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 |
| APPLOVIN CORP | COM CL A | 03831W108 | 210,476 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
| COLLIERS INTL GROUP INC | SUB VTG SHS | 194693107 | 473,126 | 4,225,143 | SH | SOLE | 4,225,143 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 1,196,252 | 3,963,463 | SH | SOLE | 3,963,463 | 0 | 0 | ||
| CIMPRESS PLC | SHS EURO | G2143T103 | 255,729 | 2,358,904 | SH | SOLE | 2,358,904 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 38,576 | 15,875,000 | SH | SOLE | 15,875,000 | 0 | 0 | ||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 116,843 | 2,047,005 | SH | SOLE | 2,047,005 | 0 | 0 | ||
| LATCH INC | COM | 51818V106 | 128,835 | 10,500,000 | SH | SOLE | 10,500,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 27,559 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SQUARESPACE INC | CLASS A | 85225A107 | 4,342 | 73,078 | SH | SOLE | 73,078 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 1,515,408 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 69,945 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 152,775 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||