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 C | 02079K107 | 172,339 | 117,269 | SH | SOLE | 117,269 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 20,327 | 143,340 | SH | SOLE | 143,340 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 79,333 | 663,704 | SH | SOLE | 663,704 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 86,748 | 824,912 | SH | SOLE | 824,912 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 193,193 | 570,497 | SH | SOLE | 570,497 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 256,203 | 978,249 | SH | SOLE | 978,249 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 80,794 | 911,279 | SH | SOLE | 911,279 | 0 | 0 | ||
| ITURAN LOCATION AND CONTROL | SHS | M6158M104 | 20,430 | 1,467,642 | SH | SOLE | 1,467,642 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 59,197 | 128,388 | SH | SOLE | 128,388 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 99,149 | 643,657 | SH | SOLE | 643,657 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 61,173 | 305,912 | SH | SOLE | 305,912 | 0 | 0 | ||