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
AFFIRM HLDGS INC COM CL A 00827B106 3,008,298 36,889 SH SOLE 36,889 0 0
AON PLC SHS CL A G0403H108 81,369,527 245,318 SH SOLE 245,318 0 0
BOOKING HOLDINGS INC COM 09857L108 66,391,905 372,486 SH SOLE 372,486 0 0
CBIZ INC COM 124805102 34,271,256 1,068,306 SH SOLE 1,068,306 0 0
THE CIGNA GROUP COM 125523100 16,900,287 61,304 SH SOLE 61,304 0 0
THE CIGNA GROUP COM 125523100 250,400,144 908,300 SH Call SOLE 908,300 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 51,759,418 551,865 SH SOLE 551,865 0 0
CORPAY INC COM SHS 219948106 105,069,366 315,268 SH SOLE 315,268 0 0
CARVANA CO CL A 146869102 5,132,578 77,979 SH SOLE 77,979 0 0
DOORDASH INC CL A 25809K105 2,928,491 15,870 SH SOLE 15,870 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108 7,199,188 398,847 SH SOLE 398,847 0 0
ALPHABET INC CAP STK CL C 02079K107 163,591,790 463,000 SH Call SOLE 463,000 0 0
HCA HEALTHCARE INC COM 40412C101 93,160,317 238,940 SH SOLE 238,940 0 0
HURON CONSULTING GROUP INC COM 447462102 44,995,159 499,059 SH SOLE 499,059 0 0
KLAVIYO INC COM SER A 49845K101 1,012,772 67,071 SH SOLE 67,071 0 0
MEDPACE HLDGS INC COM 58506Q109 1,630,608 3,079 SH SOLE 3,079 0 0
MICROSOFT CORP COM 594918104 21,466,555 57,548 SH SOLE 57,548 0 0
MICROSOFT CORP COM 594918104 31,967,814 85,700 SH Call SOLE 85,700 0 0
SERVICENOW INC COM 81762P102 34,408,562 346,581 SH SOLE 346,581 0 0
PROGRESSIVE CORP COM 743315103 113,899,612 521,399 SH SOLE 521,399 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 75,453,600 747,954 SH SOLE 747,954 0 0
ROOT INC COM CL A 77664L207 1,429,651 25,566 SH SOLE 25,566 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 73,733,409 985,609 SH SOLE 985,609 0 0
LATHAM GROUP INC COM 51819L107 2,129,840 329,187 SH SOLE 329,187 0 0
THREDUP INC CL A 88556E102 9,256,035 1,351,246 SH SOLE 1,351,246 0 0
TOAST INC CL A 888787108 2,294,566 82,479 SH SOLE 82,479 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,554,825 35,405 SH SOLE 35,405 0 0
UNITEDHEALTH GROUP INC COM 91324P102 26,989,350 64,936 SH SOLE 64,936 0 0
WAYFAIR INC CL A 94419L101 7,757,920 83,942 SH SOLE 83,942 0 0
BERKLEY W R CORP COM 084423102 6,272,021 88,927 SH SOLE 88,927 0 0
ZSCALER INC COM 98980G102 1,528,513 10,829 SH SOLE 10,829 0 0