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 21,431 94,496 SH   SOLE   94,496 0 0
CARLYLE GROUP INC COM 14316J108 26,256 536,815 SH   SOLE   536,815 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 17,303 10,937 SH   SOLE   10,937 0 0
COPART INC COM 217204106 14,233 113,435 SH   SOLE   113,435 0 0
CSX CORP COM 126408103 32,504 867,929 SH   SOLE   867,929 0 0
MICROSOFT CORP COM 594918104 20,391 66,139 SH   SOLE   66,139 0 0
S&P GLOBAL INC COM 78409V104 45,764 111,571 SH   SOLE   111,571 0 0
SALESFORCE COM INC COM 79466L302 14,961 70,466 SH   SOLE   70,466 0 0
SENTINELONE INC CL A 81730H109 19,102 493,088 SH   SOLE   493,088 0 0
SHERWIN WILLIAMS CO COM 824348106 38,292 153,403 SH   SOLE   153,403 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 37,526 63,534 SH   SOLE   63,534 0 0