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 28,947,274 239,293 SH   SOLE   239,293 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 65,560,204 471,080 SH   SOLE   471,080 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG001S7JJL6 34,047,084 1,056,051 SH   SOLE   1,056,051 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 13,760,629 165,651 SH   SOLE   165,651 0 0
KBR INC COM 48242W106 BBG001SP11V3 55,870,665 858,756 SH   SOLE   858,756 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 53,331,600 952,350 SH   SOLE   952,350 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 42,072,203 104,947 SH   SOLE   104,947 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 39,386,849 649,948 SH   SOLE   649,948 0 0
TEMPUR SEALY INTL INC COM 88023U101 BBG001SH81D4 23,815,605 594,350 SH   SOLE   594,350 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 63,923,319 71,489 SH   SOLE   71,489 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 17,094,428 41,046 SH   SOLE   41,046 0 0
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 19,852,571 631,644 SH   SOLE   631,644 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 35,747,627 150,529 SH   SOLE   150,529 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 39,785,127 832,499 SH   SOLE   832,499 0 0