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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   118,866,160 541,803 SH   SOLE   211,796 0 330,007
CBRE GROUP INC CL A 12504L109   59,778,695 426,625 SH   SOLE   173,166 0 253,459
FLOOR & DECOR HLDGS INC CL A 339750101   30,240,891 398,116 SH   SOLE   156,662 0 241,454
GENERAC HLDGS INC COM 368736104   51,752,514 361,375 SH   SOLE   147,633 0 213,742
HUNT J B TRANS SVCS INC COM 445658107   96,337,363 670,873 SH   SOLE   271,884 0 398,989
MASTERCARD INCORPORATED CL A 57636Q104   109,446,806 194,766 SH   SOLE   72,815 0 121,951
META PLATFORMS INC CL A 30303M102   128,311,042 173,842 SH   SOLE   67,692 0 106,150
SCHWAB CHARLES CORP COM 808513105   88,398,056 968,852 SH   SOLE   373,013 0 595,839
TEXAS ROADHOUSE INC COM 882681109   26,167,121 139,625 SH   SOLE   139,625 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   22,117,952 38,938 SH   SOLE   38,938 0 0
VULCAN MATLS CO COM 929160109   104,665,762 401,295 SH   SOLE   160,670 0 240,625
WABTEC COM 929740108   106,971,151 510,968 SH   SOLE   204,708 0 306,260