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 | 381,274 | 131,765 | SH | SOLE | 131,765 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 39,387 | 103,299 | SH | SOLE | 103,299 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 142,011 | 693,483 | SH | SOLE | 693,483 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 141,488 | 933,176 | SH | SOLE | 933,176 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 342,995 | 498,771 | SH | SOLE | 498,771 | 0 | 0 | ||
| GOBI ACQUISITION CORP | CLASS A ORD SHS | G4022Y104 | 19,320 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 3,565 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 118,994 | 925,879 | SH | SOLE | 925,879 | 0 | 0 | ||
| KAROOOOO LTD | ORD SHS | Y4600W108 | 88,787 | 2,177,218 | SH | SOLE | 2,177,218 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 360,559 | 1,071,976 | SH | SOLE | 1,071,976 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 248,436 | 412,383 | SH | SOLE | 412,383 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 79,052 | 353,366 | SH | SOLE | 353,366 | 0 | 0 | ||