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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CREDIT ACCEP CORP MICH COM 225310101 43,250 168,197 SH   SOLE   168,197 0 0
CERNER CORP COM 156782104 25,816 388,379 SH   SOLE   388,379 0 0
EPLUS INC COM 294268107 24,420 329,552 SH   SOLE   329,552 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 26,670 852,073 SH   SOLE   852,073 0 0
NETEASE INC SPONSORED ADR 64110W102 12,528 41,671 SH   SOLE   41,671 0 0
OLD DOMINION FGHT LINES INC COM 679580100 12,478 131,017 SH   SOLE   131,017 0 0
RMR GROUP INC CL A 74967R106 20,412 419,566 SH   SOLE   419,566 0 0
TESLA INC NOTE 2.375% 3/1 88160RAD3 10,699 8,500,000 SH   SOLE   8,500,000 0 0
WAYSIDE TECHNOLOGY GROUP INC COM 946760105 2,463 127,286 SH   SOLE   127,286 0 0