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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
API GROUP CORP COM STK 00187Y100   20,946,202 547,470 SH   SOLE   547,470 0 0
BOYD GROUP SERVICES INC COM 103310108   12,868,743 80,760 SH   SOLE   80,760 0 0
CLEAN HARBORS INC COM 184496107   2,523,005 10,760 SH   SOLE   10,760 0 0
COMPASS INC CL A 20464U100   5,358,990 507,000 SH   SOLE   507,000 0 0
FERRARI N V COM N3167Y103   16,334,182 44,199 SH   SOLE   44,199 0 0
HEICO CORP NEW CL A 422806208   20,397,606 80,805 SH   SOLE   80,805 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   9,097,208 31,670 SH   SOLE   31,670 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   19,259,880 299,485 SH   SOLE   299,485 0 0
MOODYS CORP COM 615369105   13,784,266 26,983 SH   SOLE   26,983 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,745,811 11,134 SH   SOLE   11,134 0 0
ROPER TECHNOLOGIES INC COM 776696106   6,694,755 15,040 SH   SOLE   15,040 0 0
TRANSUNION COM 89400J107   18,864,400 219,993 SH   SOLE   219,993 0 0
WASTE CONNECTIONS INC COM 94106B101   2,657,999 15,150 SH   SOLE   15,150 0 0