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
AMAZON COM INC COM 023135106 8,280 2,540 SH   SOLE NONE 2,540 0 0
BILL COM HLDGS INC COM 090043100 3,264 14,394 SH   SOLE NONE 14,394 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 4,890 63,208 SH   SOLE NONE 63,208 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,677 10,406 SH   SOLE NONE 10,406 0 0
CNH INDL N V SHS N20944109 1,443 91,000 SH   SOLE NONE 91,000 0 0
CSX CORP COM 126408103 1,404 37,500 SH   SOLE NONE 37,500 0 0
DEERE & CO COM 244199105 1,433 3,450 SH   SOLE NONE 3,450 0 0
EPAM SYS INC COM 29414B104 4,242 14,300 SH   SOLE NONE 14,300 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 2,276 77,000 SH   SOLE NONE 77,000 0 0
FISERV INC COM 337738108 4,353 42,928 SH   SOLE NONE 42,928 0 0
KKR & CO INC COM 48251W104 3,333 57,000 SH   SOLE NONE 57,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 2,204 182,000 SH   SOLE NONE 182,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 4,245 73,240 SH   SOLE NONE 73,240 0 0
S&P GLOBAL INC COM 78409V104 3,302 8,050 SH   SOLE NONE 8,050 0 0
SERVICENOW INC COM 81762P102 5,549 9,964 SH   SOLE NONE 9,964 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 7,622 25,970 SH   SOLE NONE 25,970 0 0
TRADEWEB MKTS INC CL A 892672106 3,422 38,944 SH   SOLE NONE 38,944 0 0
TRANSDIGM GROUP INC COM 893641100 9,472 14,538 SH   SOLE NONE 14,538 0 0
TRANSUNION COM 89400J107 3,598 34,819 SH   SOLE NONE 34,819 0 0
UNION PAC CORP COM 907818108 1,421 5,200 SH   SOLE NONE 5,200 0 0
VISA INC COM CL COM CL A 92826C839 7,359 33,181 SH   SOLE NONE 33,181 0 0
WABTEC COM 929740108 6,635 68,997 SH   SOLE NONE 68,997 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 7,843 33,200 SH   SOLE NONE 33,200 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 5,735 162,000 SH   SOLE NONE 162,000 0 0