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
ALPHABET INC CAP STK CL C 02079K107 352,999 132,442 SH   SOLE   132,442 0 0
APPFOLIO INC COM CL A 03783C100 17,816 147,974 SH   SOLE   147,974 0 0
ATLASSIAN CORP PLC CL A G06242104 116,266 297,037 SH   SOLE   297,037 0 0
CDW CORP COM 12514G108 126,599 695,521 SH   SOLE   695,521 0 0
COPART INC COM 217204106 129,830 935,916 SH   SOLE   935,916 0 0
CREDIT ACCEP CORP MICH PUT 225310951 38,045 650 SH   SOLE   650 0 0
CREDIT ACCEP CORP MICH COM 225310101 214,863 367,099 SH   SOLE   367,099 0 0
FACEBOOK INC CL A 30303M102 364,790 1,074,841 SH   SOLE   1,074,841 0 0
GOBI ACQUISITION CORP CLASS A ORD SHS G4022Y104 19,390 2,000,000 SH   SOLE   2,000,000 0 0
HEICO CORP NEW CL A 422806208 110,126 929,879 SH   SOLE   929,879 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 28,683 1,129,686 SH   SOLE   1,129,686 0 0
KAROOOOO LTD ORD SHS Y4600W108 2,952 100,000 SH   SOLE   100,000 0 0
NETFLIX INC COM 64110L106 255,234 418,183 SH   SOLE   418,183 0 0
SEA LTD SPONSORD ADS 81141R100 113,484 356,052 SH   SOLE   356,052 0 0
ALPHABET INC CAP STK CL C 02079K107 352,999 132,442 SH   SOLE   132,442 0 0
APPFOLIO INC COM CL A 03783C100 17,816 147,974 SH   SOLE   147,974 0 0
ATLASSIAN CORP PLC CL A G06242104 116,266 297,037 SH   SOLE   297,037 0 0
CDW CORP COM 12514G108 126,599 695,521 SH   SOLE   695,521 0 0
COPART INC COM 217204106 129,830 935,916 SH   SOLE   935,916 0 0
CREDIT ACCEP CORP MICH PUT 225310951 38,045 650 SH   SOLE   650 0 0
CREDIT ACCEP CORP MICH COM 225310101 214,863 367,099 SH   SOLE   367,099 0 0
FACEBOOK INC CL A 30303M102 364,790 1,074,841 SH   SOLE   1,074,841 0 0
GOBI ACQUISITION CORP CLASS A ORD SHS G4022Y104 19,390 2,000,000 SH   SOLE   2,000,000 0 0
HEICO CORP NEW CL A 422806208 110,126 929,879 SH   SOLE   929,879 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 28,683 1,129,686 SH   SOLE   1,129,686 0 0
KAROOOOO LTD ORD SHS Y4600W108 2,952 100,000 SH   SOLE   100,000 0 0
NETFLIX INC COM 64110L106 255,234 418,183 SH   SOLE   418,183 0 0
SEA LTD SPONSORD ADS 81141R100 113,484 356,052 SH   SOLE   356,052 0 0