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

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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   65,231,413 342,530 SH   SOLE   342,530 0 0
AMAZON COM INC COM 023135106   73,385,955 334,500 SH   SOLE   334,500 0 0
API GROUP CORP COM STK 00187Y100   75,170,106 2,089,800 SH   SOLE   2,089,800 0 0
COPART INC COM 217204106   44,551,857 776,300 SH   SOLE   776,300 0 0
ENERGY FUELS INC COM NEW 292671708   34,679 6,760 SH   SOLE   6,760 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   27,953,101 161,048 SH   SOLE   161,048 0 0
FIRSTSERVICE CORP NEW COM 33767E202   39,136,524 216,200 SH   SOLE   216,200 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   1,839,470 24,605 SH   SOLE   24,605 0 0
LOWES COS INC COM 548661107   13,808,460 55,950 SH   SOLE   55,950 0 0
S&P GLOBAL INC COM 78409V104   41,834,520 84,000 SH   SOLE   84,000 0 0
UNITED PARKS & RESORTS INC COM 81282V100   7,776,696 138,400 SH   SOLE   138,400 0 0