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
Expires: July 31, 2015
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
GALLAGHER ARTHUR J & CO COM 363576109 11,560,667 44,672 SH SOLE 44,672 0 0
AMAZON COM INC COM 023135106 17,616,644 76,322 SH SOLE 76,322 0 0
API GROUP CORP COM STK 00187Y100 18,414,385 481,296 SH SOLE 481,296 0 0
GE AEROSPACE COM NEW 369604301 13,915,255 45,175 SH SOLE 45,175 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 26,019,967 90,583 SH SOLE 90,583 0 0
LINDE PLC SHS G54950103 23,367,451 54,803 SH SOLE 54,803 0 0
MOODYS CORP COM 615369105 13,725,518 26,868 SH SOLE 26,868 0 0
MARTIN MARIETTA MATLS INC COM 573284106 15,453,176 24,818 SH SOLE 24,818 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 13,500,631 148,017 SH SOLE 148,017 0 0
PLANET FITNESS INC CL A 72703H101 15,515,983 143,044 SH SOLE 143,044 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 18,832,671 61,972 SH SOLE 61,972 0 0