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 |
| CERNER CORP | COM | 156782104 | 27,382 | 383,931 | SH | SOLE | 383,931 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 46,831 | 167,152 | SH | SOLE | 167,152 | 0 | 0 | ||
| EPLUS INC | COM | 294268107 | 20,190 | 218,391 | SH | SOLE | 218,391 | 0 | 0 | ||
| ITURAN LOCATION AND CONTROL | SHS | M6158M104 | 31,554 | 875,273 | SH | SOLE | 875,273 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 11,252 | 42,653 | SH | SOLE | 42,653 | 0 | 0 | ||
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 15,420 | 140,042 | SH | SOLE | 140,042 | 0 | 0 | ||
| RMR GROUP INC | CL A | 74967R106 | 22,628 | 440,666 | SH | SOLE | 440,666 | 0 | 0 | ||
| TESLA INC | NOTE 2.375% 3/1 | 88160RAD3 | 10,554 | 8,576,000 | SH | SOLE | 8,576,000 | 0 | 0 | ||
| WAYSIDE TECHNOLOGY GROUP INC | COM | 946760105 | 1,662 | 122,441 | SH | SOLE | 122,441 | 0 | 0 | ||