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

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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