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   151,885 18,500 SH   SOLE NONE 18,500 0 0
AON PLC SHS CL A G0403H108   116,092,951 386,796 SH   SOLE NONE 386,796 0 0
ASANA INC CL A 04342Y104   148,716 10,800 SH   SOLE NONE 10,800 0 0
BOOKING HOLDINGS INC COM 09857L108   40,412,410 20,053 SH   SOLE NONE 20,053 0 0
CREDIT ACCEP CORP MICH COM 225310101   82,586,398 174,086 SH   SOLE NONE 174,086 0 0
CBIZ INC COM 124805102   29,676,851 633,444 SH   SOLE NONE 633,444 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   71,333,076 210,360 SH   SOLE NONE 210,360 0 0
CIGNA CORP NEW COM 125523100   39,712,756 119,855 SH   SOLE NONE 119,855 0 0
CIGNA CORP NEW COM 125523100   1,126,556 3,400 SH Call SOLE NONE 3,400 0 0
CIGNA CORP NEW COM 125523100   351,651,142 1,061,300 SH Call SOLE NONE 1,061,300 0 0
CIGNA CORP NEW COM 125523100   5,069,502 15,300 SH Call SOLE NONE 15,300 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   133,087,171 1,445,971 SH   SOLE NONE 1,445,971 0 0
CRICUT INC COM CL A 22658D100   197,303 21,284 SH   SOLE NONE 21,284 0 0
CARVANA CO CL A 146869102   34,602 7,300 SH   SOLE NONE 7,300 0 0
DOORDASH INC CL A 25809K105   158,665 3,250 SH   SOLE NONE 3,250 0 0
D R HORTON INC COM 23331A109   69,155,614 775,809 SH   SOLE NONE 775,809 0 0
ENCORE CAP GROUP INC COM 292554102   50,121,989 1,045,515 SH   SOLE NONE 1,045,515 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   80,825,261 440,033 SH   SOLE NONE 440,033 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100   352,202 9,450 SH   SOLE NONE 9,450 0 0
ALPHABET INC CAP STK CL C 02079K107   57,120,736 643,759 SH   SOLE NONE 643,759 0 0
GOOSEHEAD INS INC COM CL A 38267D109   35,199 1,025 SH   SOLE NONE 1,025 0 0
HCA HEALTHCARE INC COM 40412C101   74,088,130 308,752 SH   SOLE NONE 308,752 0 0
HUMANA INC COM 444859102   72,794,492 142,124 SH   SOLE NONE 142,124 0 0
MALIBU BOATS INC COM CL A 56117J100   66,625 1,250 SH   SOLE NONE 1,250 0 0
META PLATFORMS INC CL A 30303M102   20,064,409 166,731 SH   SOLE NONE 166,731 0 0
OLO INC CL A 68134L109   63,750 10,200 SH   SOLE NONE 10,200 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   28,710 24,750 SH   SOLE NONE 24,750 0 0
PROGRESSIVE CORP COM 743315103   105,264,594 811,538 SH   SOLE NONE 811,538 0 0
PHREESIA INC COM 71944F106   177,980 5,500 SH   SOLE NONE 5,500 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   112,351 14,150 SH   SOLE NONE 14,150 0 0
REVOLVE GROUP INC CL A 76156B107   63,441 2,850 SH   SOLE NONE 2,850 0 0
SMARTSHEET INC COM CL A 83200N103   355,027 9,020 SH   SOLE NONE 9,020 0 0
UBER TECHNOLOGIES INC COM 90353T100   284,395 11,500 SH   SOLE NONE 11,500 0 0
WAYFAIR INC CL A 94419L101   140,473 4,271 SH   SOLE NONE 4,271 0 0
BERKLEY W R CORP COM 084423102   110,604,626 1,524,109 SH   SOLE NONE 1,524,109 0 0