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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   20,938,469 120,260 SH   SOLE   120,260 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   31,629,960 172,898 SH   SOLE   172,898 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   18,476,419 80,158 SH   SOLE   80,158 0 0
MICROSOFT CORP COM 594918104   28,599,459 66,464 SH   SOLE   66,464 0 0
NEW YORK TIMES CO CL A 650111107   11,431,946 205,352 SH   SOLE   205,352 0 0
TEMPUR SEALY INTL INC COM 88023U101   15,358,489 281,291 SH   SOLE   281,291 0 0
TRANSDIGM GROUP INC COM 893641100   43,945,614 30,793 SH   SOLE   30,793 0 0