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 | 28,992,288 | 278,772 | SH | SOLE | 278,772 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 50,069,998 | 194,787 | SH | SOLE | 194,787 | 0 | 0 | ||
GILDAN ACTIVEWEAR INC | COM | 375916103 | 23,856,308 | 718,780 | SH | SOLE | 718,780 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 39,526,395 | 718,009 | SH | SOLE | 718,009 | 0 | 0 | ||
KKR & CO INC | COM | 48251W104 | 46,180,836 | 879,300 | SH | SOLE | 879,300 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 36,594,233 | 106,141 | SH | SOLE | 106,141 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 17,467,978 | 309,332 | SH | SOLE | 309,332 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 8,108,679 | 205,335 | SH | SOLE | 205,335 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 44,014,415 | 59,717 | SH | SOLE | 59,717 | 0 | 0 | ||
VERISIGN INC | COM | 92343E102 | 17,647,534 | 83,507 | SH | SOLE | 83,507 | 0 | 0 | ||
VICI PPTYS INC | COM | 925652109 | 15,592,262 | 477,997 | SH | SOLE | 477,997 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 28,377,748 | 125,866 | SH | SOLE | 125,866 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 45,335,210 | 967,048 | SH | SOLE | 967,048 | 0 | 0 |