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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA HEALTHCARE COMPANY IN COM 00404A109 9,451 120,883 SH   SOLE   120,883 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 29,345 114,051 SH   SOLE   114,051 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,017 87,719 SH   SOLE   87,719 0 0
ALLEGION PLC ORD SHS G0176J109 27,462 306,221 SH   SOLE   306,221 0 0
AMAZON COM INC COM 023135106 146,940 1,300,357 SH   SOLE   1,300,357 0 0
AMERICAN EXPRESS CO COM 025816109 49,026 363,400 SH   SOLE   363,400 0 0
ARAMARK COM 03852U106 49,935 1,600,488 SH   SOLE   1,600,488 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 29,494 476,100 SH   SOLE   476,100 0 0
BERKLEY W R CORP COM 084423102 55,525 859,782 SH   SOLE   859,782 0 0
BOOT BARN HLDGS INC COM 099406100 30,180 516,247 SH   SOLE   516,247 0 0
BRINKER INTL INC COM 109641100 7,873 315,192 SH   SOLE   315,192 0 0
BROWN & BROWN INC COM 115236101 58,667 970,025 SH   SOLE   970,025 0 0
BURLINGTON STORES INC COM 122017106 43,137 385,533 SH   SOLE   385,533 0 0
CBRE GROUP INC CL A 12504L109 44,575 660,269 SH   SOLE   660,269 0 0
CHUBB LIMITED COM H1467J104 65,329 359,188 SH   SOLE   359,188 0 0
CINEMARK HLDGS INC COM 17243V102 19,976 1,649,514 SH   SOLE   1,649,514 0 0
CINTAS CORP COM 172908105 27,947 71,994 SH   SOLE   71,994 0 0
D R HORTON INC COM 23331A109 79,174 1,175,558 SH   SOLE   1,175,558 0 0
DECKERS OUTDOOR CORP COM 243537107 83,734 267,855 SH   SOLE   267,855 0 0
DISCOVER FINL SVCS COM 254709108 49,772 547,427 SH   SOLE   547,427 0 0
DISNEY WALT CO COM 254687106 14,334 151,957 SH   SOLE   151,957 0 0
DOLLAR GEN CORP NEW COM 256677105 54,328 226,500 SH   SOLE   226,500 0 0
DOMINOS PIZZA INC COM 25754A201 38,993 125,703 SH   SOLE   125,703 0 0
ELEVANCE HEALTH INC COM 036752103 41,285 90,888 SH   SOLE   90,888 0 0
EQUINIX INC COM 29444U700 20,587 36,192 SH   SOLE   36,192 0 0
EXPEDIA GROUP INC COM NEW 30212P303 12,860 137,258 SH   SOLE   137,258 0 0
FACTSET RESH SYS INC COM 303075105 56,700 141,712 SH   SOLE   141,712 0 0
FASTENAL CO COM 311900104 14,703 319,362 SH   SOLE   319,362 0 0
FERRARI N V COM N3167Y103 38,214 206,560 SH   SOLE   206,560 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 60,378 798,968 SH   SOLE   798,968 0 0
FOX CORP CL A COM 35137L105 18,044 588,127 SH   SOLE   588,127 0 0
GENPACT LIMITED SHS G3922B107 85,980 1,964,365 SH   SOLE   1,964,365 0 0
HCA HEALTHCARE INC COM 40412C101 33,630 182,983 SH   SOLE   182,983 0 0
HOME DEPOT INC COM 437076102 56,746 205,646 SH   SOLE   205,646 0 0
HONEYWELL INTL INC COM 438516106 52,027 311,595 SH   SOLE   311,595 0 0
HUMANA INC COM 444859102 28,977 59,722 SH   SOLE   59,722 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 80,902 895,429 SH   SOLE   895,429 0 0
INTUIT COM 461202103 71,979 185,838 SH   SOLE   185,838 0 0
JD.COM INC SPON ADR CL A 47215P106 7,226 143,667 SH   SOLE   143,667 0 0
JPMORGAN CHASE & CO COM 46625H100 72,878 697,393 SH   SOLE   697,393 0 0
KKR & CO INC COM 48251W104 39,404 916,374 SH   SOLE   916,374 0 0
KROGER CO COM 501044101 22,890 523,206 SH   SOLE   523,206 0 0
LPL FINL HLDGS INC COM 50212V100 88,388 404,558 SH   SOLE   404,558 0 0
LULULEMON ATHLETICA INC COM 550021109 60,816 217,541 SH   SOLE   217,541 0 0
MARSH & MCLENNAN COS INC COM 571748102 89,273 597,986 SH   SOLE   597,986 0 0
MATCH GROUP INC NEW COM 57667L107 23,434 490,763 SH   SOLE   490,763 0 0
MCKESSON CORP COM 58155Q103 24,554 72,246 SH   SOLE   72,246 0 0
META PLATFORMS INC CL A 30303M102 20,526 151,283 SH   SOLE   151,283 0 0
MICROSOFT CORP COM 594918104 62,469 268,221 SH   SOLE   268,221 0 0
MORGAN STANLEY COM NEW 617446448 86,438 1,094,015 SH   SOLE   1,094,015 0 0
MURPHY USA INC COM 626755102 44,961 163,548 SH   SOLE   163,548 0 0
NASDAQ INC COM 631103108 26,635 469,924 SH   SOLE   469,924 0 0
OMNICOM GROUP INC COM 681919106 21,625 342,758 SH   SOLE   342,758 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 83,436 118,626 SH   SOLE   118,626 0 0
PINTEREST INC CL A 72352L106 10,849 465,618 SH   SOLE   465,618 0 0
PROGRESSIVE CORP COM 743315103 127,328 1,095,672 SH   SOLE   1,095,672 0 0
PTC INC COM 69370C100 16,970 162,241 SH   SOLE   162,241 0 0
SALESFORCE INC COM 79466L302 30,540 212,316 SH   SOLE   212,316 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 27,593 96,937 SH   SOLE   96,937 0 0
T-MOBILE US INC COM 872590104 39,692 295,833 SH   SOLE   295,833 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 16,967 155,664 SH   SOLE   155,664 0 0
THOMSON REUTERS CORP. COM NEW 884903709 90,304 879,984 SH   SOLE   879,984 0 0
TJX COS INC NEW COM 872540109 52,571 846,278 SH   SOLE   846,278 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104 15,617 810,859 SH   SOLE   810,859 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 49,757 343,605 SH   SOLE   343,605 0 0
TYLER TECHNOLOGIES INC COM 902252105 18,528 53,319 SH   SOLE   53,319 0 0
UBER TECHNOLOGIES INC COM 90353T100 13,483 508,811 SH   SOLE   508,811 0 0
ULTA BEAUTY INC COM 90384S303 91,325 227,635 SH   SOLE   227,635 0 0
VALVOLINE INC COM 92047W101 29,480 1,163,393 SH   SOLE   1,163,393 0 0
VEEVA SYS INC CL A COM 922475108 44,472 269,724 SH   SOLE   269,724 0 0
VERISK ANALYTICS INC COM 92345Y106 43,322 254,044 SH   SOLE   254,044 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 47,547 1,252,225 SH   SOLE   1,252,225 0 0
VISA INC COM CL A 92826C839 61,262 344,847 SH   SOLE   344,847 0 0
WALMART INC COM 931142103 105,667 814,707 SH   SOLE   814,707 0 0
WASTE CONNECTIONS INC COM 94106B101 65,428 484,188 SH   SOLE   484,188 0 0
WELLS FARGO CO NEW COM 949746101 63,716 1,584,199 SH   SOLE   1,584,199 0 0
WORKDAY INC CL A 98138H101 65,724 431,767 SH   SOLE   431,767 0 0