CARMAX INC COM 143130102 18005 186618 SH SOLE 186618 0 0 CARVANA CO CL A 146869102 20051 168088 SH SOLE 168088 0 0 DRIVE SHACK INC COM 262077100 5772 3748000 SH SOLE 3748000 0 0 FERRARI N V COM N3167Y103 29146 133640 SH SOLE 133640 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 4889 68529 SH SOLE 68529 0 0 ROPER TECHNOLOGIES INC COM 776696106 22562 47778 SH SOLE 47778 0 0 TRANSUNION COM 89400J107 23384 226284 SH SOLE 226284 0 0 XPO LOGISTICS INC COM 983793100 13459 184878 SH SOLE 184878 0 0