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 | 205,914 | 117,539 | SH | SOLE | 117,539 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 26,641 | 147,974 | SH | SOLE | 147,974 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 52,903 | 226,207 | SH | SOLE | 226,207 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 87,470 | 663,704 | SH | SOLE | 663,704 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 104,970 | 824,912 | SH | SOLE | 824,912 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 208,911 | 603,546 | SH | SOLE | 603,546 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 267,934 | 980,868 | SH | SOLE | 980,868 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 106,674 | 911,279 | SH | SOLE | 911,279 | 0 | 0 | ||
| ITURAN LOCATION AND CONTROL | SHS | M6158M104 | 21,672 | 1,137,642 | SH | SOLE | 1,137,642 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 81,197 | 407,921 | SH | SOLE | 407,921 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 66,912 | 305,912 | SH | SOLE | 305,912 | 0 | 0 | ||