The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 15,237,071 171,724 SH   SOLE   171,724 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 44,165,613 208,890 SH   SOLE   208,890 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG001S7JJL6 16,993,124 620,187 SH   SOLE   620,187 0 0
KBR INC COM 48242W106 BBG001SP11V3 30,829,445 583,891 SH   SOLE   583,891 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 41,671,234 897,700 SH   SOLE   897,700 0 0
P10 INC COM CL A 69376K106 BBG012QFRKK6 16,546,652 1,550,764 SH   SOLE   1,550,764 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 34,880,987 104,141 SH   SOLE   104,141 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 21,340,038 256,306 SH   SOLE   256,306 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 36,720,558 58,319 SH   SOLE   58,319 0 0
VERISIGN INC COM 92343E102 BBG001S7BCF6 23,997,857 116,812 SH   SOLE   116,812 0 0
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 16,259,584 501,839 SH   SOLE   501,839 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 26,149,920 125,866 SH   SOLE   125,866 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 62,286,810 1,378,942 SH   SOLE   1,378,942 0 0