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   393,181 27,905 SH   SOLE   27,905 0 0
AON PLC SHS CL A G0403H108   115,546,532 289,525 SH   SOLE   289,525 0 0
BOOKING HOLDINGS INC COM 09857L108   81,003,299 17,583 SH   SOLE   17,583 0 0
CBIZ INC COM 124805102   77,557,747 1,022,380 SH   SOLE   1,022,380 0 0
CIGNA CORP NEW COM 125523100   33,096,742 100,598 SH   SOLE   100,598 0 0
CIGNA CORP NEW COM 125523100   369,796,000 1,124,000 SH Call SOLE   1,124,000 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   78,323,167 645,698 SH   SOLE   645,698 0 0
CPAY INC COM 219948106   129,751,389 372,079 SH   SOLE   372,079 0 0
CARVANA CO CL A 146869102   4,508,810 21,565 SH   SOLE   21,565 0 0
DOORDASH INC CL A 25809K105   1,382,107 7,562 SH   SOLE   7,562 0 0
D R HORTON INC COM 23331A109   83,366,387 655,757 SH   SOLE   655,757 0 0
ENCORE CAP GROUP INC COM 292554102   27,546,654 803,578 SH   SOLE   803,578 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108   953,837 67,696 SH   SOLE   67,696 0 0
FIVERR INTL LTD ORD SHS M4R82T106   940,428 39,714 SH   SOLE   39,714 0 0
ALPHABET INC CAP STK CL C 02079K107   15,623 100 SH   SOLE   100 0 0
ALPHABET INC CAP STK CL C 02079K107   85,348,449 546,300 SH Call SOLE   546,300 0 0
GOOSEHEAD INS INC COM CL A 38267D109   265,635 2,250 SH   SOLE   2,250 0 0
HCA HEALTHCARE INC COM 40412C101   97,447,519 282,007 SH   SOLE   282,007 0 0
HUMANA INC COM 444859102   31,674,737 119,708 SH   SOLE   119,708 0 0
MONDAY COM LTD SHS M7S64H106   1,033,187 4,249 SH   SOLE   4,249 0 0
MICROSOFT CORP COM 594918104   15,878,997 42,300 SH   SOLE   42,300 0 0
NETFLIX INC COM 64110L106   33,413,482 35,831 SH   SOLE   35,831 0 0
PROGRESSIVE CORP COM 743315103   188,885,402 667,416 SH   SOLE   667,416 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   93,614,339 882,821 SH   SOLE   882,821 0 0
REVOLVE GROUP INC CL A 76156B107   810,753 37,727 SH   SOLE   37,727 0 0
LATHAM GROUP INC COM 51819L107   846,934 131,716 SH   SOLE   131,716 0 0
THREDUP INC CL A 88556E102   3,059,854 1,269,649 SH   SOLE   1,269,649 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   398,666 801 SH   SOLE   801 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,548,785 21,257 SH   SOLE   21,257 0 0
WAYFAIR INC CL A 94419L101   1,140,524 35,608 SH   SOLE   35,608 0 0
BERKLEY W R CORP COM 084423102   53,317,199 749,258 SH   SOLE   749,258 0 0