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
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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
ACTIVISION BLIZZARD INC COM 00507V109   30,991,378 367,632 SH   SOLE   367,632 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   36,972,467 246,664 SH   SOLE   246,664 0 0
AMAZON COM INC COM 023135106   43,376,638 332,745 SH   SOLE   332,745 0 0
AMERICAN EXPRESS CO COM 025816109   92,034,912 528,329 SH   SOLE   528,329 0 0
AMERICAN TOWER CORP NEW COM 03027X100   22,664,410 116,863 SH   SOLE   116,863 0 0
ARAMARK COM 03852U106   44,628,299 1,036,662 SH   SOLE   1,036,662 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   52,416,134 544,018 SH   SOLE   544,018 0 0
BOOKING HOLDINGS INC COM 09857L108   21,667,448 8,024 SH   SOLE   8,024 0 0
BOSTON SCIENTIFIC CORP COM 101137107   112,538,951 2,080,587 SH   SOLE   2,080,587 0 0
BRINKER INTL INC COM 109641100   24,425,632 667,367 SH   SOLE   667,367 0 0
BURLINGTON STORES INC COM 122017106   53,176,572 337,865 SH   SOLE   337,865 0 0
CBOE GLOBAL MKTS INC COM 12503M108   136,522,114 989,219 SH   SOLE   989,219 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   16,951,288 134,941 SH   SOLE   134,941 0 0
CINTAS CORP COM 172908105   6,285,080 12,644 SH   SOLE   12,644 0 0
CONSTELLATION BRANDS INC CL A 21036P108   85,745,293 348,374 SH   SOLE   348,374 0 0
COUPANG INC CL A 22266T109   26,458,945 1,520,629 SH   SOLE   1,520,629 0 0
CSX CORP COM 126408103   62,882,480 1,844,061 SH   SOLE   1,844,061 0 0
DECKERS OUTDOOR CORP COM 243537107   91,624,993 173,644 SH   SOLE   173,644 0 0
DICKS SPORTING GOODS INC COM 253393102   19,864,456 150,272 SH   SOLE   150,272 0 0
ECOLAB INC COM 278865100   61,329,345 328,509 SH   SOLE   328,509 0 0
ELEVANCE HEALTH INC COM 036752103   41,298,088 92,953 SH   SOLE   92,953 0 0
ENCOMPASS HEALTH CORP COM 29261A100   47,295,232 698,497 SH   SOLE   698,497 0 0
EVEREST RE GROUP LTD COM G3223R108   45,441,741 132,925 SH   SOLE   132,925 0 0
EXLSERVICE HOLDINGS INC COM 302081104   23,606,599 156,273 SH   SOLE   156,273 0 0
GARTNER INC COM 366651107   74,236,995 211,918 SH   SOLE   211,918 0 0
GLOBAL PMTS INC COM 37940X102   51,198,085 519,672 SH   SOLE   519,672 0 0
GLOBANT S A COM L44385109   11,715,408 65,187 SH   SOLE   65,187 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   11,704,528 153,845 SH   SOLE   153,845 0 0
HONEYWELL INTL INC COM 438516106   81,075,438 390,725 SH   SOLE   390,725 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   42,836,458 515,667 SH   SOLE   515,667 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   168,632,246 1,491,265 SH   SOLE   1,491,265 0 0
INTUIT COM 461202103   65,572,487 143,112 SH   SOLE   143,112 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   166,739,064 1,114,268 SH   SOLE   1,114,268 0 0
JPMORGAN CHASE & CO COM 46625H100   116,755,887 802,777 SH   SOLE   802,777 0 0
KKR & CO INC COM 48251W104   108,923,976 1,945,071 SH   SOLE   1,945,071 0 0
LOWES COS INC COM 548661107   70,139,209 310,763 SH   SOLE   310,763 0 0
LPL FINL HLDGS INC COM 50212V100   119,707,174 550,555 SH   SOLE   550,555 0 0
LULULEMON ATHLETICA INC COM 550021109   69,698,504 184,144 SH   SOLE   184,144 0 0
MACYS INC COM 55616P104   25,766,397 1,605,383 SH   SOLE   1,605,383 0 0
MCDONALDS CORP COM 580135101   108,811,924 364,639 SH   SOLE   364,639 0 0
META PLATFORMS INC CL A 30303M102   41,358,697 144,117 SH   SOLE   144,117 0 0
MICROSOFT CORP COM 594918104   43,137,564 126,674 SH   SOLE   126,674 0 0
MOODYS CORP COM 615369105   79,801,740 229,500 SH   SOLE   229,500 0 0
MURPHY USA INC COM 626755102   90,055,456 289,465 SH   SOLE   289,465 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   15,308,118 264,252 SH   SOLE   264,252 0 0
OMNICOM GROUP INC COM 681919106   23,525,552 247,247 SH   SOLE   247,247 0 0
PPG INDS INC COM 693506107   87,464,967 589,784 SH   SOLE   589,784 0 0
PROCTER AND GAMBLE CO COM 742718109   99,506,843 655,772 SH   SOLE   655,772 0 0
PTC INC COM 69370C100   65,177,100 458,026 SH   SOLE   458,026 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   25,853,351 138,609 SH   SOLE   138,609 0 0
ROSS STORES INC COM 778296103   91,066,155 812,148 SH   SOLE   812,148 0 0
SALESFORCE INC COM 79466L302   53,235,619 251,991 SH   SOLE   251,991 0 0
SEAWORLD ENTMT INC COM 81282V100   11,671,308 208,379 SH   SOLE   208,379 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   5,109,550 84,316 SH   SOLE   84,316 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   35,040,356 430,577 SH   SOLE   430,577 0 0
TEXAS ROADHOUSE INC COM 882681109   64,570,768 575,087 SH   SOLE   575,087 0 0
THE CIGNA GROUP COM 125523100   63,773,646 227,276 SH   SOLE   227,276 0 0
TRAVELERS COMPANIES INC COM 89417E109   34,464,911 198,462 SH   SOLE   198,462 0 0
ULTA BEAUTY INC COM 90384S303   34,839,089 74,032 SH   SOLE   74,032 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   31,783,082 201,452 SH   SOLE   201,452 0 0
VALVOLINE INC COM 92047W101   47,344,072 1,262,172 SH   SOLE   1,262,172 0 0
VISA INC COM CL A 92826C839   44,252,498 186,342 SH   SOLE   186,342 0 0
WALMART INC COM 931142103   163,081,952 1,037,549 SH   SOLE   1,037,549 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   21,221,945 813,413 SH   SOLE   813,413 0 0
WORKDAY INC CL A 98138H101   22,838,383 101,104 SH   SOLE   101,104 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   30,630,084 282,383 SH   SOLE   282,383 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   48,578,348 708,449 SH   SOLE   708,449 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   73,664,282 505,936 SH   SOLE   505,936 0 0