The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMAZON COM INC | COM | 023135106 | 27,442 | 242,850 | SH | SOLE | 242,850 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 8,332 | 62,948 | SH | SOLE | 62,948 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 16,693 | 257,885 | SH | SOLE | 257,885 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 9,971 | 6,635 | SH | SOLE | 6,635 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 4,780 | 44,924 | SH | SOLE | 44,924 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 13,608 | 510,821 | SH | SOLE | 510,821 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 7,931 | 95,530 | SH | SOLE | 95,530 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 5,004 | 81,263 | SH | SOLE | 81,263 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 26,818 | 115,147 | SH | SOLE | 115,147 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 41,714 | 136,610 | SH | SOLE | 136,610 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 12,937 | 45,450 | SH | SOLE | 45,450 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 6,897 | 269,819 | SH | SOLE | 269,819 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 24,905 | 121,635 | SH | SOLE | 121,635 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 40,126 | 79,114 | SH | SOLE | 79,114 | 0 | 0 | ||