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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACV AUCTIONS INC COM CL A 00091G104   1,439,250 95,000 SH   SOLE   95,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   14,741,000 100,000 SH   SOLE   100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   6,200,800 80,000 SH   SOLE   80,000 0 0
ALPHABET INC CAP STK CL C 02079K107   27,158,058 192,706 SH   SOLE   192,706 0 0
AMAZON COM INC COM 023135106   14,844,539 97,700 SH   SOLE   97,700 0 0
CACI INTL INC CL A 127190304   30,555,544 94,348 SH   SOLE   94,348 0 0
CANADIAN NAT RES LTD COM 136385101   13,886,964 211,950 SH   SOLE   211,950 0 0
COMFORT SYS USA INC COM 199908104   17,650,394 85,819 SH   SOLE   85,819 0 0
EXPEDIA GROUP INC COM NEW 30212P303   16,177,171 106,576 SH   SOLE   106,576 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   5,102,000 100,000 SH   SOLE   100,000 0 0
FRANKLIN COVEY CO COM 353469109   6,249,253 143,562 SH   SOLE   143,562 0 0
GENERAL ELECTRIC CO COM NEW 369604301   12,763,000 100,000 SH   SOLE   100,000 0 0
LENDINGTREE INC NEW COM 52603B107   4,929,789 162,592 SH   SOLE   162,592 0 0
MATTEL INC COM 577081102   10,986,442 581,909 SH   SOLE   581,909 0 0
META PLATFORMS INC CL A 30303M102   35,396,000 100,000 SH   SOLE   100,000 0 0
MITEK SYS INC COM NEW 606710200   45,123,786 3,460,413 SH   SOLE   3,460,413 0 0
NEWS CORP NEW CL A 65249B109   22,601,762 920,642 SH   SOLE   920,642 0 0
PAYPAL HLDGS INC COM 70450Y103   26,421,959 430,255 SH   SOLE   430,255 0 0
PERFICIENT INC COM 71375U101   16,496,138 250,625 SH   SOLE   250,625 0 0
SEA LTD SPONSORD ADS 81141R100   28,350,041 700,001 SH   SOLE   700,001 0 0
VEECO INSTRS INC DEL COM 922417100   11,476,011 369,836 SH   SOLE   369,836 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   19,575,501 850,000 SH   SOLE   850,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   30,979,350 645,000 SH   SOLE   645,000 0 0
VIAD CORP COM 92552R406   29,773,197 822,464 SH   SOLE   822,464 0 0
VISA INC COM CL A 92826C839   7,810,501 30,000 SH   SOLE   30,000 0 0