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		<nameOfIssuer>ALPHABET INC</nameOfIssuer>
		<titleOfClass>CAP STK CL A</titleOfClass>
		<cusip>02079K305</cusip>
		<value>13114796</value>
		<shrsOrPrnAmt>
			<sshPrnamt>93885</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>62185</Sole>
			<Shared>0</Shared>
			<None>31700</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>7339462</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48305</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>31995</Sole>
			<Shared>0</Shared>
			<None>16310</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERICOLD REALTY TRUST INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03064D108</cusip>
		<value>20603881</value>
		<shrsOrPrnAmt>
			<sshPrnamt>680670</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>450850</Sole>
			<Shared>0</Shared>
			<None>229820</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>APOLLO GLOBAL MGMT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03769M106</cusip>
		<value>34408078</value>
		<shrsOrPrnAmt>
			<sshPrnamt>369225</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>244560</Sole>
			<Shared>0</Shared>
			<None>124665</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ARES MANAGEMENT CORPORATION</nameOfIssuer>
		<titleOfClass>CL A COM STK</titleOfClass>
		<cusip>03990B101</cusip>
		<value>12288598</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103335</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>68445</Sole>
			<Shared>0</Shared>
			<None>34890</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BLUE OWL CAPITAL INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>09581B103</cusip>
		<value>22737400</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1526000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1010670</Sole>
			<Shared>0</Shared>
			<None>515330</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DUCOMMUN INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>264147109</cusip>
		<value>18304296</value>
		<shrsOrPrnAmt>
			<sshPrnamt>351600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>229340</Sole>
			<Shared>0</Shared>
			<None>122260</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29362U104</cusip>
		<value>16455480</value>
		<shrsOrPrnAmt>
			<sshPrnamt>137335</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>90965</Sole>
			<Shared>0</Shared>
			<None>46370</None>
		</votingAuthority>
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		<nameOfIssuer>GALLAGHER ARTHUR J &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>363576109</cusip>
		<value>8203622</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36480</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24165</Sole>
			<Shared>0</Shared>
			<None>12315</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>57636Q104</cusip>
		<value>2537735</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5950</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3940</Sole>
			<Shared>0</Shared>
			<None>2010</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>594918104</cusip>
		<value>25683532</value>
		<shrsOrPrnAmt>
			<sshPrnamt>68300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>45240</Sole>
			<Shared>0</Shared>
			<None>23060</None>
		</votingAuthority>
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		<nameOfIssuer>RESTAURANT BRANDS INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>76131D103</cusip>
		<value>28428069</value>
		<shrsOrPrnAmt>
			<sshPrnamt>363856</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>241006</Sole>
			<Shared>0</Shared>
			<None>122850</None>
		</votingAuthority>
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		<nameOfIssuer>RTX CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75513E101</cusip>
		<value>25330347</value>
		<shrsOrPrnAmt>
			<sshPrnamt>301050</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>199405</Sole>
			<Shared>0</Shared>
			<None>101645</None>
		</votingAuthority>
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		<nameOfIssuer>SALESFORCE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>79466L302</cusip>
		<value>24252298</value>
		<shrsOrPrnAmt>
			<sshPrnamt>92165</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>61045</Sole>
			<Shared>0</Shared>
			<None>31120</None>
		</votingAuthority>
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		<nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>824348106</cusip>
		<value>18282019</value>
		<shrsOrPrnAmt>
			<sshPrnamt>58615</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>38825</Sole>
			<Shared>0</Shared>
			<None>19790</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
		<titleOfClass>TR UNIT</titleOfClass>
		<cusip>78462F103</cusip>
		<value>2714020</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5710</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5710</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>UNION PAC CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>907818108</cusip>
		<value>30783555</value>
		<shrsOrPrnAmt>
			<sshPrnamt>125330</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>83015</Sole>
			<Shared>0</Shared>
			<None>42315</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VISA INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>92826C839</cusip>
		<value>2375694</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9125</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6045</Sole>
			<Shared>0</Shared>
			<None>3080</None>
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