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		<nameOfIssuer>CARMAX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<nameOfIssuer>CARVANA CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>146869102</cusip>
		<value>34513</value>
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		<nameOfIssuer>DRIVE SHACK INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>262077100</cusip>
		<value>4620</value>
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		<nameOfIssuer>FERRARI N V</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N3167Y103</cusip>
		<value>33117</value>
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		<nameOfIssuer>GXO LOGISTICS INCORPORATED</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>36262G101</cusip>
		<value>8868</value>
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		<nameOfIssuer>ROPER TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>776696106</cusip>
		<value>22217</value>
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			<Sole>45170</Sole>
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		<nameOfIssuer>TRANSUNION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89400J107</cusip>
		<value>25421</value>
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			<Sole>214375</Sole>
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			<None>0</None>
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		<nameOfIssuer>XPO LOGISTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>983793100</cusip>
		<value>13755</value>
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