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   440,214 29,057 SH   SOLE   29,057 0 0
AON PLC SHS CL A G0403H108   90,542,433 311,121 SH   SOLE   311,121 0 0
ASANA INC CL A 04342Y104   91,989 4,839 SH   SOLE   4,839 0 0
BOOKING HOLDINGS INC COM 09857L108   67,017,627 18,893 SH   SOLE   18,893 0 0
CREDIT ACCEP CORP MICH COM 225310101   9,889,067 18,563 SH   SOLE   18,563 0 0
CBIZ INC COM 124805102   68,157,443 1,088,951 SH   SOLE   1,088,951 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   74,058,699 190,539 SH   SOLE   190,539 0 0
CIGNA CORP NEW COM 125523100   32,341,689 107,982 SH   SOLE   107,982 0 0
CIGNA CORP NEW COM 125523100   349,947,484 1,168,400 SH Call SOLE   1,168,400 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   168,766,420 1,333,911 SH   SOLE   1,333,911 0 0
CRICUT INC COM CL A 22658D100   140,729 21,355 SH   SOLE   21,355 0 0
CARVANA CO CL A 146869102   774,303 14,615 SH   SOLE   14,615 0 0
CARVANA CO CL A 146869102   1,059,600 20,000 SH Call SOLE   20,000 0 0
DOORDASH INC CL A 25809K105   616,282 6,232 SH   SOLE   6,232 0 0
D R HORTON INC COM 23331A109   107,051,672 704,380 SH   SOLE   704,380 0 0
ENCORE CAP GROUP INC COM 292554102   46,597,280 918,173 SH   SOLE   918,173 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   112,926,717 399,585 SH   SOLE   399,585 0 0
FIVERR INTL LTD ORD SHS M4R82T106   262,755 9,653 SH   SOLE   9,653 0 0
ALPHABET INC CAP STK CL C 02079K107   81,604,130 578,958 SH   SOLE   578,958 0 0
GOOSEHEAD INS INC COM CL A 38267D109   159,559 2,105 SH   SOLE   2,105 0 0
HCA HEALTHCARE INC COM 40412C101   81,994,269 302,886 SH   SOLE   302,886 0 0
HUMANA INC COM 444859102   58,867,129 128,587 SH   SOLE   128,587 0 0
MONDAY COM LTD SHS M7S64H106   189,688 1,010 SH   SOLE   1,010 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   117,309 26,185 SH   SOLE   26,185 0 0
PROGRESSIVE CORP COM 743315103   114,258,412 717,028 SH   SOLE   717,028 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   82,719,884 948,405 SH   SOLE   948,405 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   42,898 7,044 SH   SOLE   7,044 0 0
REVOLVE GROUP INC CL A 76156B107   174,654 10,534 SH   SOLE   10,534 0 0
SMARTSHEET INC COM CL A 83200N103   447,356 9,355 SH   SOLE   9,355 0 0
UBER TECHNOLOGIES INC COM 90353T100   654,982 10,638 SH   SOLE   10,638 0 0
WAYFAIR INC CL A 94419L101   739,043 11,978 SH   SOLE   11,978 0 0
BERKLEY W R CORP COM 084423102   37,948,140 536,597 SH   SOLE   536,597 0 0