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 A | 02079K305 | 11,681,982 | 77,400 | SH | SOLE | 0 | 77,400 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 9,353,064 | 51,852 | SH | SOLE | 0 | 51,852 | 0 | 0 | |
| DAKTRONICS INC | COM | 234264109 | 14,626,828 | 1,468,557 | SH | SOLE | 0 | 1,468,557 | 0 | 0 | |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 | 35,831,725 | 280,945 | SH | SOLE | 0 | 280,945 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 5,529,422 | 25,922 | SH | SOLE | 0 | 25,922 | 0 | 0 | |
| IDT CORP | CL B NEW | 448947507 | 9,442,707 | 249,741 | SH | SOLE | 0 | 249,741 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 5,348,972 | 21,200 | SH | SOLE | 0 | 21,200 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 6,260,410 | 13,000 | SH | SOLE | 0 | 13,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 6,142,512 | 14,600 | SH | SOLE | 0 | 14,600 | 0 | 0 | |
| REV GROUP INC | COM | 749527107 | 6,297,506 | 285,084 | SH | SOLE | 0 | 285,084 | 0 | 0 | |
| WASTE CONNECTIONS INC | COM | 94106B101 | 11,441,245 | 66,515 | SH | SOLE | 0 | 66,515 | 0 | 0 | |
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 8,858,250 | 190,500 | SH | SOLE | 0 | 190,500 | 0 | 0 | |