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 | 68,195,990 | 448,835 | SH | SOLE | 448,835 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 36,766,495 | 329,567 | SH | SOLE | 329,567 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 59,760,211 | 299,190 | SH | SOLE | 299,190 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 39,984,886 | 93,749 | SH | SOLE | 93,749 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 65,717,629 | 185,664 | SH | SOLE | 185,664 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 24,517,843 | 356,364 | SH | SOLE | 356,364 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 24,354,450 | 199,251 | SH | SOLE | 199,251 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 49,839,818 | 219,549 | SH | SOLE | 219,549 | 0 | 0 | ||
WABTEC | COM | 929740108 | 48,816,907 | 384,688 | SH | SOLE | 384,688 | 0 | 0 |