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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
ALPHABET INC CAP STK CL A 02079K305   51,865,000 500,000 SH   SOLE   500,000 0 0
CLOUDFLARE INC CL A COM 18915M107   80,158,000 1,300,000 SH   SOLE   1,300,000 0 0
FERGUSON PLC NEW SHS G3421J106   43,348,375 324,100 SH   SOLE   324,100 0 0
CREDIT ACCEP CORP MICH COM 225310101   38,371,520 88,000 SH   SOLE   88,000 0 0