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
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 7,905,612 32,520 SH SOLE 32,520 0 0
CARVANA CO CL A 146869102 167,967,996 445,255 SH SOLE 445,255 0 0
CREDIT ACCEP CORP MICH COM 225310101 60,902,147 130,431 SH SOLE 130,431 0 0
DEERE & CO COM 244199105 2,286,757 5,001 SH SOLE 5,001 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 23,599,600 603,416 SH SOLE 603,416 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 54,997,562 799,267 SH SOLE 799,267 0 0
META PLATFORMS INC CL A 30303M102 102,601,699 139,712 SH SOLE 139,712 0 0
MICROSOFT CORP COM 594918104 5,956,425 11,500 SH SOLE 11,500 0 0
PAYCOM SOFTWARE INC COM 70432V102 2,579,895 12,395 SH SOLE 12,395 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 39,813,833 301,232 SH SOLE 301,232 0 0
SALESFORCE INC COM 79466L302 2,602,260 10,980 SH SOLE 10,980 0 0
WIX COM LTD SHS M98068105 55,952,739 314,996 SH SOLE 314,996 0 0
YUM CHINA HLDGS INC COM 98850P109 19,070,257 444,321 SH SOLE 444,321 0 0