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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARMAX INC COM 143130102   23,264 0 SH   SOLE   178,638 0 0
CARVANA CO CL A 146869102   34,513 0 SH   SOLE   148,897 0 0
DRIVE SHACK INC COM 262077100   4,620 0 SH   SOLE   3,230,538 0 0
FERRARI N V COM N3167Y103   33,117 0 SH   SOLE   127,955 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   8,868 0 SH   SOLE   97,637 0 0
ROPER TECHNOLOGIES INC COM 776696106   22,217 0 SH   SOLE   45,170 0 0
TRANSUNION COM 89400J107   25,421 0 SH   SOLE   214,375 0 0
XPO LOGISTICS INC COM 983793100   13,755 0 SH   SOLE   177,643 0 0