE | 574,000 | 0 | 0 |