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 |
| CARMAX INC | COM | 143130102 | 18,005 | 186,618 | SH | SOLE | 186,618 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 20,051 | 168,088 | SH | SOLE | 168,088 | 0 | 0 | ||
| DRIVE SHACK INC | COM | 262077100 | 5,772 | 3,748,000 | SH | SOLE | 3,748,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 29,146 | 133,640 | SH | SOLE | 133,640 | 0 | 0 | ||
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 4,889 | 68,529 | SH | SOLE | 68,529 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 22,562 | 47,778 | SH | SOLE | 47,778 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 23,384 | 226,284 | SH | SOLE | 226,284 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 13,459 | 184,878 | SH | SOLE | 184,878 | 0 | 0 | ||