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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

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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
MARRIOTT VACATIONS WDWIDE CORP COM 57164Y107 420,762,770 4,129,984 SH SOLE 4,129,984 0 0
WEX INC COM 96208T104 240,876,326 1,707,253 SH SOLE 1,707,253 0 0
ASBURY AUTO GP COM 043436104 208,857,573 1,038,679 SH SOLE 1,038,679 0 0
SLM CORP COM 78442P106 137,687,808 5,307,934 SH SOLE 5,307,934 0 0
GITLAB INC CLASS A COM 37637K108 126,920,049 4,157,224 SH SOLE 4,157,224 0 0
ADVANCED DRA SYS COM 00790R104 122,866,718 782,790 SH SOLE 782,790 0 0
STRIDE INC COM 86333M108 112,425,569 1,303,636 SH SOLE 1,303,636 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 31,001,332 103,183 SH SOLE 103,183 0 0