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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
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 A 02079K305   5,549,667 62,900 SH   SOLE   62,900 0 0
AMAZON COM INC COM 023135106   15,398,292 183,313 SH   SOLE   183,313 0 0
GALLAGHER ARTHUR J & CO COM 363576109   14,745,713 78,210 SH   SOLE   78,210 0 0
BLACKSTONE INC COM 09260D107   8,571,467 115,534 SH   SOLE   115,534 0 0
CSX CORP COM 126408103   4,371,185 141,097 SH   SOLE   141,097 0 0
DECKERS OUTDOOR CORP COM 243537107   8,280,175 20,744 SH   SOLE   20,744 0 0
DOLLAR GEN CORP NEW COM 256677105   19,421,491 78,869 SH   SOLE   78,869 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   10,408,095 139,500 SH   SOLE   139,500 0 0
MICROSOFT CORP COM 594918104   21,378,994 89,146 SH   SOLE   89,146 0 0
SHERWIN WILLIAMS CO COM 824348106   20,271,305 85,414 SH   SOLE   85,414 0 0
UNITEDHEALTH GROUP INC COM 91324P102   11,675,624 22,022 SH   SOLE   22,022 0 0
VISA INC COM CL A 92826C839   18,688,843 89,954 SH   SOLE   89,954 0 0