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 6,139 55,842 SH   SOLE   55,842 0 0
BLACK KNIGHT INC COM 09215C105 19,617 300,000 SH Call SOLE   300,000 0 0
BLACK KNIGHT INC COM 09215C105 20,195 308,834 SH   SOLE   308,834 0 0
CARLYLE GROUP INC COM 14316J108 13,565 428,459 SH   SOLE   428,459 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 13,784 10,544 SH   SOLE   10,544 0 0
COPART INC COM 217204106 7,907 72,765 SH   SOLE   72,765 0 0
CSX CORP COM 126408103 24,135 830,524 SH   SOLE   830,524 0 0
MICROSOFT CORP COM 594918104 17,041 66,352 SH   SOLE   66,352 0 0
S&P GLOBAL INC COM 78409V104 33,601 99,688 SH   SOLE   99,688 0 0
SALESFORCE INC COM 79466L302 2,973 18,013 SH   SOLE   18,013 0 0
SENTINELONE INC CL A 81730H109 4,689 200,990 SH   SOLE   200,990 0 0
SHERWIN WILLIAMS CO COM 824348106 18,469 82,483 SH   SOLE   82,483 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 34,600 63,687 SH   SOLE   63,687 0 0