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
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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 11,621,672 32,520 SH SOLE 32,520 0 32,520
CARVANA CO CL A 146869102 116,060,143 1,763,296 SH SOLE 1,763,296 0 1,763,296
CREDIT ACCEP CORP MICH COM 225310101 68,941,113 108,272 SH SOLE 108,272 0 108,272
DEERE & CO COM 244199105 3,172,284 5,001 SH SOLE 5,001 0 5,001
META PLATFORMS INC CL A 30303M102 78,295,620 138,997 SH SOLE 138,997 0 138,997
H WORLD GROUP LTD SPONSORED ADS 44332N106 21,419,590 513,413 SH SOLE 513,413 0 513,413
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 48,836,925 561,086 SH SOLE 561,086 0 561,086
MICROSOFT CORP COM 594918104 12,346,962 33,100 SH SOLE 33,100 0 33,100
MORNINGSTAR INC COM 617700109 577,274 3,700 SH SOLE 3,700 0 3,700
PAYCOM SOFTWARE INC COM 70432V102 2,688,924 21,395 SH SOLE 21,395 0 21,395
SALESFORCE INC COM 79466L302 2,429,953 15,511 SH SOLE 15,511 0 15,511
YUM CHINA HLDGS INC COM 98850P109 16,267,118 398,021 SH SOLE 398,021 0 398,021
SPOTIFY TECHNOLOGY S A SHS L8681T102 229,565 500 SH SOLE 500 0 500