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 108 16,500 SH   SOLE NONE 16,500 0 0
ALPHABET INC CAP STK CL C 02079K107 80,909 36,988 SH   SOLE NONE 36,988 0 0
AON PLC SHS CL A G0403H108 140,854 522,302 SH   SOLE NONE 522,302 0 0
ASANA INC CL A 04342Y104 190 10,800 SH   SOLE NONE 10,800 0 0
BERKLEY W R CORP COM 084423102 148,516 2,175,733 SH   SOLE NONE 2,175,733 0 0
BOOKING HOLDINGS INC COM 09857L108 38,723 22,140 SH   SOLE NONE 22,140 0 0
CARVANA CO CL A 146869102 165 7,300 SH   SOLE NONE 7,300 0 0
CBIZ INC COM 124805102 28,708 718,418 SH   SOLE NONE 718,418 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 96,191 205,304 SH   SOLE NONE 205,304 0 0
CIGNA CORP NEW COM 125523100 896 3,400 SH Call SOLE NONE 3,400 0 0
CIGNA CORP NEW COM 125523100 294,009 1,115,700 SH Call SOLE NONE 1,115,700 0 0
CIGNA CORP NEW COM 125523100 4,032 15,300 SH Call SOLE NONE 15,300 0 0
CIGNA CORP NEW COM 125523100 60,102 228,074 SH   SOLE NONE 228,074 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 179,528 1,639,847 SH   SOLE NONE 1,639,847 0 0
CREDIT ACCEP CORP MICH COM 225310101 39,001 82,383 SH   SOLE NONE 82,383 0 0
CRICUT INC COM CL A 22658D100 153 24,884 SH   SOLE NONE 24,884 0 0
D R HORTON INC COM 23331A109 58,260 880,187 SH   SOLE NONE 880,187 0 0
DOORDASH INC CL A 25809K105 160 2,500 SH   SOLE NONE 2,500 0 0
ENCORE CAP GROUP INC COM 292554102 68,322 1,182,661 SH   SOLE NONE 1,182,661 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100 322 9,450 SH   SOLE NONE 9,450 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 28,783 1,115,623 SH   SOLE NONE 1,115,623 0 0
GOOSEHEAD INS INC COM CL A 38267D109 47 1,025 SH   SOLE NONE 1,025 0 0
HCA HEALTHCARE INC COM 40412C101 58,893 350,428 SH   SOLE NONE 350,428 0 0
HUMANA INC COM 444859102 91,932 196,406 SH   SOLE NONE 196,406 0 0
MALIBU BOATS INC COM CL A 56117J100 132 2,500 SH   SOLE NONE 2,500 0 0
META PLATFORMS INC CL A 30303M102 4,709 29,200 SH Call SOLE NONE 29,200 0 0
META PLATFORMS INC CL A 30303M102 25,800 160,000 SH Call SOLE NONE 160,000 0 0
META PLATFORMS INC CL A 30303M102 3,225 20,000 SH Call SOLE NONE 20,000 0 0
META PLATFORMS INC CL A 30303M102 3,225 20,000 SH Call SOLE NONE 20,000 0 0
META PLATFORMS INC CL A 30303M102 30,505 189,179 SH   SOLE NONE 189,179 0 0
NETFLIX INC COM 64110L106 1,661 9,500 SH Call SOLE NONE 9,500 0 0
NETFLIX INC COM 64110L106 1,749 10,000 SH Call SOLE NONE 10,000 0 0
NETFLIX INC COM 64110L106 5,246 30,000 SH Call SOLE NONE 30,000 0 0
OLO INC CL A 68134L109 173 17,500 SH   SOLE NONE 17,500 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 117 24,750 SH   SOLE NONE 24,750 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 163 17,750 SH   SOLE NONE 17,750 0 0
PHREESIA INC COM 71944F106 138 5,500 SH   SOLE NONE 5,500 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 3,435 47,500 SH Call SOLE NONE 47,500 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 3,377 46,696 SH   SOLE NONE 46,696 0 0
PROGRESSIVE CORP COM 743315103 107,022 920,464 SH   SOLE NONE 920,464 0 0
REVOLVE GROUP INC CL A 76156B107 58 2,250 SH   SOLE NONE 2,250 0 0
SMARTSHEET INC COM CL A 83200N103 258 8,200 SH   SOLE NONE 8,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 235 11,500 SH   SOLE NONE 11,500 0 0
WAYFAIR INC CL A 94419L101 4,095 94,000 SH Call SOLE NONE 94,000 0 0
WAYFAIR INC CL A 94419L101 1,742 40,000 SH Call SOLE NONE 40,000 0 0
WAYFAIR INC CL A 94419L101 4,356 100,000 SH Call SOLE NONE 100,000 0 0
WAYFAIR INC CL A 94419L101 181 4,150 SH   SOLE NONE 4,150 0 0