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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 61,843,600 | 594,650 | SH | SOLE | 594,650 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 69,927,330 | 677,000 | SH | SOLE | 677,000 | 0 | 0 | |||
| DOCEBO INC | COM | 25609L105 | 13,451,493 | 330,179 | SH | SOLE | 330,179 | 0 | 0 | |||
| FERGUSON PLC NEW | SHS | G3421J106 | 37,383,125 | 279,500 | SH | SOLE | 279,500 | 0 | 0 | |||
| MISTER CAR WASH INC | COM | 60646V105 | 26,722,000 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 55,533,032 | 75,345 | SH | SOLE | 75,345 | 0 | 0 | |||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 21,802,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| VAPOTHERM INC | COM | 922107107 | 2,962,092 | 4,488,018 | SH | SOLE | 4,488,018 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 72,640,118 | 351,700 | SH | SOLE | 351,700 | 0 | 0 | |||