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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM 00751Y106 13,947 67,392 SH   SOLE   67,392 0 0
ALPHABET INC CAP STK CL C 02079K107 39,001 13,964 SH   SOLE   13,964 0 0
API GROUP CORP COM STK 00187Y100 43,554 2,071,040 SH   SOLE   2,071,040 0 0
ARAMARK COM 03852U106 17,200 457,445 SH   SOLE   457,445 0 0
BLACK KNIGHT INC COM 09215C105 22,643 390,466 SH   SOLE   390,466 0 0
COPART INC COM 217204106 29,281 233,368 SH   SOLE   233,368 0 0
DOLLAR GEN CORP NEW COM 256677105 30,771 138,215 SH   SOLE   138,215 0 0
FERGUSON PLC NEW SHS G3421J106 18,549 138,298 SH   SOLE   138,298 0 0
FIRSTSERVICE CORP NEW COM 33767E202 23,616 163,006 SH   SOLE   163,006 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 18,366 183,150 SH   SOLE   183,150 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 3,330 24,605 SH   SOLE   24,605 0 0
LOWES COS INC COM 548661107 5,193 25,682 SH   SOLE   25,682 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 8,733 48,690 SH   SOLE   48,690 0 0
META PLATFORMS INC CL A 30303M102 17,400 78,250 SH   SOLE   78,250 0 0
S&P GLOBAL INC COM 78409V104 28,384 69,200 SH   SOLE   69,200 0 0
SEAWORLD ENTMT INC COM 81282V100 6,995 93,972 SH   SOLE   93,972 0 0
TASKUS INC CLASS A COM 87652V109 10,049 261,275 SH   SOLE   261,275 0 0