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   920,136 45,260 SH   SOLE   45,260 0 0
AON PLC SHS CL A G0403H108   101,930,730 294,606 SH   SOLE   294,606 0 0
BOOKING HOLDINGS INC COM 09857L108   75,363,251 17,892 SH   SOLE   17,892 0 0
CREDIT ACCEP CORP MICH COM 225310101   7,812,174 17,618 SH   SOLE   17,618 0 0
CBIZ INC COM 124805102   70,003,940 1,040,332 SH   SOLE   1,040,332 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   60,019,616 185,200 SH Call SOLE   185,200 0 0
CIGNA CORP NEW COM 125523100   35,458,134 102,350 SH   SOLE   102,350 0 0
CIGNA CORP NEW COM 125523100   396,223,428 1,143,700 SH Call SOLE   1,143,700 0 0
CIGNA CORP NEW COM 125523100   69,288 200 SH Call SOLE   200 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   100,375,861 661,194 SH   SOLE   661,194 0 0
CPAY INC COM 219948106   118,410,310 378,598 SH   SOLE   378,598 0 0
CRICUT INC COM CL A 22658D100   88,953 12,836 SH   SOLE   12,836 0 0
CARVANA CO CL A 146869102   1,543,659 8,866 SH   SOLE   8,866 0 0
CARVANA CO CL A 146869102   2,176,375 12,500 SH Call SOLE   12,500 0 0
DOORDASH INC CL A 25809K105   1,418,736 9,940 SH   SOLE   9,940 0 0
D R HORTON INC COM 23331A109   127,292,427 667,256 SH   SOLE   667,256 0 0
ENCORE CAP GROUP INC COM 292554102   42,660,608 902,488 SH   SOLE   902,488 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108   422,686 21,294 SH   SOLE   21,294 0 0
FIGS INC CL A 30260D103   65,705 9,606 SH   SOLE   9,606 0 0
FIVERR INTL LTD ORD SHS M4R82T106   351,470 13,586 SH   SOLE   13,586 0 0
ALPHABET INC CAP STK CL C 02079K107   92,940,921 555,900 SH Call SOLE   555,900 0 0
ALPHABET INC CAP STK CL C 02079K107   16,719 100 SH Call SOLE   100 0 0
GOOSEHEAD INS INC COM CL A 38267D109   369,881 4,142 SH   SOLE   4,142 0 0
HCA HEALTHCARE INC COM 40412C101   116,625,089 286,950 SH   SOLE   286,950 0 0
HUMANA INC COM 444859102   38,580,832 121,806 SH   SOLE   121,806 0 0
MONDAY COM LTD SHS M7S64H106   936,640 3,372 SH   SOLE   3,372 0 0
NETFLIX INC COM 64110L106   25,859,275 36,459 SH   SOLE   36,459 0 0
PROGRESSIVE CORP COM 743315103   172,333,999 679,122 SH   SOLE   679,122 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   88,006,941 898,305 SH   SOLE   898,305 0 0
REVOLVE GROUP INC CL A 76156B107   873,222 35,239 SH   SOLE   35,239 0 0
RXO INC COMMON STOCK 74982T103   12,229,168 436,756 SH   SOLE   436,756 0 0
SMARTSHEET INC COM CL A 83200N103   418,909 7,567 SH   SOLE   7,567 0 0
LATHAM GROUP INC COM 51819L107   542,266 79,745 SH   SOLE   79,745 0 0
THREDUP INC CL A 88556E102   142,113 168,780 SH   SOLE   168,780 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,346,567 17,916 SH   SOLE   17,916 0 0
WAYFAIR INC CL A 94419L101   1,439,163 25,617 SH   SOLE   25,617 0 0
BERKLEY W R CORP COM 084423102   43,250,895 762,399 SH   SOLE   762,399 0 0