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		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>61869337</value>
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			<None>37635</None>
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		<nameOfIssuer>APOLLO GLOBAL MGMT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03769M106</cusip>
		<value>19598020</value>
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			<Sole>127415</Sole>
			<Shared>0</Shared>
			<None>19640</None>
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		<nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>038222105</cusip>
		<value>53467237</value>
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			<sshPrnamt>261147</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>226270</Sole>
			<Shared>0</Shared>
			<None>34877</None>
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		<nameOfIssuer>BLUE OWL CAPITAL INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>09581B103</cusip>
		<value>76029498</value>
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			<sshPrnamt>4490815</sshPrnamt>
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		<votingAuthority>
			<Sole>3891050</Sole>
			<Shared>0</Shared>
			<None>599765</None>
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		<nameOfIssuer>CARVANA CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>146869102</cusip>
		<value>40442014</value>
		<shrsOrPrnAmt>
			<sshPrnamt>107205</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>92888</Sole>
			<Shared>0</Shared>
			<None>14317</None>
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		<nameOfIssuer>CSX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>126408103</cusip>
		<value>53897966</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1517825</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1315100</Sole>
			<Shared>0</Shared>
			<None>202725</None>
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		<nameOfIssuer>DATADOG INC</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>23804L103</cusip>
		<value>67653528</value>
		<shrsOrPrnAmt>
			<sshPrnamt>475095</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>411645</Sole>
			<Shared>0</Shared>
			<None>63450</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DOORDASH INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>25809K105</cusip>
		<value>13210554</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48570</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>42085</Sole>
			<Shared>0</Shared>
			<None>6485</None>
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		<nameOfIssuer>DUCOMMUN INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>264147109</cusip>
		<value>48208810</value>
		<shrsOrPrnAmt>
			<sshPrnamt>501496</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>434522</Sole>
			<Shared>0</Shared>
			<None>66974</None>
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		<nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29362U104</cusip>
		<value>88463879</value>
		<shrsOrPrnAmt>
			<sshPrnamt>956780</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>829002</Sole>
			<Shared>0</Shared>
			<None>127778</None>
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		<nameOfIssuer>FLOOR &amp; DECOR HLDGS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>339750101</cusip>
		<value>55772475</value>
		<shrsOrPrnAmt>
			<sshPrnamt>756750</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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			<Sole>655687</Sole>
			<Shared>0</Shared>
			<None>101063</None>
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		<nameOfIssuer>HUBSPOT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>443573100</cusip>
		<value>56840039</value>
		<shrsOrPrnAmt>
			<sshPrnamt>121505</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>105280</Sole>
			<Shared>0</Shared>
			<None>16225</None>
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		<nameOfIssuer>MARKETAXESS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>57060D108</cusip>
		<value>49059565</value>
		<shrsOrPrnAmt>
			<sshPrnamt>281547</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>243945</Sole>
			<Shared>0</Shared>
			<None>37602</None>
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		<nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>573284106</cusip>
		<value>70323491</value>
		<shrsOrPrnAmt>
			<sshPrnamt>111575</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>96675</Sole>
			<Shared>0</Shared>
			<None>14900</None>
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		<nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>573874104</cusip>
		<value>69398524</value>
		<shrsOrPrnAmt>
			<sshPrnamt>825485</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>715240</Sole>
			<Shared>0</Shared>
			<None>110245</None>
		</votingAuthority>
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		<nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>30303M102</cusip>
		<value>37420333</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50955</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44145</Sole>
			<Shared>0</Shared>
			<None>6810</None>
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		<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>594918104</cusip>
		<value>72696872</value>
		<shrsOrPrnAmt>
			<sshPrnamt>140355</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>121610</Sole>
			<Shared>0</Shared>
			<None>18745</None>
		</votingAuthority>
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		<nameOfIssuer>UNION PAC CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>907818108</cusip>
		<value>79572779</value>
		<shrsOrPrnAmt>
			<sshPrnamt>336645</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>291680</Sole>
			<Shared>0</Shared>
			<None>44965</None>
		</votingAuthority>
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		<nameOfIssuer>WORKDAY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>98138H101</cusip>
		<value>48036468</value>
		<shrsOrPrnAmt>
			<sshPrnamt>199545</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>172895</Sole>
			<Shared>0</Shared>
			<None>26650</None>
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