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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 279,662 | 135,192 | SH | SOLE | 135,192 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 20,925 | 147,974 | SH | SOLE | 147,974 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 63,789 | 302,661 | SH | SOLE | 302,661 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 59,106 | 231,360 | SH | SOLE | 231,360 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 115,283 | 695,521 | SH | SOLE | 695,521 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 100,238 | 922,916 | SH | SOLE | 922,916 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 219,529 | 609,413 | SH | SOLE | 609,413 | 0 | 0 | ||
| DRAGONEER GROWTH OPPORTUN CO | COM CL A | G28302100 | 3,749 | 369,312 | SH | SOLE | 369,312 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 320,431 | 1,087,941 | SH | SOLE | 1,087,941 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 105,168 | 925,779 | SH | SOLE | 925,779 | 0 | 0 | ||
| ITURAN LOCATION AND CONTROL | SHS | M6158M104 | 24,152 | 1,137,642 | SH | SOLE | 1,137,642 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 101,157 | 453,152 | SH | SOLE | 453,152 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 65,660 | 310,112 | SH | SOLE | 310,112 | 0 | 0 | ||