The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| CARMAX INC | COM | 143130102 | 19,133,534 | 202,557 | SH | SOLE | 202,557 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 21,802,801 | 122,814 | SH | SOLE | 122,814 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 23,372,710 | 198,761 | SH | SOLE | 198,761 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 34,998,471 | 146,107 | SH | SOLE | 146,107 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 20,952,618 | 175,777 | SH | SOLE | 175,777 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 18,924,420 | 43,899 | SH | SOLE | 43,899 | 0 | 0 | ||