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 |
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
CARVANA CO | CL A | 146869102 | 1,834,157 | 187,350 | SH | SOLE | 187,350 | 0 | 0 | |||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 30,016,434 | 365,831 | SH | SOLE | 365,831 | 0 | 0 | |||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 5,298,966 | 37,616 | SH | SOLE | 37,616 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 23,137,805 | 80,256 | SH | SOLE | 80,256 | 0 | 0 | |||
NEW YORK TIMES CO | CL A | 650111107 | 13,047,661 | 335,588 | SH | SOLE | 335,588 | 0 | 0 | |||
TEMPUR SEALY INTL INC | COM | 88023U101 | 16,682,393 | 422,446 | SH | SOLE | 422,446 | 0 | 0 | |||
TRANSDIGM GROUP INC | COM | 893641100 | 31,881,835 | 43,256 | SH | SOLE | 43,256 | 0 | 0 |