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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
CARVANA CO CL A 146869102   888,039 187,350 SH   SOLE   187,350 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   20,672,076 330,436 SH   SOLE   330,436 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   1,716,348 13,583 SH   SOLE   13,583 0 0
MERCADOLIBRE INC COM 58733R102   6,830,003 8,071 SH   SOLE   8,071 0 0
MICROSOFT CORP COM 594918104   20,774,887 86,627 SH   SOLE   86,627 0 0
NEW YORK TIMES CO CL A 650111107   10,893,186 335,588 SH   SOLE   335,588 0 0
TEMPUR SEALY INTL INC COM 88023U101   15,948,997 464,579 SH   SOLE   464,579 0 0
TRANSDIGM GROUP INC COM 893641100   27,236,140 43,256 SH   SOLE   43,256 0 0