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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

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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
API GROUP CORP COM STK 00187Y100   188,100 10,000 SH   SOLE   10,000 0 0
CARMAX INC COM 143130102   11,363,170 186,618 SH   SOLE   186,618 0 0
FERRARI N V COM N3167Y103   28,628,361 133,640 SH   SOLE   133,640 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   3,023,690 70,829 SH   SOLE   70,829 0 0
ROPER TECHNOLOGIES INC COM 776696106   20,644,396 47,778 SH   SOLE   47,778 0 0
RXO INC COMMON STOCK 74982T103   3,179,902 184,878 SH   SOLE   184,878 0 0
TRANSUNION COM 89400J107   12,841,617 226,284 SH   SOLE   226,284 0 0
XPO INC COM 983793100   6,154,589 184,878 SH   SOLE   184,878 0 0