The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 352,999 | 132,442 | SH | SOLE | 132,442 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 17,816 | 147,974 | SH | SOLE | 147,974 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 116,266 | 297,037 | SH | SOLE | 297,037 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 126,599 | 695,521 | SH | SOLE | 695,521 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 129,830 | 935,916 | SH | SOLE | 935,916 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 38,045 | 65,000 | SH | Put | SOLE | 65,000 | 0 | 0 | |
| CREDIT ACCEP CORP MICH | COM | 225310101 | 214,863 | 367,099 | SH | SOLE | 367,099 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 364,790 | 1,074,841 | SH | SOLE | 1,074,841 | 0 | 0 | ||
| GOBI ACQUISITION CORP | CLASS A ORD SHS | G4022Y104 | 19,390 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 110,126 | 929,879 | SH | SOLE | 929,879 | 0 | 0 | ||
| ITURAN LOCATION AND CONTROL | SHS | M6158M104 | 28,683 | 1,129,686 | SH | SOLE | 1,129,686 | 0 | 0 | ||
| KAROOOOO LTD | ORD SHS | Y4600W108 | 2,952 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 255,234 | 418,183 | SH | SOLE | 418,183 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 113,484 | 356,052 | SH | SOLE | 356,052 | 0 | 0 | ||