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 |
| APPLOVIN CORP | COM CL A | 03831W108 | 128,650,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 259,200,000 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | |||
| CIMPRESS PLC | SHS EURO | G2143T103 | 140,307,610 | 2,358,904 | SH | SOLE | 2,358,904 | 0 | 0 | |||
| COLLIERS INTL GROUP INC | SUB VTG SHS | 194693107 | 98,124,316 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 11,463,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| WAYFAIR INC | CL A | 94419L101 | 237,286,500 | 3,650,000 | SH | SOLE | 3,650,000 | 0 | 0 | |||