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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARMAX INC COM 143130102 17,744 198,150 SH   SOLE   198,150 0 0
FERRARI N V COM N3167Y103 17,077 99,862 SH   SOLE   99,862 0 0
TRANSUNION COM 89400J107 16,257 186,779 SH   SOLE   186,779 0 0
CARVANA CO CL A 146869102 22,369 186,095 SH   SOLE   186,095 0 0
XPO LOGISTICS INC COM 983793100 13,796 178,591 SH   SOLE   178,591 0 0
ROPER TECHNOLOGIES INC COM 776696106 16,724 43,074 SH   SOLE   43,074 0 0