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 |
|
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 | 60,676,453 | 465,453 | SH | SOLE | 465,453 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 34,473,240 | 331,601 | SH | SOLE | 331,601 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 52,792,512 | 291,623 | SH | SOLE | 291,623 | 0 | 0 | ||
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 7,778,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 37,201,854 | 94,589 | SH | SOLE | 94,589 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 54,523,330 | 189,990 | SH | SOLE | 189,990 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 24,419,388 | 430,829 | SH | SOLE | 430,829 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 26,143,051 | 232,838 | SH | SOLE | 232,838 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 55,203,042 | 244,868 | SH | SOLE | 244,868 | 0 | 0 | ||
WABTEC | COM | 929740108 | 41,889,663 | 381,961 | SH | SOLE | 381,961 | 0 | 0 |