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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
Expires: July 31, 2015
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
ALPHABET INC CAP STK CL A 02079K305 5,731,000 32,520 SH SOLE 32,520 0 0
CARVANA CO CL A 146869102 171,968,210 510,352 SH SOLE 510,352 0 0
CREDIT ACCEP CORP MICH COM 225310101 65,680,300 128,929 SH SOLE 128,929 0 0
DEERE & CO COM 244199105 2,542,958 5,001 SH SOLE 5,001 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 22,375,396 659,652 SH SOLE 659,652 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 47,094,067 849,920 SH SOLE 849,920 0 0
META PLATFORMS INC CL A 30303M102 105,538,013 142,988 SH SOLE 142,988 0 0
MICROSOFT CORP COM 594918104 5,720,215 11,500 SH SOLE 11,500 0 0
PAYCOM SOFTWARE INC COM 70432V102 2,868,203 12,395 SH SOLE 12,395 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 35,120,652 335,569 SH SOLE 335,569 0 0
WIX COM LTD SHS M98068105 53,559,480 338,000 SH SOLE 338,000 0 0
YUM CHINA HLDGS INC COM 98850P109 22,009,168 492,265 SH SOLE 492,265 0 0