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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
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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
CARVANA CO CL A 146869102 45,944,269 698,029 SH SOLE 698,029 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 15,959,216 129,697 SH SOLE 129,697 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 14,796,347 44,775 SH SOLE 44,775 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 22,775,278 290,501 SH SOLE 290,501 0 0
TRANSDIGM GROUP INC COM 893641100 31,420,160 23,588 SH SOLE 23,588 0 0