The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 763 | 350 | SH | DFND | 1 | 0 | 350 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 269,808 | 123,807 | SH | DFND | 1 | 0 | 123,807 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 187,629 | 85,775 | SH | DFND | 1 | 0 | 85,775 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 122,685 | 300 | SH | DFND | 1 | 0 | 300 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 8,677 | 31,780 | SH | DFND | 1 | 0 | 31,780 | 0 | |
| CARVANA CO | CL A | 146869102 | 8,016 | 355,000 | SH | DFND | 1 | 0 | 355,000 | 0 | |
| CREDIT ACCEP CORP MICH | COM | 225310101 | 69,690 | 147,208 | SH | DFND | 1 | 0 | 147,208 | 0 | |
| FERGUSON PLC NEW | SHS | G3421J106 | 6,366 | 57,500 | SH | DFND | 1 | 0 | 57,500 | 0 | |
| FERGUSON PLC NEW | SHS | G3421J106 | 3,930 | 35,500 | SH | DFND | 1 | 0 | 35,500 | 0 | |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 1,599 | 29,074 | SH | DFND | 1 | 0 | 29,074 | 0 | |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 2,200 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| MARKEL CORP | COM | 570535104 | 3,007 | 2,325 | SH | DFND | 1 | 0 | 2,325 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 1,146 | 1,800 | SH | DFND | 1 | 0 | 1,800 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 1,369 | 2,150 | SH | DFND | 1 | 0 | 2,150 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 20,963 | 130,000 | SH | DFND | 1 | 0 | 130,000 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 198,658 | 773,500 | SH | DFND | 1 | 0 | 773,500 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 1,169 | 4,550 | SH | DFND | 1 | 0 | 4,550 | 0 | |
| Radcom LTD | SHS NEW | M81865111 | 63 | 5,519 | SH | DFND | 1 | 0 | 5,519 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 28,969 | 175,528 | SH | DFND | 1 | 0 | 175,528 | 0 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 1,478 | 15,750 | SH | DFND | 1 | 0 | 15,750 | 0 | |
| STONECO LTD | COM CL A | G85158106 | 924 | 120,000 | SH | DFND | 1 | 0 | 120,000 | 0 | |
| STONECO LTD | COM CL A | G85158106 | 347 | 45,000 | SH | DFND | 1 | 0 | 45,000 | 0 | |
| TUCOWS INC | COM NEW | 898697206 | 223 | 5,000 | SH | DFND | 1 | 0 | 5,000 | 0 | |
| TUCOWS INC | COM NEW | 898697206 | 1,081 | 24,289 | SH | DFND | 1 | 0 | 24,289 | 0 | |
| TUCOWS INC | COM NEW | 898697206 | 445 | 10,000 | SH | DFND | 1 | 0 | 10,000 | 0 | |
| TUCOWS INC | COM NEW | 898697206 | 62,912 | 1,413,439 | SH | DFND | 1 | 0 | 1,413,439 | 0 | |
| TWITTER INC | COM | 90184L102 | 1,122 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| WIX COM LTD | SHS | M98068105 | 17,043 | 260,000 | SH | DFND | 1 | 0 | 260,000 | 0 | |