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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARVANA CO CL A 146869102   14,666,357 113,940 SH   SOLE   113,940 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   39,735,348 288,167 SH   SOLE   288,167 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   16,406,894 75,192 SH   SOLE   75,192 0 0
MICROSOFT CORP COM 594918104   24,683,708 55,227 SH   SOLE   55,227 0 0
NEW YORK TIMES CO CL A 650111107   15,513,916 302,947 SH   SOLE   302,947 0 0
TEMPUR SEALY INTL INC COM 88023U101   17,574,549 371,241 SH   SOLE   371,241 0 0
TRANSDIGM GROUP INC COM 893641100   39,341,445 30,793 SH   SOLE   30,793 0 0