The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACAMAR PARTNERS ACQSITION CO | CL A | 004285102 | 24,640 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 130,277 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 58,242 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 71,022 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 82,754 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 76,286 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 51,068 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 60,126 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| LCI INDS | COM | 50189K103 | 11,542 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 67,819 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 78,234 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 48,254 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 28,985 | 206,178 | SH | SOLE | 206,178 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 50,425 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| WABTEC | COM | 929740108 | 89,670 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||