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   650,700 34,667 SH   SOLE   34,667 0 0
AON PLC SHS CL A G0403H108   101,808,628 305,072 SH   SOLE   305,072 0 0
ASANA INC CL A 04342Y104   64,671 4,175 SH   SOLE   4,175 0 0
BOOKING HOLDINGS INC COM 09857L108   67,210,105 18,526 SH   SOLE   18,526 0 0
CREDIT ACCEP CORP MICH COM 225310101   10,039,313 18,202 SH   SOLE   18,202 0 0
CBIZ INC COM 124805102   83,820,416 1,067,776 SH   SOLE   1,067,776 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   54,987,196 189,200 SH Call SOLE   189,200 0 0
CIGNA CORP NEW COM 125523100   38,460,005 105,895 SH   SOLE   105,895 0 0
CIGNA CORP NEW COM 125523100   424,351,196 1,168,400 SH Call SOLE   1,168,400 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   160,076,075 1,309,630 SH   SOLE   1,309,630 0 0
CPAY INC COM 219948106   120,891,834 391,819 SH   SOLE   391,819 0 0
CRICUT INC COM CL A 22658D100   176,001 36,975 SH   SOLE   36,975 0 0
CARVANA CO CL A 146869102   762,180 8,670 SH   SOLE   8,670 0 0
CARVANA CO CL A 146869102   879,100 10,000 SH Call SOLE   10,000 0 0
DOORDASH INC CL A 25809K105   699,480 5,079 SH   SOLE   5,079 0 0
D R HORTON INC COM 23331A109   113,652,217 690,685 SH   SOLE   690,685 0 0
ENCORE CAP GROUP INC COM 292554102   41,063,550 900,319 SH   SOLE   900,319 0 0
FIGS INC CL A 30260D103   111,945 22,479 SH   SOLE   22,479 0 0
FIVERR INTL LTD ORD SHS M4R82T106   98,039 4,653 SH   SOLE   4,653 0 0
ALPHABET INC CAP STK CL C 02079K107   86,483,680 568,000 SH Call SOLE   568,000 0 0
GOOSEHEAD INS INC COM CL A 38267D109   157,356 2,362 SH   SOLE   2,362 0 0
HCA HEALTHCARE INC COM 40412C101   99,057,743 296,998 SH   SOLE   296,998 0 0
HUMANA INC COM 444859102   43,717,231 126,088 SH   SOLE   126,088 0 0
MONDAY COM LTD SHS M7S64H106   331,125 1,466 SH   SOLE   1,466 0 0
PROGRESSIVE CORP COM 743315103   145,413,074 703,090 SH   SOLE   703,090 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   79,865,566 929,967 SH   SOLE   929,967 0 0
REVOLVE GROUP INC CL A 76156B107   441,077 20,835 SH   SOLE   20,835 0 0
SMARTSHEET INC COM CL A 83200N103   511,973 13,298 SH   SOLE   13,298 0 0
LATHAM GROUP INC COM 51819L107   154,654 39,054 SH   SOLE   39,054 0 0
UBER TECHNOLOGIES INC COM 90353T100   641,712 8,335 SH   SOLE   8,335 0 0
WAYFAIR INC CL A 94419L101   1,001,298 14,751 SH   SOLE   14,751 0 0
BERKLEY W R CORP COM 084423102   46,534,033 526,165 SH   SOLE   526,165 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   596,780 36,081 SH   SOLE   36,081 0 0