The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| WASTE CONNECTIONS INC | COM | 94106B101 | 35,522,433 | 181,989 | SH | SOLE | 181,989 | 0 | 0 | |||
| BROWN & BROWN INC | COM | 115236101 | 23,025,694 | 185,094 | SH | SOLE | 185,094 | 0 | 0 | |||
| REPUBLIC SVCS INC | COM | 760759100 | 20,052,785 | 82,808 | SH | SOLE | 82,808 | 0 | 0 | |||
| COSTAR GROUP INC | COM | 22160N109 | 19,366,585 | 244,435 | SH | SOLE | 244,435 | 0 | 0 | |||
| AUTODESK INC | COM | 052769106 | 18,361,081 | 70,134 | SH | SOLE | 70,134 | 0 | 0 | |||
| FISERV INC | COM | 337738108 | 16,783,080 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | |||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 16,288,140 | 94,424 | SH | SOLE | 94,424 | 0 | 0 | |||
| HEICO CORP NEW | CL A | 422806208 | 11,840,058 | 56,122 | SH | SOLE | 56,122 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 6,572,833 | 11,750 | SH | SOLE | 11,750 | 0 | 0 | |||
| CASELLA WASTE SYS INC | CL A | 147448104 | 5,450,051 | 48,875 | SH | SOLE | 48,875 | 0 | 0 | |||
| I3 VERTICALS INC | COM CL A | 46571Y107 | 5,289,248 | 214,400 | SH | SOLE | 214,400 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 5,015,682 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | |||
| VIVID SEATS INC | COM CL A | 92854T100 | 2,127,281 | 718,676 | SH | SOLE | 718,676 | 0 | 0 | |||