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
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 88,081,384 791,316 SH SOLE 718,650 72,666 0
JAMES HARDIE INDS PLC ORD SHS G4253H101 105,114,454 4,015,067 SH SOLE 3,632,728 382,339 0
AMAZON COM INC COM 023135106 82,816,953 347,474 SH SOLE 314,389 33,085 0
APOLLO GLOBAL MGMT INC COM 03769M106 13,296,269 112,385 SH SOLE 101,685 10,700 0
CARVANA CO CL A 146869102 39,793,390 604,579 SH SOLE 547,017 57,562 0
DATADOG INC CL A COM 23804L103 38,543,695 148,040 SH SOLE 133,946 14,094 0
HUBSPOT INC COM 443573100 60,556,088 331,796 SH SOLE 300,206 31,590 0
MARKETAXESS HLDGS INC COM 57060D108 28,044,741 247,112 SH SOLE 220,812 26,300 0
MARTIN MARIETTA MATLS INC COM 573284106 94,319,285 163,550 SH SOLE 147,980 15,570 0
MICROSOFT CORP COM 594918104 62,422,659 167,344 SH SOLE 151,411 15,933 0
UNION PAC CORP COM 907818108 89,230,960 328,055 SH SOLE 296,819 31,236 0
COUPANG INC CL A 22266T109 70,084,979 4,034,829 SH SOLE 3,650,677 384,152 0
DOORDASH INC CL A 25809K105 71,069,884 385,140 SH SOLE 348,470 36,670 0
FLOOR & DECOR HLDGS INC CL A 339750101 79,961,541 1,347,061 SH SOLE 1,218,804 128,257 0
META PLATFORMS INC CL A 30303M102 79,236,314 140,667 SH SOLE 127,274 13,393 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 97,423,325 203,998 SH SOLE 184,577 19,421 0
BROADCOM INC COM 11135F101 41,824,480 110,720 SH SOLE 100,160 10,560 0
NVIDIA CORPORATION COM 67066G104 65,797,396 328,839 SH SOLE 297,539 31,300 0