The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 3,803 | 187,350 | SH | SOLE | 187,350 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 20,113 | 326,617 | SH | SOLE | 326,617 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 1,254 | 10,393 | SH | SOLE | 10,393 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 6,681 | 8,071 | SH | SOLE | 8,071 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 17,932 | 76,996 | SH | SOLE | 76,996 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 7,616 | 264,892 | SH | SOLE | 264,892 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 12,967 | 537,155 | SH | SOLE | 537,155 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 22,702 | 43,256 | SH | SOLE | 43,256 | 0 | 0 |