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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACV AUCTIONS INC COM CL A 00091G104   328,560 25,450 SH   SOLE   25,450 0 0
AON PLC SHS CL A G0403H108   120,196,430 381,225 SH   SOLE   381,225 0 0
ASANA INC CL A 04342Y104   119,385 5,650 SH   SOLE   5,650 0 0
BOOKING HOLDINGS INC COM 09857L108   53,777,613 20,275 SH   SOLE   20,275 0 0
CREDIT ACCEP CORP MICH COM 225310101   57,239,407 131,271 SH   SOLE   131,271 0 0
CBIZ INC COM 124805102   43,126,922 871,427 SH   SOLE   871,427 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   74,141,493 207,325 SH   SOLE   207,325 0 0
CIGNA CORP NEW COM 125523100   30,182,948 118,119 SH   SOLE   118,119 0 0
CIGNA CORP NEW COM 125523100   275,972,400 1,080,000 SH Call SOLE   1,080,000 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   150,578,686 1,426,610 SH   SOLE   1,426,610 0 0
CRICUT INC COM CL A 22658D100   277,787 27,234 SH   SOLE   27,234 0 0
CARVANA CO CL A 146869102   111,117 11,350 SH   SOLE   11,350 0 0
DOORDASH INC CL A 25809K105   292,376 4,600 SH   SOLE   4,600 0 0
D R HORTON INC COM 23331A109   74,699,831 764,662 SH   SOLE   764,662 0 0
ENCORE CAP GROUP INC COM 292554102   51,276,976 1,016,392 SH   SOLE   1,016,392 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   91,446,278 433,703 SH   SOLE   433,703 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100   503,139 9,700 SH   SOLE   9,700 0 0
ALPHABET INC CAP STK CL C 02079K107   65,975,520 634,380 SH   SOLE   634,380 0 0
GOOSEHEAD INS INC COM CL A 38267D109   113,535 2,175 SH   SOLE   2,175 0 0
HCA HEALTHCARE INC COM 40412C101   80,238,615 304,303 SH   SOLE   304,303 0 0
HUMANA INC COM 444859102   67,999,839 140,073 SH   SOLE   140,073 0 0
MALIBU BOATS INC COM CL A 56117J100   77,619 1,375 SH   SOLE   1,375 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   49,896 28,350 SH   SOLE   28,350 0 0
PROGRESSIVE CORP COM 743315103   111,358,047 778,401 SH   SOLE   778,401 0 0
PHREESIA INC COM 71944F106   174,366 5,400 SH   SOLE   5,400 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   39,480,715 715,749 SH   SOLE   715,749 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   222,831 19,650 SH   SOLE   19,650 0 0
REVOLVE GROUP INC CL A 76156B107   120,980 4,600 SH   SOLE   4,600 0 0
SMARTSHEET INC COM CL A 83200N103   476,566 9,970 SH   SOLE   9,970 0 0
UBER TECHNOLOGIES INC COM 90353T100   473,123 14,925 SH   SOLE   14,925 0 0
WAYFAIR INC CL A 94419L101   210,401 6,127 SH   SOLE   6,127 0 0
BERKLEY W R CORP COM 084423102   67,074,970 1,077,336 SH   SOLE   1,077,336 0 0