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   1,053,173 48,758 SH   SOLE   48,758 0 0
AON PLC SHS CL A G0403H108   105,810,691 294,606 SH   SOLE   294,606 0 0
BOOKING HOLDINGS INC COM 09857L108   88,894,971 17,892 SH   SOLE   17,892 0 0
CREDIT ACCEP CORP MICH COM 225310101   8,270,946 17,618 SH   SOLE   17,618 0 0
CBIZ INC COM 124805102   85,130,368 1,040,332 SH   SOLE   1,040,332 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   63,481,004 185,200 SH Call SOLE   185,200 0 0
CIGNA CORP NEW COM 125523100   28,262,929 102,350 SH   SOLE   102,350 0 0
CIGNA CORP NEW COM 125523100   204,398,828 740,200 SH Call SOLE   740,200 0 0
CIGNA CORP NEW COM 125523100   55,228 200 SH Call SOLE   200 0 0
CIGNA CORP NEW COM 125523100   111,422,490 403,500 SH Call SOLE   403,500 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   89,902,548 661,194 SH   SOLE   661,194 0 0
CPAY INC COM 219948106   128,125,135 378,598 SH   SOLE   378,598 0 0
CARVANA CO CL A 146869102   1,166,880 5,738 SH   SOLE   5,738 0 0
CARVANA CO CL A 146869102   2,542,000 12,500 SH Call SOLE   12,500 0 0
DOORDASH INC CL A 25809K105   1,667,435 9,940 SH   SOLE   9,940 0 0
D R HORTON INC COM 23331A109   93,295,734 667,256 SH   SOLE   667,256 0 0
ENCORE CAP GROUP INC COM 292554102   43,111,852 902,488 SH   SOLE   902,488 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108   770,140 41,118 SH   SOLE   41,118 0 0
FIVERR INTL LTD ORD SHS M4R82T106   607,471 19,145 SH   SOLE   19,145 0 0
ALPHABET INC CAP STK CL C 02079K107   105,865,596 555,900 SH Call SOLE   555,900 0 0
ALPHABET INC CAP STK CL C 02079K107   19,044 100 SH Call SOLE   100 0 0
GOOSEHEAD INS INC COM CL A 38267D109   345,125 3,401 SH   SOLE   3,401 0 0
HCA HEALTHCARE INC COM 40412C101   86,128,043 286,950 SH   SOLE   286,950 0 0
HUMANA INC COM 444859102   30,903,400 121,806 SH   SOLE   121,806 0 0
MONDAY COM LTD SHS M7S64H106   855,589 3,634 SH   SOLE   3,634 0 0
NETFLIX INC COM 64110L106   32,496,636 36,459 SH   SOLE   36,459 0 0
PROGRESSIVE CORP COM 743315103   159,718,221 679,122 SH   SOLE   679,122 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   102,757,109 898,305 SH   SOLE   898,305 0 0
REVOLVE GROUP INC CL A 76156B107   913,406 27,274 SH   SOLE   27,274 0 0
RXO INC COMMON STOCK 74982T103   14,100,740 591,474 SH   SOLE   591,474 0 0
LATHAM GROUP INC COM 51819L107   831,880 119,523 SH   SOLE   119,523 0 0
THREDUP INC CL A 88556E102   888,972 639,548 SH   SOLE   639,548 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   403,329 869 SH   SOLE   869 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,685,401 27,941 SH   SOLE   27,941 0 0
WAYFAIR INC CL A 94419L101   1,456,754 32,869 SH   SOLE   32,869 0 0
BERKLEY W R CORP COM 084423102   44,615,589 762,399 SH   SOLE   762,399 0 0