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 | 60,009,923 | 310,530 | SH | SOLE | 310,530 | 0 | 0 | ||
CBRE GROUP INC | CL A | 12504L109 | 9,126,914 | 102,423 | SH | SOLE | 102,423 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 25,893,024 | 260,467 | SH | SOLE | 260,467 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 48,777,600 | 304,860 | SH | SOLE | 304,860 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 42,582,528 | 96,524 | SH | SOLE | 96,524 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 51,148,077 | 101,440 | SH | SOLE | 101,440 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 32,074,604 | 435,264 | SH | SOLE | 435,264 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 35,226,478 | 205,151 | SH | SOLE | 205,151 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 56,211,379 | 226,039 | SH | SOLE | 226,039 | 0 | 0 | ||
WABTEC | COM | 929740108 | 47,893,259 | 303,026 | SH | SOLE | 303,026 | 0 | 0 |