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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 BBG00GCTWF71 26,704,947 636,135 SH   SOLE   636,135 0 0
CREDIT ACCEP CORP MICH COM 225310101 BBG001S71KS5 72,559,084 157,696 SH   SOLE   157,696 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 24,993,940 288,747 SH   SOLE   288,747 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 80,631,302 268,583 SH   SOLE   268,583 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 19,525,737 199,100 SH   SOLE   199,100 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 59,788,264 294,843 SH   SOLE   294,843 0 0
TRUPANION INC COM 898202106 BBG002BC7WF2 705,000 25,000 SH   SOLE   25,000 0 0
WIX COM LTD SHS M98068105 BBG004336Q89 42,806,340 466,300 SH   SOLE   466,300 0 0