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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
CARMAX INC COM 143130102   16,646 181,114 SH   SOLE   181,114 0 0
TRANSUNION COM 89400J107   15,786 187,644 SH   SOLE   187,644 0 0
FERRARI N V COM N3167Y103   18,486 100,420 SH   SOLE   100,420 0 0
CARVANA CO CL A 146869102   33,765 151,370 SH   SOLE   151,370 0 0
XPO LOGISTICS INC COM 983793100   14,689 173,500 SH   SOLE   173,500 0 0
ROPER TECHNOLOGIES INC COM 776696106   17,115 43,317 SH   SOLE   43,317 0 0