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
CIGNA CORP NEW COM 125523100 943 3,400 SH Call SOLE NONE 3,400 0 0
CIGNA CORP NEW COM 125523100 298,003 1,074,000 SH Call SOLE NONE 1,074,000 0 0
CIGNA CORP NEW COM 125523100 4,245 15,300 SH Call SOLE NONE 15,300 0 0
META PLATFORMS INC CL A 30303M102 3,962 29,200 SH Call SOLE NONE 29,200 0 0
META PLATFORMS INC CL A 30303M102 21,709 160,000 SH Call SOLE NONE 160,000 0 0
META PLATFORMS INC CL A 30303M102 2,714 20,000 SH Call SOLE NONE 20,000 0 0
META PLATFORMS INC CL A 30303M102 2,714 20,000 SH Call SOLE NONE 20,000 0 0
NETFLIX INC COM 64110L106 2,237 9,500 SH Call SOLE NONE 9,500 0 0
NETFLIX INC COM 64110L106 2,354 10,000 SH Call SOLE NONE 10,000 0 0
NETFLIX INC COM 64110L106 7,063 30,000 SH Call SOLE NONE 30,000 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 3,852 47,500 SH Call SOLE NONE 47,500 0 0
WAYFAIR INC CL A 94419L101 3,060 94,000 SH Call SOLE NONE 94,000 0 0
WAYFAIR INC CL A 94419L101 1,302 40,000 SH Call SOLE NONE 40,000 0 0
WAYFAIR INC CL A 94419L101 3,255 100,000 SH Call SOLE NONE 100,000 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 139,643 1,523,492 SH   SOLE NONE 1,523,492 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 26,206 1,036,222 SH   SOLE NONE 1,036,222 0 0
ACV AUCTIONS INC COM CL A 00091G104 133 18,500 SH   SOLE NONE 18,500 0 0
AON PLC SHS CL A G0403H108 129,903 484,948 SH   SOLE NONE 484,948 0 0
ASANA INC CL A 04342Y104 240 10,800 SH   SOLE NONE 10,800 0 0
BOOKING HOLDINGS INC COM 09857L108 33,778 20,556 SH   SOLE NONE 20,556 0 0
CREDIT ACCEP CORP MICH COM 225310101 41,549 94,861 SH   SOLE NONE 94,861 0 0
CBIZ INC COM 124805102 28,553 667,446 SH   SOLE NONE 667,446 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 57,843 190,681 SH   SOLE NONE 190,681 0 0
CIGNA CORP NEW COM 125523100 58,772 211,815 SH   SOLE NONE 211,815 0 0
CRICUT INC COM CL A 22658D100 230 24,884 SH   SOLE NONE 24,884 0 0
CARVANA CO CL A 146869102 148 7,300 SH   SOLE NONE 7,300 0 0
DOORDASH INC CL A 25809K105 161 3,250 SH   SOLE NONE 3,250 0 0
D R HORTON INC COM 23331A109 55,058 817,488 SH   SOLE NONE 817,488 0 0
ENCORE CAP GROUP INC COM 292554102 50,107 1,101,740 SH   SOLE NONE 1,101,740 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100 298 9,450 SH   SOLE NONE 9,450 0 0
ALPHABET INC CAP STK CL C 02079K107 66,180 688,300 SH   SOLE NONE 688,300 0 0
GOOSEHEAD INS INC COM CL A 38267D109 37 1,025 SH   SOLE NONE 1,025 0 0
HCA HEALTHCARE INC COM 40412C101 59,796 325,350 SH   SOLE NONE 325,350 0 0
HUMANA INC COM 444859102 88,463 182,327 SH   SOLE NONE 182,327 0 0
MALIBU BOATS INC COM CL A 56117J100 60 1,250 SH   SOLE NONE 1,250 0 0
META PLATFORMS INC CL A 30303M102 23,837 175,689 SH   SOLE NONE 175,689 0 0
OLO INC CL A 68134L109 81 10,200 SH   SOLE NONE 10,200 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 77 24,750 SH   SOLE NONE 24,750 0 0
PROGRESSIVE CORP COM 743315103 99,372 855,105 SH   SOLE NONE 855,105 0 0
PHREESIA INC COM 71944F106 140 5,500 SH   SOLE NONE 5,500 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 3,518 43,378 SH   SOLE NONE 43,378 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 98 14,150 SH   SOLE NONE 14,150 0 0
REVOLVE GROUP INC CL A 76156B107 49 2,250 SH   SOLE NONE 2,250 0 0
SMARTSHEET INC COM CL A 83200N103 310 9,020 SH   SOLE NONE 9,020 0 0
UBER TECHNOLOGIES INC COM 90353T100 305 11,500 SH   SOLE NONE 11,500 0 0
WAYFAIR INC CL A 94419L101 139 4,271 SH   SOLE NONE 4,271 0 0
BERKLEY W R CORP COM 084423102 130,498 2,020,722 SH   SOLE NONE 2,020,722 0 0