The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLIANCE DATA SYSTEMS CORP COM 018581108 9,883 293,689 SH   SOLE   293,689 0 0
ALPHABET INC CAP STK CL C 02079K107 134,689 115,831 SH   SOLE   115,831 0 0
APPFOLIO INC COM CL A 03783C100 9,939 89,585 SH   SOLE   89,585 0 0
CDW CORP COM 12514G108 54,996 589,641 SH   SOLE   589,641 0 0
COPART INC COM 217204106 55,482 809,715 SH   SOLE   809,715 0 0
CREDIT ACCEP CORP MICH COM 225310101 133,444 521,896 SH   SOLE   521,896 0 0
FACEBOOK INC CL A 30303M102 161,842 970,275 SH   SOLE   970,275 0 0
HEICO CORP NEW CL A 422806208 66,457 1,040,022 SH   SOLE   1,040,022 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 20,881 1,469,492 SH   SOLE   1,469,492 0 0
SEA LTD SPONSORED ADS 81141R100 38,734 874,156 SH   SOLE   874,156 0 0
VISA INC COM CL A 92826C839 37,235 231,102 SH   SOLE   231,102 0 0