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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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   19,943,703 769,433 SH   SOLE   769,433 0 0
CAZOO GROUP LTD CL A G2007L204   313,409 265,601 SH   SOLE   265,601 0 0
COSTAR GROUP INC COM 22160N109   55,286,355 621,195 SH   SOLE   621,195 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   17,731,729 170,563 SH   SOLE   170,563 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   82,005,490 563,418 SH   SOLE   563,418 0 0
RH COM 74967X103   82,174,368 249,323 SH   SOLE   249,323 0 0
SOHO HOUSE & CO INC COM CL A 586001109   32,846,235 6,060,191 SH   SOLE   6,060,191 0 0