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 | 62,641,465 | 347,275 | SH | SOLE | 347,275 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 33,761,732 | 260,467 | SH | SOLE | 260,467 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 55,263,981 | 277,360 | SH | SOLE | 277,360 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 14,007,041 | 22,815 | SH | SOLE | 22,815 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 46,483,063 | 96,524 | SH | SOLE | 96,524 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 61,393,822 | 126,434 | SH | SOLE | 126,434 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 26,423,198 | 365,264 | SH | SOLE | 365,264 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 31,689,675 | 205,151 | SH | SOLE | 205,151 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 61,690,564 | 226,039 | SH | SOLE | 226,039 | 0 | 0 | ||
WABTEC | COM | 929740108 | 46,105,971 | 316,488 | SH | SOLE | 316,488 | 0 | 0 |