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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hours per response: 23.8
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
CANADIAN PACIFIC KANSAS CITY COM 13646K108   106,253,508 1,340,400 SH   SOLE 1 1,340,400 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   61,062,149 6,489,070 SH   SOLE 1 6,489,070 0 0
DANAHER CORPORATION COM 235851102   114,326,275 578,750 SH   SOLE 1 578,750 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   75,312,391 925,100 SH   SOLE 1 925,100 0 0
MASTERCARD INCORPORATED CL A 57636Q104   78,755,891 140,150 SH   SOLE 1 140,150 0 0
MIDDLEBY CORP COM 596278101   67,704,336 470,169 SH   SOLE 1 470,169 0 0
NICE LTD SPONSORED ADR 653656108   61,913,961 366,550 SH   SOLE 1 366,550 0 0
PTC INC COM 69370C100   126,058,093 731,450 SH   SOLE 1 731,450 0 0
RUSH ENTERPRISES INC CL A 781846209   19,285,859 374,410 SH   SOLE 1 374,410 0 0
RXO INC COMMON STOCK 74982T103   15,653,190 995,750 SH   SOLE 1 995,750 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   75,494,015 321,470 SH   SOLE 1 321,470 0 0
SIMPSON MFG INC COM 829073105   40,931,951 263,550 SH   SOLE 1 263,550 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   93,010,740 1,366,800 SH   SOLE 1 1,366,800 0 0
WORKDAY INC CL A 98138H101   94,571,040 394,046 SH   SOLE 1 394,046 0 0