The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| CARVANA CO | CL A | 146869102 | 41,662,763 | 110,441 | SH | SOLE | 110,441 | 0 | 0 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 7,606,757 | 33,093 | SH | SOLE | 33,093 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 27,037,799 | 104,216 | SH | SOLE | 104,216 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY LIV S C | 531229722 | 18,314,627 | 188,869 | SH | SOLE | 188,869 | 0 | 0 | |||
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | 27,912,134 | 330,987 | SH | SOLE | 330,987 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 36,318,041 | 27,555 | SH | SOLE | 27,555 | 0 | 0 | |||