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
ALPHABET INC CAP STK CL C 02079K107 165,773 117,269 SH   SOLE   117,269 0 0
ALPHABET INC PUT 02079K957 142,916 101,100 SH Put SOLE   101,100 0 0
APPFOLIO INC COM CL A 03783C100 23,323 143,340 SH   SOLE   143,340 0 0
CDW CORP COM 12514G108 69,925 601,871 SH   SOLE   601,871 0 0
COPART INC COM 217204106 66,118 794,016 SH   SOLE   794,016 0 0
CREDIT ACCEP CORP MICH COM 225310101 239,044 570,497 SH   SOLE   570,497 0 0
FACEBOOK INC CL A 30303M102 222,131 978,249 SH   SOLE   978,249 0 0
FACEBOOK INC PUT 30303M952 44,506 196,000 SH Put SOLE   196,000 0 0
HEICO CORP NEW CL A 422806208 57,848 712,064 SH   SOLE   712,064 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 23,541 1,469,492 SH   SOLE   1,469,492 0 0
SEA LTD SPONSORED ADS 81141R100 89,836 837,709 SH   SOLE   837,709 0 0
SPDR GOLD TR GOLD SHS 78463V107 106,912 638,779 SH   SOLE   638,779 0 0
VISA INC COM CL A 92826C839 59,093 305,912 SH   SOLE   305,912 0 0
WALMART INC COM 931142103 54,480 454,832 SH   SOLE   454,832 0 0