<?xml version="1.0" encoding="utf-8"?>
<ns1:informationTable xmlns:ns1="http://www.sec.gov/edgar/document/thirteenf/informationtable">
  <ns1:infoTable>
    <ns1:nameOfIssuer>APPFOLIO INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM CL A</ns1:titleOfClass>
    <ns1:cusip>03783C100</ns1:cusip>
    <ns1:figi>BBG008GC8CS3</ns1:figi>
    <ns1:value>47193750</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>202853</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>202853</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>AXON ENTERPRISE INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>05464C101</ns1:cusip>
    <ns1:figi>BBG001SB2HG5</ns1:figi>
    <ns1:value>52283636</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>92060</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>92060</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>CHURCHILL DOWNS INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>171484108</ns1:cusip>
    <ns1:figi>BBG001S67Z80</ns1:figi>
    <ns1:value>118083387</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>1037822</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>1037822</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>GILDAN ACTIVEWEAR INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>375916103</ns1:cusip>
    <ns1:figi>BBG001S7JJL6</ns1:figi>
    <ns1:value>86875177</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>1390893</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>1390893</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>GUIDEWIRE SOFTWARE INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>40171V100</ns1:cusip>
    <ns1:figi>BBG001TWHGX5</ns1:figi>
    <ns1:value>62697431</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>311912</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>311912</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>HILTON WORLDWIDE HLDGS INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>43300A203</ns1:cusip>
    <ns1:figi>BBG0058KMH49</ns1:figi>
    <ns1:value>97236998</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>338510</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>338510</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>INTERACTIVE BROKERS GROUP IN</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM CL A</ns1:titleOfClass>
    <ns1:cusip>45841N107</ns1:cusip>
    <ns1:figi>BBG001SQ4YC7</ns1:figi>
    <ns1:value>10082200</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>156775</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>156775</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>KKR &amp; CO INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>48251W104</ns1:cusip>
    <ns1:figi>BBG001S6PW05</ns1:figi>
    <ns1:value>163705737</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>1284168</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>1284168</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>LKQ CORP</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>501889208</ns1:cusip>
    <ns1:figi>BBG001SCCPJ1</ns1:figi>
    <ns1:value>23081769</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>764297</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>764297</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>ROCKET COS INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM CL A</ns1:titleOfClass>
    <ns1:cusip>77311W101</ns1:cusip>
    <ns1:figi>BBG00VY1MZN4</ns1:figi>
    <ns1:value>38559235</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>1991696</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>1991696</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>S&amp;P GLOBAL INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>78409V104</ns1:cusip>
    <ns1:figi>BBG001S5T5M8</ns1:figi>
    <ns1:value>81784290</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>156498</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>156498</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>SOMNIGROUP INTERNATIONAL INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>88023U101</ns1:cusip>
    <ns1:figi>BBG001SH81D4</ns1:figi>
    <ns1:value>98789659</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>1106515</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>1106515</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>SPOTIFY TECHNOLOGY S A</ns1:nameOfIssuer>
    <ns1:titleOfClass>SHS</ns1:titleOfClass>
    <ns1:cusip>L8681T102</ns1:cusip>
    <ns1:figi>BBG003T4VFD1</ns1:figi>
    <ns1:value>34595798</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>59575</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>59575</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>SS&amp;C TECHNOLOGIES HLDGS INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>78467J100</ns1:cusip>
    <ns1:figi>BBG001STPPK8</ns1:figi>
    <ns1:value>104835375</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>1199215</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>1199215</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>TRANSDIGM GROUP INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>893641100</ns1:cusip>
    <ns1:figi>BBG001SPV1C1</ns1:figi>
    <ns1:value>97481995</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>73303</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>73303</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>TYLER TECHNOLOGIES INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM</ns1:titleOfClass>
    <ns1:cusip>902252105</ns1:cusip>
    <ns1:figi>BBG001S5WZB0</ns1:figi>
    <ns1:value>44794878</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>98678</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>98678</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
  <ns1:infoTable>
    <ns1:nameOfIssuer>VISA INC</ns1:nameOfIssuer>
    <ns1:titleOfClass>COM CL A</ns1:titleOfClass>
    <ns1:cusip>92826C839</ns1:cusip>
    <ns1:figi>BBG001SRCFY3</ns1:figi>
    <ns1:value>95894986</ns1:value>
    <ns1:shrsOrPrnAmt>
      <ns1:sshPrnamt>273431</ns1:sshPrnamt>
      <ns1:sshPrnamtType>SH</ns1:sshPrnamtType>
    </ns1:shrsOrPrnAmt>
    <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion>
    <ns1:votingAuthority>
      <ns1:Sole>273431</ns1:Sole>
      <ns1:Shared>0</ns1:Shared>
      <ns1:None>0</ns1:None>
    </ns1:votingAuthority>
  </ns1:infoTable>
</ns1:informationTable>
