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
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 9,317,084 123,700 SH   SOLE   123,700 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 43,215,005 161,951 SH   SOLE   161,951 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 26,215,687 77,900 SH   SOLE   77,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 9,394,435 145,043 SH   SOLE   145,043 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 1,810,968 36,600 SH   SOLE   36,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 5,109,220 58,000 SH   SOLE   58,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 16,940,160 192,000 SH   SOLE   192,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 13,860,000 165,000 SH   SOLE   165,000 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 546,045 5,900 SH   SOLE   5,900 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 30,900,630 225,092 SH   SOLE   225,092 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 4,179,736 40,651 SH   SOLE   40,651 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 19,931,175 82,500 SH   SOLE   82,500 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 28,723,398 95,700 SH   SOLE   95,700 0 0
APPLE INC COM 037833100 BBG001S5N8V8 12,083,490 93,000 SH   SOLE   93,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 2,936,499 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 BBG001S78MT3 14,179,323 128,926 SH   SOLE   128,926 0 0
ASGN INC COM 00191U102 BBG001S71HP5 1,637,748 20,100 SH   SOLE   20,100 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 3,699,933 30,300 SH   SOLE   30,300 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 11,260,800 340,000 SH   SOLE   340,000 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 47,427,688 653,544 SH   SOLE   653,544 0 0
BIO RAD LABS INC CL A 090572207 BBG001S625W4 5,718,664 13,600 SH   SOLE   13,600 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 8,589,670 83,000 SH   SOLE   83,000 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 6,677,100 90,000 SH   SOLE   90,000 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 10,481,471 5,201 SH   SOLE   5,201 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 2,801,034 5,010 SH   SOLE   5,010 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 1,593,127 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 59,315,517 369,245 SH   SOLE   369,245 0 0
CALAVO GROWERS INC COM 128246105 BBG001S9FP96 1,102,500 37,500 SH   SOLE   37,500 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 4,571,610 19,400 SH   SOLE   19,400 0 0
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 4,706,000 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 BBG001S5YY67 26,037,099 302,300 SH   SOLE   302,300 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG001S7Q271 3,704,300 17,000 SH   SOLE   17,000 0 0
CHEMED CORP NEW COM 16359R103 BBG001S679X0 40,527,632 79,399 SH   SOLE   79,399 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 29,155,140 137,895 SH   SOLE   137,895 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 75,635,963 167,477 SH   SOLE   167,477 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 2,623,340 58,000 SH   SOLE   58,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 2,618,860 74,000 SH   SOLE   74,000 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 1,277,388 11,100 SH   SOLE   11,100 0 0
CONCENTRIX CORP COM 20602D101 BBG00RCNQMY2 2,090,612 15,700 SH   SOLE   15,700 0 0
CONMED CORP COM 207410101 BBG001S5PZH2 2,012,128 22,700 SH   SOLE   22,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 2,317,500 10,000 SH   SOLE   10,000 0 0
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 5,687,524 17,200 SH   SOLE   17,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 29,124,700 63,800 SH   SOLE   63,800 0 0
CROCS INC COM 227046109 BBG001SDGFR8 7,774,431 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 4,738,050 45,000 SH   SOLE   45,000 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 33,001,792 124,338 SH   SOLE   124,338 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 3,548,880 108,000 SH   SOLE   108,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 14,147,300 230,000 SH   SOLE   230,000 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 9,738,640 86,000 SH   SOLE   86,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 19,288,883 141,021 SH   SOLE   141,021 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 6,342,240 73,000 SH   SOLE   73,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 3,417,000 300,000 SH   SOLE   300,000 0 0
DYCOM INDS INC COM 267475101 BBG001S6MGW8 1,029,600 11,000 SH   SOLE   11,000 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 8,573,047 58,897 SH   SOLE   58,897 0 0
ENERSYS COM 29275Y102 BBG001SLVXW8 4,068,584 55,100 SH   SOLE   55,100 0 0
ENPRO INDS INC COM 29355X107 BBG001SCK8H2 2,869,416 26,400 SH   SOLE   26,400 0 0
ENSIGN GROUP INC COM 29358P101 BBG001SPNL09 6,745,693 71,300 SH   SOLE   71,300 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 27,156,536 82,860 SH   SOLE   82,860 0 0
EPLUS INC COM 294268107 BBG001S99YL0 8,138,664 183,800 SH   SOLE   183,800 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 23,126,800 358,000 SH   SOLE   358,000 0 0
EVERBRIDGE INC COM 29978A104 BBG0022FMPG2 1,618,026 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 12,625,050 255,000 SH   SOLE   255,000 0 0
EXELIXIS INC COM 30161Q104 BBG001SD42W4 14,756,800 920,000 SH   SOLE   920,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 13,469,685 79,500 SH   SOLE   79,500 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 33,591,510 339,000 SH   SOLE   339,000 0 0
FABRINET SHS G3323L100 BBG001SP57F4 4,167,150 32,500 SH   SOLE   32,500 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 42,259,748 70,600 SH   SOLE   70,600 0 0
FIRST FINL BANKSHARES INC COM 32020R109 BBG001S7HCY9 7,103,462 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 25,442,149 251,728 SH   SOLE   251,728 0 0
FIVE9 INC COM 338307101 BBG001V0P7K7 5,693,454 83,900 SH   SOLE   83,900 0 0
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 1,941,180 24,341 SH   SOLE   24,341 0 0
FTI CONSULTING INC COM 302941109 BBG001SCJVR2 5,748,560 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 BBG001S5SD60 40,612,771 120,821 SH   SOLE   120,821 0 0
GATX CORP COM 361448103 BBG001S5RM34 1,222,910 11,500 SH   SOLE   11,500 0 0
GENERAC HLDGS INC COM 368736104 BBG001T5VGH6 2,013,200 20,000 SH   SOLE   20,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 9,614,640 28,000 SH   SOLE   28,000 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 2,040,000 75,000 SH   SOLE   75,000 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 BBG001S5RTV8 2,385,600 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 9,768,892 63,583 SH   SOLE   63,583 0 0
HELEN OF TROY LTD COM G4388N106 BBG001S5RVH9 2,550,930 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 11,711,256 66,708 SH   SOLE   66,708 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 3,163,550 25,036 SH   SOLE   25,036 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 3,158,600 10,000 SH   SOLE   10,000 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 38,389,036 94,100 SH   SOLE   94,100 0 0
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 912,457 9,100 SH   SOLE   9,100 0 0
INSPERITY INC COM 45778Q107 BBG001S894P4 3,169,440 27,900 SH   SOLE   27,900 0 0
INSULET CORP COM 45784P101 BBG001SRF439 2,943,900 10,000 SH   SOLE   10,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 3,328,100 46,000 SH   SOLE   46,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 BBG001V0G1G5 2,412,150 195,000 SH   SOLE   195,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 41,733,817 406,802 SH   SOLE   406,802 0 0
INTUIT COM 461202103 BBG001S6TWR2 48,461,782 124,510 SH   SOLE   124,510 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 26,822,765 130,913 SH   SOLE   130,913 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 BBG001TSQV70 1,901,501 20,300 SH   SOLE   20,300 0 0
J & J SNACK FOODS CORP COM 466032109 BBG001S5SH98 19,417,387 129,700 SH   SOLE   129,700 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 BBG001SQLKR2 958,965 10,500 SH   SOLE   10,500 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 7,244,753 54,025 SH   SOLE   54,025 0 0
KADANT INC COM 48282T104 BBG001S8PRM8 2,398,005 13,500 SH   SOLE   13,500 0 0
LANCASTER COLONY CORP COM 513847103 BBG001S5SPQ1 1,104,880 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 BBG001S5RWM1 5,506,020 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 10,048,455 40,500 SH   SOLE   40,500 0 0
LCI INDS COM 50189K103 BBG001S8G4D9 2,218,800 24,000 SH   SOLE   24,000 0 0
LENNOX INTL INC COM 526107107 BBG001S5SST2 23,396,694 97,800 SH   SOLE   97,800 0 0
LITTELFUSE INC COM 537008104 BBG001S744B6 2,025,840 9,200 SH   SOLE   9,200 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 7,368,740 23,000 SH   SOLE   23,000 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 1,983,600 180,000 SH   SOLE   180,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 21,694,428 131,100 SH   SOLE   131,100 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 21,318,660 61,308 SH   SOLE   61,308 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 9,335,250 225,000 SH   SOLE   225,000 0 0
MAXIMUS INC COM 577933104 BBG001S6G4K5 2,632,547 35,900 SH   SOLE   35,900 0 0
MEDIFAST INC COM 58470H101 BBG001SD45H4 784,380 6,800 SH   SOLE   6,800 0 0
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 3,377,319 15,900 SH   SOLE   15,900 0 0
MERCURY SYS INC COM 589378108 BBG001SBFLT8 2,250,422 50,300 SH   SOLE   50,300 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 13,842,109 115,025 SH   SOLE   115,025 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 20,959,025 14,500 SH   SOLE   14,500 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 2,099,160 42,000 SH   SOLE   42,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 14,629,020 61,000 SH   SOLE   61,000 0 0
MONRO INC COM 610236101 BBG001S62LS4 1,193,280 26,400 SH   SOLE   26,400 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 26,827,611 104,100 SH   SOLE   104,100 0 0
MSCI INC COM 55354G100 BBG001SV8B05 6,047,210 13,000 SH   SOLE   13,000 0 0
NEOGEN CORP COM 640491106 BBG001S67B47 3,357,636 220,462 SH   SOLE   220,462 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 9,439,109 32,010 SH   SOLE   32,010 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 9,093,674 108,776 SH   SOLE   108,776 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 3,744,320 32,000 SH   SOLE   32,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 9,063,314 62,018 SH   SOLE   62,018 0 0
OKTA INC CL A 679295105 BBG001YV1SN3 6,696,340 98,000 SH   SOLE   98,000 0 0
OMNICELL COM COM 68213N109 BBG001SF6Z45 2,833,604 56,200 SH   SOLE   56,200 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 11,323,980 159,000 SH   SOLE   159,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 BBG00JG0FG08 1,865,900 235,000 SH   SOLE   235,000 0 0
PENUMBRA INC COM 70975L107 BBG001TRHPB0 4,026,526 18,100 SH   SOLE   18,100 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 17,589,695 77,016 SH   SOLE   77,016 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M26 3,364,760 42,700 SH   SOLE   42,700 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 33,558,630 111,000 SH   SOLE   111,000 0 0
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 3,219,314 22,700 SH   SOLE   22,700 0 0
QUAKER HOUGHTON COM 747316107 BBG001S969X5 4,456,230 26,700 SH   SOLE   26,700 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 9,788,294 89,033 SH   SOLE   89,033 0 0
QUALYS INC COM 74758T303 BBG001SYH860 2,435,391 21,700 SH   SOLE   21,700 0 0
RAPID7 INC COM 753422104 BBG009DFHWH5 1,746,572 51,400 SH   SOLE   51,400 0 0
RBC BEARINGS INC COM 75524B104 BBG001SNYTV1 10,990,875 52,500 SH   SOLE   52,500 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 35,398,339 274,427 SH   SOLE   274,427 0 0
REVANCE THERAPEUTICS INC COM 761330109 BBG001V0GBC7 3,138,200 170,000 SH   SOLE   170,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 2,948,800 160,000 SH   SOLE   160,000 0 0
RLI CORP COM 749607107 BBG001S5VQ58 22,972,250 175,000 SH   SOLE   175,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 4,558,400 560,000 SH   SOLE   560,000 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 3,174,600 78,000 SH   SOLE   78,000 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 8,442,530 231,049 SH   SOLE   231,049 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 31,356,339 72,569 SH   SOLE   72,569 0 0
RUSH ENTERPRISES INC CL A 781846209 BBG001SKX0D1 1,693,872 32,400 SH   SOLE   32,400 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 52,080,490 155,492 SH   SOLE   155,492 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 31,211,686 235,400 SH   SOLE   235,400 0 0
SANMINA CORPORATION COM 801056102 BBG001S5SYJ0 916,640 16,000 SH   SOLE   16,000 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 2,419,053 27,300 SH   SOLE   27,300 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 36,133,959 93,064 SH   SOLE   93,064 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 3,505,710 101,000 SH   SOLE   101,000 0 0
SILGAN HOLDINGS INC COM 827048109 BBG001S6VPD9 8,947,584 172,600 SH   SOLE   172,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D67 2,639,700 22,500 SH   SOLE   22,500 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 4,251,250 475,000 SH   SOLE   475,000 0 0
SPLUNK INC COM 848637104 BBG001TWMNG3 7,662,010 89,000 SH   SOLE   89,000 0 0
SPS COMM INC COM 78463M107 BBG001T65R07 13,420,935 104,500 SH   SOLE   104,500 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 3,968,000 40,000 SH   SOLE   40,000 0 0
STIFEL FINL CORP COM 860630102 BBG001S5W081 6,095,112 104,422 SH   SOLE   104,422 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 7,914,386 32,371 SH   SOLE   32,371 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 16,796,889 52,607 SH   SOLE   52,607 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 2,026,794 21,400 SH   SOLE   21,400 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 50,828,561 127,100 SH   SOLE   127,100 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 6,124,017 49,716 SH   SOLE   49,716 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 3,783,520 41,600 SH   SOLE   41,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 54,518,310 99,000 SH   SOLE   99,000 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 3,818,356 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 BBG001S5WX98 4,256,320 37,600 SH   SOLE   37,600 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 63,342,790 100,600 SH   SOLE   100,600 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 2,709,120 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 BBG001SDZPT3 3,756,120 55,400 SH   SOLE   55,400 0 0
TWILIO INC CL A 90138F102 BBG0029ZX859 4,308,480 88,000 SH   SOLE   88,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 33,510,328 103,937 SH   SOLE   103,937 0 0
U S PHYSICAL THERAPY COM 90337L108 BBG001S71ZL9 6,304,134 77,800 SH   SOLE   77,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 16,571,944 670,115 SH   SOLE   670,115 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 8,919,366 19,015 SH   SOLE   19,015 0 0
UNIFIRST CORP MASS COM 904708104 BBG001S5X2B2 3,126,438 16,200 SH   SOLE   16,200 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 33,982,896 164,113 SH   SOLE   164,113 0 0
VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 2,383,500 10,000 SH   SOLE   10,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 12,128,760 42,000 SH   SOLE   42,000 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 16,415,773 79,013 SH   SOLE   79,013 0 0
VISTEON CORP COM NEW 92839U206 BBG001TCM086 2,158,695 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 BBG001T0JGM5 3,052,872 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 17,163,604 129,478 SH   SOLE   129,478 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG001S6N6Y7 7,771,686 53,147 SH   SOLE   53,147 0 0
WINGSTOP INC COM 974155103 BBG008N298X9 3,000,116 21,800 SH   SOLE   21,800 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 8,984,730 93,000 SH   SOLE   93,000 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 8,533,830 51,000 SH   SOLE   51,000 0 0
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 6,415,308 76,400 SH   SOLE   76,400 0 0
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 3,108,630 39,300 SH   SOLE   39,300 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 3,663,750 25,000 SH   SOLE   25,000 0 0