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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACV AUCTIONS INC COM CL A 00091G104 148 10,000 SH   SOLE NONE 10,000 0 0
ALPHABET INC CAP STK CL C 02079K107 126,037 45,131 SH   SOLE NONE 45,131 0 0
AON PLC SHS CL A G0403H108 174,327 535,352 SH   SOLE NONE 535,352 0 0
ASANA INC CL A 04342Y104 200 5,000 SH   SOLE NONE 5,000 0 0
BAUSCH HEALTH COS INC COM 071734107 36,980 1,618,400 SH   SOLE NONE 1,618,400 0 0
BERKLEY W R CORP COM 084423102 148,510 2,230,210 SH   SOLE NONE 2,230,210 0 0
BOOKING HOLDINGS INC COM 09857L108 53,320 22,693 SH   SOLE NONE 22,693 0 0
CARVANA CO CL A 146869102 119 1,000 SH   SOLE NONE 1,000 0 0
CBIZ INC COM 124805102 20,335 484,509 SH   SOLE NONE 484,509 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 114,803 210,447 SH   SOLE NONE 210,447 0 0
CIGNA CORP NEW COM 125523100 3,618 15,100 SH Call SOLE NONE 15,100 0 0
CIGNA CORP NEW COM 125523100 815 3,400 SH Call SOLE NONE 3,400 0 0
CIGNA CORP NEW COM 125523100 271,165 1,131,600 SH Call SOLE NONE 1,131,600 0 0
CIGNA CORP NEW COM 125523100 56,022 233,784 SH   SOLE NONE 233,784 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 219,129 1,680,435 SH   SOLE NONE 1,680,435 0 0
CREDIT ACCEP CORP MICH COM 225310101 46,499 84,486 SH   SOLE NONE 84,486 0 0
CRICUT INC COM CL A 22658D100 272 20,750 SH   SOLE NONE 20,750 0 0
CSW INDUSTRIALS INC COM 126402106 206 1,750 SH   SOLE NONE 1,750 0 0
D R HORTON INC COM 23331A109 67,226 902,241 SH   SOLE NONE 902,241 0 0
DOORDASH INC CL A 25809K105 176 1,500 SH   SOLE NONE 1,500 0 0
ENCORE CAP GROUP INC COM 292554102 65,795 1,048,865 SH   SOLE NONE 1,048,865 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100 320 7,000 SH   SOLE NONE 7,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 37,201 1,143,595 SH   SOLE NONE 1,143,595 0 0
GOOSEHEAD INS INC COM CL A 38267D109 216 2,750 SH   SOLE NONE 2,750 0 0
HCA HEALTHCARE INC COM 40412C101 90,018 359,180 SH   SOLE NONE 359,180 0 0
HUMANA INC COM 444859102 87,686 201,304 SH   SOLE NONE 201,304 0 0
MALIBU BOATS INC COM CL A 56117J100 232 4,000 SH   SOLE NONE 4,000 0 0
META PLATFORMS INC CL A 30303M102 70,805 318,466 SH   SOLE NONE 318,466 0 0
MICROSOFT CORP COM 594918104 21,489 69,743 SH   SOLE NONE 69,743 0 0
NETFLIX INC COM 64110L106 18,495 49,373 SH   SOLE NONE 49,373 0 0
OLO INC CL A 68134L109 258 19,500 SH   SOLE NONE 19,500 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 110 12,750 SH   SOLE NONE 12,750 0 0
PELOTON INTERACTIVE INC COM CL A 70614W100 429 16,250 SH   SOLE NONE 16,250 0 0
PHREESIA INC COM 71944F106 92 3,500 SH   SOLE NONE 3,500 0 0
POSHMARK INC COM CL A 73739W104 247 19,500 SH   SOLE NONE 19,500 0 0
PROGRESSIVE CORP COM 743315103 107,585 943,566 SH   SOLE NONE 943,566 0 0
REVOLVE GROUP INC CL A 76156B107 121 2,250 SH   SOLE NONE 2,250 0 0
SMARTSHEET INC COM CL A 83200N103 370 6,750 SH   SOLE NONE 6,750 0 0
STITCH FIX INC COM CL A 860897107 96 9,500 SH   SOLE NONE 9,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 339 9,500 SH   SOLE NONE 9,500 0 0
WAYFAIR INC CL A 94419L101 27,690 249,933 SH   SOLE NONE 249,933 0 0