The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| CARMAX INC | COM | 143130102 | BBG001SD9561 | 6,685,120 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG001S7W158 | 11,370,840 | 72,150 | SH | SOLE | 72,150 | 0 | 0 | ||
| CULLEN FROST BANKERS INC | COM | 229899109 | BBG001S6D2D0 | 3,160,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DIGIMARC CORP NEW | COM | 25381B101 | BBG001T2W3C6 | 1,683,415 | 85,670 | SH | SOLE | 85,670 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | BBG011N571V5 | 7,085,466 | 434,958 | SH | SOLE | 434,958 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | BBG001S8L5H6 | 8,182,472 | 33,200 | SH | SOLE | 33,200 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | BBG009H04M26 | 8,665,642 | 111,570 | SH | SOLE | 111,570 | 0 | 0 | ||
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | BBG001S80721 | 17,676,572 | 484,157 | SH | SOLE | 484,157 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | BBG001S5VXD4 | 3,090,420 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 9,018,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | BBG009NRSWK2 | 11,464,366 | 257,800 | SH | SOLE | 257,800 | 0 | 0 | ||
| ZIONS BANCORPORATION N A | COM | 989701107 | BBG001S5XN80 | 3,142,650 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||