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

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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
APPLOVIN CORP COM CL A 03831W108 72,908 3,740,801 SH   SOLE   3,740,801 0 0
CARVANA CO CL A 146869102 132,965 6,550,000 SH   SOLE   6,550,000 0 0
CIMPRESS PLC SHS EURO G2143T103 57,746 2,358,904 SH   SOLE   2,358,904 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 91,533 1,000,000 SH   SOLE   1,000,000 0 0
GLOBAL E ONLINE LTD SHS M5216V106 54,778 2,047,005 SH   SOLE   2,047,005 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 30,800 3,500,000 SH   SOLE   3,500,000 0 0
WAYFAIR INC CL A 94419L101 113,925 3,500,000 SH   SOLE   3,500,000 0 0