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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   17,418,332 429,870 SH   SOLE   429,870 0 0
BOYD GROUP SERVICES INC COM 103310108   10,126,880 79,460 SH   SOLE   79,460 0 0
CLEAN HARBORS INC COM 184496107   6,741,882 23,513 SH   SOLE   23,513 0 0
COMPASS INC CL A 20464U100   5,070,216 693,600 SH   SOLE   693,600 0 0
FERRARI N V COM N3167Y103   14,194,255 41,939 SH   SOLE   41,939 0 0
HEICO CORP NEW CL A 422806208   16,888,255 80,005 SH   SOLE   80,005 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   11,884,967 39,085 SH   SOLE   39,085 0 0
HUNT J B TRANS SVCS INC COM 445658107   1,525,680 7,200 SH   SOLE   7,200 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   19,462,708 290,185 SH   SOLE   290,185 0 0
MOODYS CORP COM 615369105   12,074,964 27,679 SH   SOLE   27,679 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,524,120 7,800 SH   SOLE   7,800 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104   12,738,894 195,712 SH   SOLE   195,712 0 0
TRANSUNION COM 89400J107   14,391,036 207,993 SH   SOLE   207,993 0 0
WASTE CONNECTIONS INC COM 94106B101   6,525,376 40,230 SH   SOLE   40,230 0 0