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
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
ACV AUCTIONS INC COM CL A 00091G104 2,012 112,470 SH   SOLE   112,470 0 0
APPLOVIN CORP COM CL A 03831W108 37,682 520,684 SH   SOLE   520,684 0 0
CAE INC COM 124765108 56,784 1,901,041 SH   SOLE   1,901,041 0 0
CARVANA CO CL A 146869102 234,238 776,805 SH   SOLE   776,805 0 0
CREDIT ACCEP CORP MICH COM 225310101 37,617 64,269 SH   SOLE   64,269 0 0
ETSY INC COM 29786A106 158,340 761,398 SH   SOLE   761,398 0 0
GARTNER INC COM 366651107 52,417 172,492 SH   SOLE   172,492 0 0
GODADDY INC CL A 380237107 61,444 881,544 SH   SOLE   881,544 0 0
INGERSOLL RAND INC COM 45687V106 31,052 615,996 SH   SOLE   615,996 0 0
PAYPAL HLDGS INC COM 70450Y103 72,470 278,504 SH   SOLE   278,504 0 0
ROBLOX CORP CL A 771049103 12,893 170,660 SH   SOLE   170,660 0 0
ROOT INC COM CL A 77664L108 2,319 440,000 SH   SOLE   440,000 0 0
SEI INVTS CO COM 784117103 19,805 333,975 SH   SOLE   333,975 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 33,945 620,340 SH   SOLE   620,340 0 0
SYNNEX CORP COM 87162W100 62,755 602,833 SH   SOLE   602,833 0 0
TRANSDIGM GROUP INC COM 893641100 27,960 44,767 SH   SOLE   44,767 0 0
TRITON INTL LTD CL A G9078F107 112,805 2,167,652 SH   SOLE   2,167,652 0 0
VAPOTHERM INC COM 922107107 3,072 137,962 SH   SOLE   137,962 0 0
VIMEO INC COMMON STOCK 92719V100 11,597 394,875 SH   SOLE   394,875 0 0
WAYFAIR INC CL A 94419L101 82,241 321,870 SH   SOLE   321,870 0 0
YELP INC CL A 985817105 23,372 627,610 SH   SOLE   627,610 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 63,440 123,085 SH   SOLE   123,085 0 0