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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
AMAZON COM INC COM 023135106   60,676,453 465,453 SH   SOLE   465,453 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   34,473,240 331,601 SH   SOLE   331,601 0 0
HUNT J B TRANS SVCS INC COM 445658107   52,792,512 291,623 SH   SOLE   291,623 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   7,778,400 140,000 SH   SOLE   140,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   37,201,854 94,589 SH   SOLE   94,589 0 0
META PLATFORMS INC CL A 30303M102   54,523,330 189,990 SH   SOLE   189,990 0 0
SCHWAB CHARLES CORP COM 808513105   24,419,388 430,829 SH   SOLE   430,829 0 0
TEXAS ROADHOUSE INC COM 882681109   26,143,051 232,838 SH   SOLE   232,838 0 0
VULCAN MATLS CO COM 929160109   55,203,042 244,868 SH   SOLE   244,868 0 0
WABTEC COM 929740108   41,889,663 381,961 SH   SOLE   381,961 0 0