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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 751 | 269 | SH | SOLE | 269 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 11,726 | 98,300 | SH | SOLE | 98,300 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 31,022 | 195,884 | SH | SOLE | 195,884 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 24,122 | 246,954 | SH | SOLE | 246,954 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 283 | 1,272 | SH | SOLE | 1,272 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,226 | 3,978 | SH | SOLE | 3,978 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 17,674 | 27,127 | SH | SOLE | 27,127 | 0 | 0 | ||