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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1stdibs.Com, Inc. COM 320551104   1,520,000 500,000 SH   SOLE   500,000 0 0
Alphabet Inc. CAP STK CL C 02079K107   15,255,860 97,650 SH   SOLE   97,650 0 0
Amazon.com, Inc. COM 023135106   24,581,592 129,200 SH   SOLE   129,200 0 0
Cogent Communications Holdings, Inc. COM NEW 19239V302   54,246,904 884,797 SH   SOLE   884,797 0 0
Enova International, Inc. COM 29357K103   21,774,280 225,500 SH   SOLE   225,500 0 0
Enstar Group Limited SHS G3075P101   20,607,560 62,000 SH   SOLE   62,000 0 0
IAC Inc. COM NEW 44891N208   22,510,600 490,000 SH   SOLE   490,000 0 0
LendingClub Corporation COM NEW 52603A208   10,423,200 1,010,000 SH   SOLE   1,010,000 0 0
LGI Homes, Inc. COM 50187T106   4,619,665 69,500 SH   SOLE   69,500 0 0
Meta Platforms, Inc. CL A 30303M102   25,648,020 44,500 SH   SOLE   44,500 0 0
News Corporation CL A 65249B109   16,917,230 621,500 SH   SOLE   621,500 0 0
Orion S.A. COM L72967109   584,268 45,187 SH   SOLE   45,187 0 0
Rush Enterprises, Inc. CL A 781846209   12,017,250 225,000 SH   SOLE   225,000 0 0
Thryv Holdings, Inc. COM NEW 886029206   9,063,075 707,500 SH   SOLE   707,500 0 0
Turning Point Brands, Inc. COM 90041L105   10,788,360 181,500 SH   SOLE   181,500 0 0
U-Haul Holding Company COM SER N 023586506   10,948,300 185,000 SH   SOLE   185,000 0 0