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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   7,864,953 187,350 SH   SOLE   187,350 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   34,023,060 378,034 SH   SOLE   378,034 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   6,533,431 43,504 SH   SOLE   43,504 0 0
MICROSOFT CORP COM 594918104   21,236,082 67,256 SH   SOLE   67,256 0 0
NEW YORK TIMES CO CL A 650111107   13,826,226 335,588 SH   SOLE   335,588 0 0
TEMPUR SEALY INTL INC COM 88023U101   19,882,528 458,757 SH   SOLE   458,757 0 0
TRANSDIGM GROUP INC COM 893641100   33,390,477 39,603 SH   SOLE   39,603 0 0