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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   24,435,180 116,870 SH   SOLE   116,870 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   14,992,735 80,021 SH   SOLE   80,021 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   22,646,459 99,523 SH   SOLE   99,523 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   12,869,534 188,869 SH   SOLE   188,869 0 0
MICROSOFT CORP COM 594918104   16,752,154 44,626 SH   SOLE   44,626 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   33,255,735 555,373 SH   SOLE   555,373 0 0
TRANSDIGM GROUP INC COM 893641100   29,628,689 21,419 SH   SOLE   21,419 0 0