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
ALPHABET INC CAP STK CL C 02079K107 16,682 173,495 SH   SOLE   173,495 0 0
CHURCHILL DOWNS INC COM 171484108 36,589 198,690 SH   SOLE   198,690 0 0
GILDAN ACTIVEWEAR INC COM 375916103 22,624 800,291 SH   SOLE   800,291 0 0
KBR INC COM 48242W106 11,581 267,951 SH   SOLE   267,951 0 0
KKR & CO INC COM 48251W104 45,481 1,057,700 SH   SOLE   1,057,700 0 0
LKQ CORP COM 501889208 5,857 124,212 SH   SOLE   124,212 0 0
P10 INC COM CL A 69376K106 16,314 1,550,764 SH   SOLE   1,550,764 0 0
S&P GLOBAL INC COM 78409V104 31,677 103,741 SH   SOLE   103,741 0 0
SCHWAB CHARLES CORP COM 808513105 18,676 259,855 SH   SOLE   259,855 0 0
TRANSDIGM GROUP INC COM 893641100 31,351 59,736 SH   SOLE   59,736 0 0
VERISIGN INC COM 92343E102 20,290 116,812 SH   SOLE   116,812 0 0
VICI PPTYS INC COM 925652109 15,171 508,226 SH   SOLE   508,226 0 0
VISA INC COM CL A 92826C839 27,046 152,245 SH   SOLE   152,245 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 66,407 1,646,595 SH   SOLE   1,646,595 0 0