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
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG000G7CDN9 36,566,389 321,378 SH   SOLE   321,378 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG000D0SMY8 49,612,581 737,295 SH   SOLE   737,295 0 0
CREDIT ACCEP CORP MICH COM 225310101 BBG000CS0D96 5,161,077 10,161 SH   SOLE   10,161 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 BBG011RWTYW5 36,838,403 1,977,370 SH   SOLE   1,977,370 0 0
FISERV INC COM 337738108 BBG000BJKPG0 52,842,469 418,886 SH   SOLE   418,886 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 BBG000BJDPF9 28,645,212 5,583,862 SH   SOLE   5,583,862 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 50,203,631 146,820 SH   SOLE   146,820 0 0
MASIMO CORP COM 574795100 BBG000C3W281 21,761,738 132,250 SH   SOLE   132,250 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 61,275,396 213,518 SH   SOLE   213,518 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 29,487,018 86,589 SH   SOLE   86,589 0 0
PROLOGIS INC. COM 74340W103 BBG000B9Z0J8 32,441,031 264,544 SH   SOLE   264,544 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 BBG000BVPG41 23,741,642 608,604 SH   SOLE   608,604 0 0
RH COM 74967X103 BBG002293PJ4 35,682,732 108,264 SH   SOLE   108,264 0 0
SOTERA HEALTH CO COM 83601L102 BBG008LZG0Z5 68,887,951 3,656,473 SH   SOLE   3,656,473 0 0
SPIRIT AIRLS INC COM 848577102 BBG000BF6RQ9 19,631,915 1,144,051 SH   SOLE   1,144,051 0 0