Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MASTERCARD INC,MA,cl a,Sell,57636Q104,2092514000.0,5855151.0,14.268 MOODYS CORP,MCO,,Buy,615369105,1909643000.0,5659712.0,13.021 AMERICAN TOWER CORP NEW,AMT,,Sell,03027X100,1758132000.0,6998377.0,11.988 VISA INC,V,, ,92826C839,1163126000.0,5244738.0,7.931 O REILLY AUTOMOTIVE INC NEW,ORLY,,Sell,67103H107,1080278000.0,1577141.0,7.366 KKR & CO L P DEL,KKR,,Buy,48251W104,869175000.0,14865320.0,5.927 ROPER INDS INC NEW,ROP,,Sell,776696106,784247000.0,1660730.0,5.348 BROOKFIELD ASSET MGMT INC,BAM,cl a ltd vt sh,Sell,112585104,742634000.0,13127694.0,5.064 ADOBE INC,ADBE,,Buy,00724F101,713998000.0,1567090.0,4.869 CARMAX INC,KMX,,Buy,143130102,708159000.0,7339952.0,4.829 COSTAR GROUP INC,CSGP,,Sell,22160N109,643997000.0,9668180.0,4.391 SALESFORCE COM INC,CRM,,Buy,79466L302,602396000.0,2837210.0,4.108 VERISK ANALYTICS INC,VRSK,cl a,Sell,92345Y106,524617000.0,2444286.0,3.577 DANAHER CORP DEL,DHR,, ,235851102,485549000.0,1655300.0,3.311 MASTERCARD INC,MA,, ,57636Q104,219000000.0,10000.0,1.493 ANSYS INC,ANSS,, ,03662Q105,193692000.0,609764.0,1.321 DIGITALBRIDGE GROUP INC,DBRG,, ,25401T108,75635000.0,10504800.0,0.516 ALARM COM HLDGS INC,ALRM,,Sell,011642105,64396000.0,968939.0,0.439 GOOSEHEAD INS INC,GSHD,, ,38267D109,23050000.0,293366.0,0.157 BERKSHIRE HATHAWAY INC DEL,BRKB,cl b new,Sell,084670702,5793000.0,16414.0,0.04 DOLLAR TREE INC,DLTR,,Sell,256746108,5193000.0,32427.0,0.035 THREDUP INC,TDUP,cl a, ,88556E102,173000.0,22500.0,0.001 AMERICAN TOWER CORP NEW,AMT,,Exit,03027X100,0.0,-6500.0,-2.314 SBA COMMUNICATIONS CORP,SBAC,,Exit,78410G104,0.0,-1547180.0,-3.359