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		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>71924666</value>
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			<Sole>270805</Sole>
			<Shared>0</Shared>
			<None>40800</None>
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	<infoTable>
		<nameOfIssuer>APOLLO GLOBAL MGMT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03769M106</cusip>
		<value>25988763</value>
		<shrsOrPrnAmt>
			<sshPrnamt>179530</sshPrnamt>
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		<votingAuthority>
			<Sole>156020</Sole>
			<Shared>0</Shared>
			<None>23510</None>
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	<infoTable>
		<nameOfIssuer>BLUE OWL CAPITAL INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>09581B103</cusip>
		<value>93606346</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6265485</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5445095</Sole>
			<Shared>0</Shared>
			<None>820390</None>
		</votingAuthority>
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		<nameOfIssuer>CARVANA CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>146869102</cusip>
		<value>51597009</value>
		<shrsOrPrnAmt>
			<sshPrnamt>122262</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>106253</Sole>
			<Shared>0</Shared>
			<None>16009</None>
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		<nameOfIssuer>COUPANG INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>22266T109</cusip>
		<value>50822296</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2154400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1872300</Sole>
			<Shared>0</Shared>
			<None>282100</None>
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	<infoTable>
		<nameOfIssuer>DATADOG INC</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>23804L103</cusip>
		<value>50635877</value>
		<shrsOrPrnAmt>
			<sshPrnamt>372350</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>323595</Sole>
			<Shared>0</Shared>
			<None>48755</None>
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		<nameOfIssuer>DOORDASH INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>25809K105</cusip>
		<value>30243007</value>
		<shrsOrPrnAmt>
			<sshPrnamt>133535</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116050</Sole>
			<Shared>0</Shared>
			<None>17485</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DUCOMMUN INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>264147109</cusip>
		<value>37135232</value>
		<shrsOrPrnAmt>
			<sshPrnamt>390363</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>339247</Sole>
			<Shared>0</Shared>
			<None>51116</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29362U104</cusip>
		<value>93148906</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1105625</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>960857</Sole>
			<Shared>0</Shared>
			<None>144768</None>
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		<nameOfIssuer>FLOOR &amp; DECOR HLDGS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>339750101</cusip>
		<value>56338290</value>
		<shrsOrPrnAmt>
			<sshPrnamt>925247</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>804097</Sole>
			<Shared>0</Shared>
			<None>121150</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HUBSPOT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>443573100</cusip>
		<value>63319121</value>
		<shrsOrPrnAmt>
			<sshPrnamt>157785</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>137125</Sole>
			<Shared>0</Shared>
			<None>20660</None>
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		<nameOfIssuer>JAMES HARDIE INDS PLC</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>G4253H101</cusip>
		<value>55892553</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2693617</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2340909</Sole>
			<Shared>0</Shared>
			<None>352708</None>
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		<nameOfIssuer>MARKETAXESS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>57060D108</cusip>
		<value>56313831</value>
		<shrsOrPrnAmt>
			<sshPrnamt>310697</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>270015</Sole>
			<Shared>0</Shared>
			<None>40682</None>
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		<nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>573284106</cusip>
		<value>63199990</value>
		<shrsOrPrnAmt>
			<sshPrnamt>101500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>88210</Sole>
			<Shared>0</Shared>
			<None>13290</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>573874104</cusip>
		<value>21885324</value>
		<shrsOrPrnAmt>
			<sshPrnamt>257535</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>223815</Sole>
			<Shared>0</Shared>
			<None>33720</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>30303M102</cusip>
		<value>41192916</value>
		<shrsOrPrnAmt>
			<sshPrnamt>62405</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>54235</Sole>
			<Shared>0</Shared>
			<None>8170</None>
		</votingAuthority>
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		<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>594918104</cusip>
		<value>75384268</value>
		<shrsOrPrnAmt>
			<sshPrnamt>155875</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>135465</Sole>
			<Shared>0</Shared>
			<None>20410</None>
		</votingAuthority>
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		<nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>874039100</cusip>
		<value>25538916</value>
		<shrsOrPrnAmt>
			<sshPrnamt>84040</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73042</Sole>
			<Shared>0</Shared>
			<None>10998</None>
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		<nameOfIssuer>UNION PAC CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>907818108</cusip>
		<value>97176375</value>
		<shrsOrPrnAmt>
			<sshPrnamt>420095</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>365089</Sole>
			<Shared>0</Shared>
			<None>55006</None>
		</votingAuthority>
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