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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   61,869,337 281,775 SH   SOLE   244,140 0 37,635
APOLLO GLOBAL MGMT INC COM 03762U105   19,598,020 147,055 SH   SOLE   127,415 0 19,640
APPLIED MATLS INC COM 038222105   53,467,237 261,147 SH   SOLE   226,270 0 34,877
BLUE OWL CAPITAL INC COM CL A 09581B103   76,029,498 4,490,815 SH   SOLE   3,891,050 0 599,765
CARVANA CO CL A 146869102   40,442,014 107,205 SH   SOLE   92,888 0 14,317
CSX CORP COM 126408103   53,897,966 1,517,825 SH   SOLE   1,315,100 0 202,725
DATADOG INC CL A COM 23804L103   67,653,528 475,095 SH   SOLE   411,645 0 63,450
DOORDASH INC CL A 25809K105   13,210,554 48,570 SH   SOLE   42,085 0 6,485
DUCOMMUN INC DEL COM 264147109   48,208,810 501,496 SH   SOLE   434,522 0 66,974
ENTEGRIS INC COM 29362U104   88,463,879 956,780 SH   SOLE   829,002 0 127,778
FLOOR & DECOR HLDGS INC CL A 339750101   55,772,475 756,750 SH   SOLE   655,687 0 101,063
HUBSPOT INC COM 443573100   56,840,039 121,505 SH   SOLE   105,280 0 16,225
MARKETAXESS HLDGS INC COM 57060D108   49,059,565 281,547 SH   SOLE   243,945 0 37,602
MARTIN MARIETTA MATLS INC COM 573284106   70,323,491 111,575 SH   SOLE   96,675 0 14,900
MARVELL TECHNOLOGY INC COM 573874104   69,398,524 825,485 SH   SOLE   715,240 0 110,245
META PLATFORMS INC CL A 30303M102   37,420,333 50,955 SH   SOLE   44,145 0 6,810
MICROSOFT CORP COM 594918104   72,696,872 140,355 SH   SOLE   121,610 0 18,745
UNION PAC CORP COM 907818108   79,572,779 336,645 SH   SOLE   291,680 0 44,965
WORKDAY INC CL A 98138H101   48,036,468 199,545 SH   SOLE   172,895 0 26,650