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

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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 A 02079K305 9,351,451 32,520 SH SOLE 32,520 0 32,520
CARVANA CO CL A 146869102 118,818,309 377,298 SH SOLE 377,298 0 377,298
CREDIT ACCEP CORP MICH COM 225310101 52,697,453 124,160 SH SOLE 124,160 0 124,160
DEERE & CO COM 244199105 2,817,063 5,001 SH SOLE 5,001 0 5,001
H WORLD GROUP LTD SPONSORED ADS 44332N106 28,080,930 558,380 SH SOLE 558,380 0 558,380
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 51,111,227 757,919 SH SOLE 757,919 0 757,919
META PLATFORMS INC CL A 30303M102 83,313,117 145,534 SH SOLE 145,534 0 145,534
MICROSOFT CORP COM 594918104 9,407,607 25,220 SH SOLE 25,220 0 25,220
MORNINGSTAR INC COM 617700109 653,790 3,700 SH SOLE 3,700 0 3,700
PAYCOM SOFTWARE INC COM 70432V102 2,676,998 21,395 SH SOLE 21,395 0 21,395
SALESFORCE INC COM 79466L302 2,895,439 15,511 SH SOLE 15,511 0 15,511
SPOTIFY TECHNOLOGY S A SHS L8681T102 242,455 500 SH SOLE 500 0 500
YUM CHINA HLDGS INC COM 98850P109 20,562,673 421,539 SH SOLE 421,539 0 421,539