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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BILL COM HLDGS INC COM 090043100 32,712 131,294 SH   SOLE   131,294 0 0
CARLYLE GROUP INC COM 14316J108 40,933 745,596 SH   SOLE   745,596 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 35,869 20,517 SH   SOLE   20,517 0 0
COPART INC COM 217204106 34,084 224,800 SH   SOLE   224,800 0 0
CSX CORP COM 126408103 17,939 477,091 SH   SOLE   477,091 0 0
NETFLIX INC COM 64110L106 27,484 45,621 SH   SOLE   45,621 0 0
S&P GLOBAL INC COM 78409V104 43,776 92,760 SH   SOLE   92,760 0 0
SALESFORCE COM INC COM 79466L302 35,745 140,658 SH   SOLE   140,658 0 0
SENTINELONE INC CL A 81730H109 41,743 826,755 SH   SOLE   826,755 0 0
SHERWIN WILLIAMS CO COM 824348106 33,187 94,237 SH   SOLE   94,237 0 0
SHOPIFY INC CL A 82509L107 31,586 22,932 SH   SOLE   22,932 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 44,403 66,548 SH   SOLE   66,548 0 0
WORKDAY INC CL A 98138H101 27,922 102,211 SH   SOLE   102,211 0 0