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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
CARVANA CO CL A 146869102 19,049 63,113 SH   SOLE   63,113 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 35,291 313,085 SH   SOLE   313,085 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 18,340 380,427 SH   SOLE   380,427 0 0
MERCADOLIBRE INC COM 58733R102 16,710 10,727 SH   SOLE   10,727 0 0
NEW YORK TIMES CO CL A 650111107 32,910 755,689 SH   SOLE   755,689 0 0
TRANSDIGM GROUP INC COM 893641100 39,905 61,649 SH   SOLE   61,649 0 0