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   23,264 178,638 SH   SOLE   178,638 0 0
CARVANA CO CL A 146869102   34,513 148,897 SH   SOLE   148,897 0 0
DRIVE SHACK INC COM 262077100   4,620 3,230,538 SH   SOLE   3,230,538 0 0
FERRARI N V COM N3167Y103   33,117 127,955 SH   SOLE   127,955 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   8,868 97,637 SH   SOLE   97,637 0 0
ROPER TECHNOLOGIES INC COM 776696106   22,217 45,170 SH   SOLE   45,170 0 0
TRANSUNION COM 89400J107   25,421 214,375 SH   SOLE   214,375 0 0
XPO LOGISTICS INC COM 983793100   13,755 177,643 SH   SOLE   177,643 0 0