The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 18,645 | 80,438 | SH | SOLE | 80,438 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 38,511 | 339,213 | SH | SOLE | 339,213 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 14,464 | 10,727 | SH | SOLE | 10,727 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 9,002 | 26,767 | SH | SOLE | 26,767 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 39,890 | 825,880 | SH | SOLE | 825,880 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 18,716 | 397,953 | SH | SOLE | 397,953 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 37,161 | 58,404 | SH | SOLE | 58,404 | 0 | 0 | ||