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 |
| CARVANA CO | CL A | 146869102 | 24,456,074 | 120,260 | SH | SOLE | 120,260 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 29,147,145 | 172,898 | SH | SOLE | 172,898 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 21,967,828 | 88,881 | SH | SOLE | 88,881 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM LBTY LIV S C | 531229722 | 3,279,131 | 48,180 | SH | SOLE | 48,180 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 26,111,082 | 61,948 | SH | SOLE | 61,948 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 10,688,572 | 205,352 | SH | SOLE | 205,352 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 22,747,259 | 401,257 | SH | SOLE | 401,257 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 28,733,039 | 22,673 | SH | SOLE | 22,673 | 0 | 0 | ||