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 |
ALPHABET INC | CAP STK CL C | 02079K107 | 15,237,071 | 171,724 | SH | SOLE | 171,724 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 44,165,613 | 208,890 | SH | SOLE | 208,890 | 0 | 0 | ||
GILDAN ACTIVEWEAR INC | COM | 375916103 | 16,993,124 | 620,187 | SH | SOLE | 620,187 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 30,829,445 | 583,891 | SH | SOLE | 583,891 | 0 | 0 | ||
KKR & CO INC | COM | 48251W104 | 41,671,234 | 897,700 | SH | SOLE | 897,700 | 0 | 0 | ||
P10 INC | COM CL A | 69376K106 | 16,546,652 | 1,550,764 | SH | SOLE | 1,550,764 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 34,880,987 | 104,141 | SH | SOLE | 104,141 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 21,340,038 | 256,306 | SH | SOLE | 256,306 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 36,720,558 | 58,319 | SH | SOLE | 58,319 | 0 | 0 | ||
VERISIGN INC | COM | 92343E102 | 23,997,857 | 116,812 | SH | SOLE | 116,812 | 0 | 0 | ||
VICI PPTYS INC | COM | 925652109 | 16,259,584 | 501,839 | SH | SOLE | 501,839 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 26,149,920 | 125,866 | SH | SOLE | 125,866 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 62,286,810 | 1,378,942 | SH | SOLE | 1,378,942 | 0 | 0 |