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 | 78,144 | 23,971 | SH | SOLE | 23,971 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 55,651 | 554,181 | SH | SOLE | 554,181 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 39,250 | 387,076 | SH | SOLE | 387,076 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 50,398 | 622,197 | SH | SOLE | 622,197 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 76,722 | 382,103 | SH | SOLE | 382,103 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 54,367 | 152,127 | SH | SOLE | 152,127 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 39,457 | 177,447 | SH | SOLE | 177,447 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 38,444 | 181,065 | SH | SOLE | 181,065 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 37,273 | 442,098 | SH | SOLE | 442,098 | 0 | 0 | ||
STONECO LTD | COM CL A | G85158106 | 8,195 | 700,449 | SH | SOLE | 700,449 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 17,815 | 212,766 | SH | SOLE | 212,766 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 50,864 | 186,170 | SH | SOLE | 186,170 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 31,432 | 171,107 | SH | SOLE | 171,107 | 0 | 0 | ||
WABTEC | COM | 929740108 | 77,802 | 809,005 | SH | SOLE | 809,005 | 0 | 0 |