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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
CARVANA CO | CL A | 146869102 | 9,918,309 | 187,350 | SH | SOLE | 187,350 | 0 | 0 | |||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 41,220,827 | 378,034 | SH | SOLE | 378,034 | 0 | 0 | |||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 11,653,032 | 63,996 | SH | SOLE | 63,996 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 18,228,539 | 48,475 | SH | SOLE | 48,475 | 0 | 0 | |||
NEW YORK TIMES CO | CL A | 650111107 | 16,440,456 | 335,588 | SH | SOLE | 335,588 | 0 | 0 | |||
TEMPUR SEALY INTL INC | COM | 88023U101 | 24,940,029 | 489,308 | SH | SOLE | 489,308 | 0 | 0 | |||
TRANSDIGM GROUP INC | COM | 893641100 | 34,818,260 | 34,419 | SH | SOLE | 34,419 | 0 | 0 |