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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
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
AMAZON COM INC COM 023135106   62,641,465 347,275 SH   SOLE   347,275 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   33,761,732 260,467 SH   SOLE   260,467 0 0
HUNT J B TRANS SVCS INC COM 445658107   55,263,981 277,360 SH   SOLE   277,360 0 0
MARTIN MARIETTA MATLS INC COM 573284106   14,007,041 22,815 SH   SOLE   22,815 0 0
MASTERCARD INCORPORATED CL A 57636Q104   46,483,063 96,524 SH   SOLE   96,524 0 0
META PLATFORMS INC CL A 30303M102   61,393,822 126,434 SH   SOLE   126,434 0 0
SCHWAB CHARLES CORP COM 808513105   26,423,198 365,264 SH   SOLE   365,264 0 0
TEXAS ROADHOUSE INC COM 882681109   31,689,675 205,151 SH   SOLE   205,151 0 0
VULCAN MATLS CO COM 929160109   61,690,564 226,039 SH   SOLE   226,039 0 0
WABTEC COM 929740108   46,105,971 316,488 SH   SOLE   316,488 0 0