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
ACLARIS THERAPEUTICS INC COM 00461U105 158 10,861 SH   SOLE   10,861 0 0
AFYA LTD CL A COM G01125106 160 10,190 SH   SOLE   10,190 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 203 1,708 SH   SOLE   1,708 0 0
ALPHABET INC CAP STK CL C 02079K107 20,744 7,169 SH   SOLE   7,169 0 0
ALPHABET INC CAP STK CL A 02079K305 6,565 2,266 SH   SOLE   2,266 0 0
AMAZON COM INC COM 023135106 774 232 SH   SOLE   232 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 3,874 153,000 SH   SOLE   153,000 0 0
ANTHEM INC COM 036752103 13,236 28,554 SH   SOLE   28,554 0 0
APPLE INC COM 037833100 1,028 5,792 SH   SOLE   5,792 0 0
ARISTA NETWORKS INC COM 040413106 6,734 46,845 SH   SOLE   46,845 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,856 12,896 SH   SOLE   12,896 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 150,521 334 SH   SOLE   334 0 0
BOOKING HOLDINGS INC COM 09857L108 461 192 SH   SOLE   192 0 0
BROWN & BROWN INC COM 115236101 2,249 32,000 SH   SOLE   32,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 59,997 700,000 SH   SOLE   700,000 0 0
CARMAX INC COM 143130102 2,607 20,021 SH   SOLE   20,021 0 0
CONTEXTLOGIC INC COM CL A 21077C107 86 27,771 SH   SOLE   27,771 0 0
CREDIT ACCEP CORP MICH COM 225310101 13,405 19,493 SH   SOLE   19,493 0 0
EQUITABLE HLDGS INC COM 29452E101 6,558 200,000 SH   SOLE   200,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 842 2,200 SH   SOLE   2,200 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 470 3,594 SH   SOLE   3,594 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 18,215 133,179 SH   SOLE   133,179 0 0
KEROS THERAPEUTICS INC COM 492327101 236 4,042 SH   SOLE   4,042 0 0
LENNAR CORP CL A 526057104 256 2,203 SH   SOLE   2,203 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 1,082 17,115 SH   SOLE   17,115 0 0
LINDE PLC SHS G5494J103 299 863 SH   SOLE   863 0 0
LOWES COS INC COM 548661107 336 1,300 SH   SOLE   1,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,174 6,051 SH   SOLE   6,051 0 0
MATCH GROUP INC NEW COM 57667L107 1,025 7,754 SH   SOLE   7,754 0 0
META PLATFORMS INC CL A 30303M102 25,637 76,221 SH   SOLE   76,221 0 0
MICROSOFT CORP COM 594918104 339 1,007 SH   SOLE   1,007 0 0
NETFLIX INC COM 64110L106 5,893 9,782 SH   SOLE   9,782 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 6,875 470,543 SH   SOLE   470,543 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 2,993 29,250 SH   SOLE   29,250 0 0
SALESFORCE COM INC COM 79466L302 491 1,934 SH   SOLE   1,934 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 507 1,303 SH   SOLE   1,303 0 0
SCHWAB CHARLES CORP COM 808513105 917 10,899 SH   SOLE   10,899 0 0
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 830 70,000 SH   SOLE   70,000 0 0
SOTERA HEALTH CO COM 83601L102 12,471 529,548 SH   SOLE   529,548 0 0
SPDR GOLD TR GOLD SHS 78463V107 535 3,128 SH   SOLE   3,128 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 619 1,304 SH   SOLE   1,304 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 219 2,672 SH   SOLE   2,672 0 0
STELLANTIS N.V SHS N82405106 16,920 901,900 SH   SOLE   901,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 18,645 154,974 SH   SOLE   154,974 0 0
THOR INDS INC COM 885160101 1,056 10,180 SH   SOLE   10,180 0 0
TJX COS INC NEW COM 872540109 2,506 33,004 SH   SOLE   33,004 0 0
UNION PAC CORP COM 907818108 227 900 SH   SOLE   900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 24,043 47,882 SH   SOLE   47,882 0 0
URBAN OUTFITTERS INC COM 917047102 3,523 120,000 SH   SOLE   120,000 0 0
US BANCORP DEL COM NEW 902973304 281 5,000 SH   SOLE   5,000 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 1,596 190,000 SH   SOLE   190,000 0 0
WATERS CORP COM 941848103 1,028 2,758 SH   SOLE   2,758 0 0
WAYFAIR INC CL A 94419L101 206 1,087 SH   SOLE   1,087 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 1,055 2,249 SH   SOLE   2,249 0 0
YATRA ONLINE INC ORD SHS G98338109 173 100,000 SH   SOLE   100,000 0 0