The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079k107   471,440,223 3,575,580 SH   SOLE   3,575,580 0 0
ALPHABET INC CAP STK CL A 02079k305   204,874,939 1,565,604 SH   SOLE   1,565,604 0 0
BROOKFIELD CORP CL A LTD VT SH 11271j107   84,009,763 2,686,593 SH   SOLE   2,686,593 0 0
CANADIAN NAT RES LTD COM 136385101   74,377,355 1,150,106 SH   SOLE   1,150,106 0 0
CENOVUS ENERGY INC COM 15135u109   208,702,782 10,024,149 SH   SOLE   10,024,149 0 0
CSX CORP COM 126408103   1,310,612,324 42,621,539 SH   SOLE   42,621,539 0 0
EQT CORP COM 26884l109   230,252,665 5,674,043 SH   SOLE   5,674,043 0 0
LOWES COS INC COM 548661107   355,612,162 1,710,990 SH   SOLE   1,710,990 0 0
MASTERCARD INCORPORATED CL A 57636q104   141,612,652 357,689 SH   SOLE   357,689 0 0
MICROSOFT CORP COM 594918104   1,174,579,580 3,719,967 SH   SOLE   3,719,967 0 0
PLANET FITNESS INC CL A 72703h101   18,606,515 378,335 SH   SOLE   378,335 0 0
TECK RESOURCES LTD CL B 878742204   433,568,262 10,061,923 SH   SOLE   10,061,923 0 0
UNION PAC CORP COM 907818108   1,682,021,472 8,260,185 SH   SOLE   8,260,185 0 0
VISA INC COM CL A 92826c839   258,481,098 1,123,782 SH   SOLE   1,123,782 0 0
WESTLAKE CORPORATION COM 960413102   112,058,009 898,837 SH   SOLE   898,837 0 0