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
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 28,992,288 278,772 SH   SOLE   278,772 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 50,069,998 194,787 SH   SOLE   194,787 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG001S7JJL6 23,856,308 718,780 SH   SOLE   718,780 0 0
KBR INC COM 48242W106 BBG001SP11V3 39,526,395 718,009 SH   SOLE   718,009 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 46,180,836 879,300 SH   SOLE   879,300 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 36,594,233 106,141 SH   SOLE   106,141 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 17,467,978 309,332 SH   SOLE   309,332 0 0
TEMPUR SEALY INTL INC COM 88023U101 BBG001SH81D4 8,108,679 205,335 SH   SOLE   205,335 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 44,014,415 59,717 SH   SOLE   59,717 0 0
VERISIGN INC COM 92343E102 BBG001S7BCF6 17,647,534 83,507 SH   SOLE   83,507 0 0
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 15,592,262 477,997 SH   SOLE   477,997 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 28,377,748 125,866 SH   SOLE   125,866 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 45,335,210 967,048 SH   SOLE   967,048 0 0