The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| BLOCK H & R INC | COM | 093671105 | 27,036,800 | 710,000 | SH | SOLE | 710,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 38,678,080 | 217,000 | SH | SOLE | 217,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 87,781,750 | 2,575,000 | SH | SOLE | 2,575,000 | 0 | 0 | ||
| CARRIER GLOBAL CORP | COM | 14448C104 | 28,973,250 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| CME GROUP INC | COM | 12572Q105 | 47,257,620 | 214,000 | SH | SOLE | 214,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 23,679,600 | 840,000 | SH | SOLE | 840,000 | 0 | 0 | ||
| GARRETT MOTION INC | COM | 366505105 | 68,837,000 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| LYFT INC | COM CL A | 55087P104 | 32,872,500 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| PAYCHEX INC | COM | 704326107 | 24,090,850 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| PHINIA INC | COM | 71880K101 | 31,300,600 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| VEEVA SYS INC | COM CL A | 922475108 | 28,395,200 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 22,300,850 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||