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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARDLYTICS INC COM 14161W105   9,042,600 624,058 SH   SOLE   624,058 0 0
CARVANA CO CL A 146869102   93,453,780 1,063,062 SH   SOLE   1,063,062 0 0
ONEWATER MARINE INC CL A COM 68280L101   13,925,073 494,674 SH   SOLE   494,674 0 0
PROGYNY INC COM 74340E103   3,980,838 104,347 SH   SOLE   104,347 0 0