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 | 338,834 | 135,192 | SH | SOLE | 135,192 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 20,894 | 147,974 | SH | SOLE | 147,974 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 76,215 | 296,720 | SH | SOLE | 296,720 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 66,050 | 237,660 | SH | SOLE | 237,660 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 121,473 | 695,521 | SH | SOLE | 695,521 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 123,382 | 935,916 | SH | SOLE | 935,916 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 266,927 | 587,803 | SH | SOLE | 587,803 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 378,288 | 1,087,941 | SH | SOLE | 1,087,941 | 0 | 0 | ||
| GOBI ACQUISITION CORP | CLASS A ORD SHS | G4022Y104 | 19,700 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 115,472 | 929,879 | SH | SOLE | 929,879 | 0 | 0 | ||
| ITURAN LOCATION AND CONTROL | SHS | M6158M104 | 30,942 | 1,135,909 | SH | SOLE | 1,135,909 | 0 | 0 | ||
| KAROOOOO LTD | ORD SHS | Y4600W108 | 3,675 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 98,815 | 359,852 | SH | SOLE | 359,852 | 0 | 0 | ||