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
Estimated average burden
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
APOLLO GLOBAL MGMT INC COM 03769M106   15,156,531 113,728 SH   SOLE   113,728 0 0
ASGN INC COM 00191U102   15,568,301 328,792 SH   SOLE   328,792 0 0
BROWN & BROWN INC COM 115236101   15,552,727 165,825 SH   SOLE   165,825 0 0
CARNIVAL PLC ADS 14365C103   4,507,589 155,918 SH   SOLE   155,918 0 0
COPART INC COM 217204106   13,096,523 291,228 SH   SOLE   291,228 0 0
CORPAY INC COM SHS 219948106   15,309,525 53,147 SH   SOLE   53,147 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   15,367,337 846,219 SH   SOLE   846,219 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   11,712,379 1,001,058 SH   SOLE   1,001,058 0 0
FLUOR CORP NEW COM 343412102   14,818,821 352,242 SH   SOLE   352,242 0 0
FLUTTER ENTMT PLC SHS G3643J108   11,825,732 46,558 SH   SOLE   46,558 0 0
GRANITE CONSTR INC COM 387328107   11,181,339 101,973 SH   SOLE   101,973 0 0
IAC INC COM NEW 44891N208   15,413,404 452,404 SH   SOLE   452,404 0 0
JONES LANG LASALLE INC COM 48020Q107   11,796,079 39,547 SH   SOLE   39,547 0 0
LULULEMON ATHLETICA INC COM 550021109   15,232,765 85,611 SH   SOLE   85,611 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   14,224,955 62,665 SH   SOLE   62,665 0 0
MAPLEBEAR INC COM 565394103   15,533,894 422,576 SH   SOLE   422,576 0 0
MORNINGSTAR INC COM 617700109   15,540,262 66,981 SH   SOLE   66,981 0 0
NEWS CORP NEW CL A 65249B109   9,392,162 305,834 SH   SOLE   305,834 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   15,589,534 632,949 SH   SOLE   632,949 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   13,554,360 1,355,436 SH   SOLE   1,355,436 0 0
PAYPAL HLDGS INC COM 70450Y103   5,894,440 87,898 SH   SOLE   87,898 0 0
PINTEREST INC CL A 72352L106   4,716,025 146,597 SH   SOLE   146,597 0 0
S&P GLOBAL INC COM 78409V104   4,815,022 9,893 SH   SOLE   9,893 0 0
TRANSUNION COM 89400J107   15,540,687 185,494 SH   SOLE   185,494 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   6,166,403 40,875 SH   SOLE   40,875 0 0
WEX INC COM 96208T104   15,598,148 99,017 SH   SOLE   99,017 0 0
ZIFF DAVIS INC COM 48123V102   14,162,570 371,721 SH   SOLE   371,721 0 0