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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   14,794,586 26,631 SH   SOLE 0 26,631 0 0
ALPHABET INC CAP STK CL C 02079K107   10,689,718 58,280 SH   SOLE 0 58,280 0 0
AVANTOR INC COM 05352A100   13,592,422 641,152 SH   SOLE 0 641,152 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   18,391,973 119,506 SH   SOLE 0 119,506 0 0
BROWN & BROWN INC COM 115236101   12,825,239 143,443 SH   SOLE 0 143,443 0 0
CME GROUP INC COM 12572Q105   17,359,780 88,300 SH   SOLE 0 88,300 0 0
DOLLAR GEN CORP NEW COM 256677105   5,392,736 40,783 SH   SOLE 0 40,783 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   11,243,149 1,214,163 SH   SOLE 0 1,214,163 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   23,184,778 250,999 SH   SOLE 0 250,999 0 0
EXPEDIA GROUP INC COM NEW 30212P303   10,437,516 82,844 SH   SOLE 0 82,844 0 0
EXXON MOBIL CORP COM 30231G102   9,941,072 86,354 SH   SOLE 0 86,354 0 0
FLUTTER ENTMT PLC SHS G3643J108   4,847,676 26,583 SH   SOLE 0 26,583 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   4,113,420 754,756 SH   SOLE 0 754,756 0 0
HCA HEALTHCARE INC COM 40412C101   14,435,432 44,931 SH   SOLE 0 44,931 0 0
ICON PLC SHS G4705A100   25,830,868 82,403 SH   SOLE 0 82,403 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   25,241,968 184,396 SH   SOLE 0 184,396 0 0
INTUIT COM 461202103   24,791,933 37,723 SH   SOLE 0 37,723 0 0
MARKETAXESS HLDGS INC COM 57060D108   5,638,703 28,119 SH   SOLE 0 28,119 0 0
MSCI INC COM 55354G100   18,744,411 38,909 SH   SOLE 0 38,909 0 0
QUANTA SVCS INC COM 74762E102   17,235,179 67,831 SH   SOLE 0 67,831 0 0
RB GLOBAL INC COM 74935Q107   8,898,002 116,527 SH   SOLE 0 116,527 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   14,223,347 36,660 SH   SOLE 0 36,660 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   12,731,166 23,022 SH   SOLE 0 23,022 0 0
TRADEWEB MKTS INC CL A 892672106   17,960,004 169,434 SH   SOLE 0 169,434 0 0
TRANSUNION COM 89400J107   16,984,716 229,028 SH   SOLE 0 229,028 0 0
VISA INC COM CL A 92826C839   22,124,384 84,293 SH   SOLE 0 84,293 0 0