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
ALLSTATE CORP COM 020002101   54,092,127 496,076 SH   SOLE   496,076 0 0
ALPHABET INC CAP STK CL A 02079K305   103,232,991 862,431 SH   SOLE   862,431 0 0
ATI INC COM 01741R102   10,319,390 233,312 SH   SOLE   233,312 0 0
CSX CORP COM 126408103   82,116,483 2,408,108 SH   SOLE   2,408,108 0 0
EQUIFAX INC COM 294429105   65,822,822 279,740 SH   SOLE   279,740 0 0
EXPEDIA GROUP INC COM NEW 30212P303   82,819,388 757,102 SH   SOLE   757,102 0 0
GENERAL ELECTRIC CO COM NEW 369604301   85,826,574 781,307 SH   SOLE   781,307 0 0
HALEON PLC SPON ADS 405552100   62,170,851 7,418,956 SH   SOLE   7,418,956 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   97,932,444 672,844 SH   SOLE   672,844 0 0
INTUIT COM 461202103   94,056,327 205,278 SH   SOLE   205,278 0 0
LENNAR CORP CL A 526057104   58,269,150 465,000 SH   SOLE   465,000 0 0
LUMEN TECHNOLOGIES INC COM 550241103   1,661,100 735,000 SH   SOLE   735,000 0 0
META PLATFORMS INC CL A 30303M102   112,204,875 390,985 SH   SOLE   390,985 0 0
MICROSOFT CORP COM 594918104   123,277,183 362,005 SH   SOLE   362,005 0 0
NETFLIX INC COM 64110L106   30,834,300 70,000 SH   SOLE   70,000 0 0
NVIDIA CORPORATION COM 67066G104   49,061,860 115,980 SH   SOLE   115,980 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   108,766,754 1,805,557 SH   SOLE   1,805,557 0 0
PROGRESSIVE CORP COM 743315103   81,074,375 612,483 SH   SOLE   612,483 0 0
PTC INC COM 69370C100   105,037,180 738,139 SH   SOLE   738,139 0 0
SAIA INC COM 78709Y105   87,541,568 255,663 SH   SOLE   255,663 0 0
SALESFORCE INC COM 79466L302   106,531,658 504,268 SH   SOLE   504,268 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   50,410,448 499,509 SH   SOLE   499,509 0 0
TRANSUNION COM 89400J107   69,197,035 883,404 SH   SOLE   883,404 0 0
VISA INC COM CL A 92826C839   98,262,337 413,771 SH   SOLE   413,771 0 0
VULCAN MATLS CO COM 929160109   74,802,119 331,805 SH   SOLE   331,805 0 0
WORKDAY INC CL A 98138H101   64,105,549 283,791 SH   SOLE   283,791 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   65,240,041 601,457 SH   SOLE   601,457 0 0