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 | 48,079 | 425,480 | SH | SOLE | 425,480 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 33,238 | 439,827 | SH | SOLE | 439,827 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 35,072 | 374,826 | SH | SOLE | 374,826 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 36,149 | 514,503 | SH | SOLE | 514,503 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 45,871 | 293,255 | SH | SOLE | 293,255 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 33,865 | 119,101 | SH | SOLE | 119,101 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 24,382 | 179,701 | SH | SOLE | 179,701 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 26,137 | 363,668 | SH | SOLE | 363,668 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 27,086 | 310,404 | SH | SOLE | 310,404 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 37,308 | 191,500 | SH | SOLE | 191,500 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 37,499 | 237,773 | SH | SOLE | 237,773 | 0 | 0 | ||
WABTEC | COM | 929740108 | 51,308 | 630,705 | SH | SOLE | 630,705 | 0 | 0 |