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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARVANA CO CL A 146869102   14,121,423 160,635 SH   SOLE   160,635 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   38,697,301 331,568 SH   SOLE   331,568 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   13,650,987 63,996 SH   SOLE   63,996 0 0
MICROSOFT CORP COM 594918104   20,394,402 48,475 SH   SOLE   48,475 0 0
NEW YORK TIMES CO CL A 650111107   14,504,113 335,588 SH   SOLE   335,588 0 0
TEMPUR SEALY INTL INC COM 88023U101   27,802,481 489,308 SH   SOLE   489,308 0 0
TRANSDIGM GROUP INC COM 893641100   42,390,440 34,419 SH   SOLE   34,419 0 0