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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
COSTAR GROUP INC COM 22160N109   26,905,041 349,916 SH   SOLE   349,916 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   48,193,663 320,906 SH   SOLE   320,906 0 0
LINDE PLC SHS G54950103   14,797,561 39,741 SH   SOLE   39,741 0 0
PLANET FITNESS INC CL A 72703H101   36,171,890 735,500 SH   SOLE   735,500 0 0
RH COM 74967X103   31,821,806 120,373 SH   SOLE   120,373 0 0
SOHO HOUSE & CO INC COM CL A 586001109   29,033,062 4,189,475 SH   SOLE   4,189,475 0 0
FERRARI N V COM N3167Y103   22,978,235 77,750 SH   SOLE   77,750 0 0