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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CREDIT ACCEP CORP MICH COM 225310101 12,677 28,050 SH   SOLE   28,050 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,911 28,981 SH   SOLE   28,981 0 0
VAIL RESORTS INC COM 91879Q109 7,094 32,644 SH   SOLE   32,644 0 0
FERRARI N V COM N3167Y103 13,134 98,162 SH   SOLE   98,162 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6,285 121,142 SH   SOLE   121,142 0 0
XPO LOGISTICS INC COM 983793100 7,272 135,321 SH   SOLE   135,321 0 0
CARMAX INC COM 143130102 10,617 152,110 SH   SOLE   152,110 0 0
CARVANA CO CL A 146869102 10,380 178,781 SH   SOLE   178,781 0 0
TRANSUNION COM 89400J107 14,184 212,213 SH   SOLE   212,213 0 0