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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACV AUCTIONS INC COM CL A 00091G104   448,760 26,000 SH   SOLE   26,000 0 0
AON PLC SHS CL A G0403H108   126,416,020 366,264 SH   SOLE   366,264 0 0
ASANA INC CL A 04342Y104   131,138 5,950 SH   SOLE   5,950 0 0
BOOKING HOLDINGS INC COM 09857L108   52,613,230 19,484 SH   SOLE   19,484 0 0
CREDIT ACCEP CORP MICH COM 225310101   11,482,774 22,607 SH   SOLE   22,607 0 0
CBIZ INC COM 124805102   46,851,182 879,339 SH   SOLE   879,339 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   73,176,798 199,191 SH   SOLE   199,191 0 0
CIGNA CORP NEW COM 125523100   31,848,277 113,533 SH   SOLE   113,533 0 0
CIGNA CORP NEW COM 125523100   328,208,400 1,170,000 SH Call SOLE   1,170,000 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   135,173,165 1,376,649 SH   SOLE   1,376,649 0 0
CRICUT INC COM CL A 22658D100   278,575 22,834 SH   SOLE   22,834 0 0
CARVANA CO CL A 146869102   662,256 25,550 SH   SOLE   25,550 0 0
DOORDASH INC CL A 25809K105   504,504 6,600 SH   SOLE   6,600 0 0
D R HORTON INC COM 23331A109   89,395,178 734,614 SH   SOLE   734,614 0 0
ENCORE CAP GROUP INC COM 292554102   45,705,037 940,046 SH   SOLE   940,046 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   104,620,265 416,681 SH   SOLE   416,681 0 0
ALPHABET INC CAP STK CL C 02079K107   73,739,998 609,623 SH   SOLE   609,623 0 0
GOOSEHEAD INS INC COM CL A 38267D109   174,520 2,775 SH   SOLE   2,775 0 0
HCA HEALTHCARE INC COM 40412C101   88,688,619 292,364 SH   SOLE   292,364 0 0
HUMANA INC COM 444859102   60,157,255 134,583 SH   SOLE   134,583 0 0
MONDAY COM LTD SHS M7S64H106   108,040 631 SH   SOLE   631 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   286,425 71,250 SH   SOLE   71,250 0 0
PROGRESSIVE CORP COM 743315103   98,985,095 747,791 SH   SOLE   747,791 0 0
PHREESIA INC COM 71944F106   86,772 2,800 SH   SOLE   2,800 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   51,264,681 904,937 SH   SOLE   904,937 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   96,510 12,550 SH   SOLE   12,550 0 0
REVOLVE GROUP INC CL A 76156B107   164,000 10,000 SH   SOLE   10,000 0 0
SMARTSHEET INC COM CL A 83200N103   459,885 12,020 SH   SOLE   12,020 0 0
UBER TECHNOLOGIES INC COM 90353T100   667,038 15,455 SH   SOLE   15,455 0 0
WAYFAIR INC CL A 94419L101   533,277 8,203 SH   SOLE   8,203 0 0
BERKLEY W R CORP COM 084423102   33,312,750 559,596 SH   SOLE   559,596 0 0