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   502,458 33,100 SH   SOLE   33,100 0 0
AON PLC SHS CL A G0403H108   115,701,149 356,860 SH   SOLE   356,860 0 0
ASANA INC CL A 04342Y104   125,424 6,850 SH   SOLE   6,850 0 0
BOOKING HOLDINGS INC COM 09857L108   59,394,143 19,250 SH   SOLE   19,250 0 0
CREDIT ACCEP CORP MICH COM 225310101   8,704,090 18,917 SH   SOLE   18,917 0 0
CBIZ INC COM 124805102   53,359,065 1,028,113 SH   SOLE   1,028,113 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   85,385,775 194,138 SH   SOLE   194,138 0 0
CIGNA CORP NEW COM 125523100   31,472,805 110,014 SH   SOLE   110,014 0 0
CIGNA CORP NEW COM 125523100   338,690,112 1,183,900 SH Call SOLE   1,183,900 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   129,546,191 1,360,065 SH   SOLE   1,360,065 0 0
CRICUT INC COM CL A 22658D100   244,643 26,334 SH   SOLE   26,334 0 0
CARVANA CO CL A 146869102   442,889 10,550 SH   SOLE   10,550 0 0
CARVANA CO CL A 146869102   839,600 20,000 SH Call SOLE   20,000 0 0
DOORDASH INC CL A 25809K105   524,502 6,600 SH   SOLE   6,600 0 0
D R HORTON INC COM 23331A109   77,164,524 717,676 SH   SOLE   717,676 0 0
ENCORE CAP GROUP INC COM 292554102   44,679,671 935,504 SH   SOLE   935,504 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   103,969,299 407,132 SH   SOLE   407,132 0 0
FIVERR INTL LTD ORD SHS M4R82T106   213,550 8,727 SH   SOLE   8,727 0 0
ALPHABET INC CAP STK CL C 02079K107   77,770,307 589,884 SH   SOLE   589,884 0 0
GOOSEHEAD INS INC COM CL A 38267D109   206,821 2,775 SH   SOLE   2,775 0 0
HCA HEALTHCARE INC COM 40412C101   70,270,843 285,619 SH   SOLE   285,619 0 0
HUMANA INC COM 444859102   63,740,931 131,014 SH   SOLE   131,014 0 0
MONDAY COM LTD SHS M7S64H106   124,988 785 SH   SOLE   785 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   159,255 60,324 SH   SOLE   60,324 0 0
PROGRESSIVE CORP COM 743315103   101,772,921 730,550 SH   SOLE   730,550 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   64,780,417 966,295 SH   SOLE   966,295 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   90,143 17,850 SH   SOLE   17,850 0 0
REVOLVE GROUP INC CL A 76156B107   178,291 13,100 SH   SOLE   13,100 0 0
SMARTSHEET INC COM CL A 83200N103   486,329 12,020 SH   SOLE   12,020 0 0
UBER TECHNOLOGIES INC COM 90353T100   710,775 15,455 SH   SOLE   15,455 0 0
WAYFAIR INC CL A 94419L101   543,616 8,975 SH   SOLE   8,975 0 0
BERKLEY W R CORP COM 084423102   34,711,253 546,720 SH   SOLE   546,720 0 0