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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
APPLOVIN CORP COM CL A 03831W108   545,049,649 2,057,024 SH   SOLE   2,057,024 0 0
CARVANA CO CL A 146869102   754,629,935 3,609,288 SH   SOLE   3,609,288 0 0
CIMPRESS PLC SHS EURO G2143T103   93,124,228 2,058,904 SH   SOLE   2,058,904 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   157,481,539 1,301,133 SH   SOLE   1,301,133 0 0
CORE & MAIN INC CL A 21874C102   118,359,500 2,450,000 SH   SOLE   2,450,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   9,963,000 300,000 SH   SOLE   300,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   166,246,203 4,253,997 SH   SOLE   4,253,997 0 0
QXO INC COM NEW 82846H405   11,008,142 813,009 SH   SOLE   813,009 0 0
WAYFAIR INC CL A 94419L101   69,837,732 2,180,385 SH   SOLE   2,180,385 0 0