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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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLOVIN CORP COM CL A 03831W108   52,650,000 5,000,000 SH   SOLE   5,000,000 0 0
CARVANA CO CL A 146869102   47,400,000 10,000,000 SH   SOLE   10,000,000 0 0
CIMPRESS PLC SHS EURO G2143T103   65,129,339 2,358,904 SH   SOLE   2,358,904 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   91,827,243 1,000,000 SH   SOLE   1,000,000 0 0
WAYFAIR INC CL A 94419L101   120,048,500 3,650,000 SH   SOLE   3,650,000 0 0