The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARVANA CO CL A 146869102 59,041 494,935 SH   SOLE   494,935 0 0
CREDIT ACCEP CORP MICH COM 225310101 107,843 195,946 SH   SOLE   195,946 0 0
META PLATFORMS INC CL A 30303M102 40,670 182,900 SH   SOLE   182,900 0 0
SALESFORCE COM INC COM 79466L302 67,251 316,743 SH   SOLE   316,743 0 0
TRUPANION INC COM 898202106 1,043 11,700 SH   SOLE   11,700 0 0
WIX COM LTD SHS M98068105 47,091 450,800 SH   SOLE   450,800 0 0