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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
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
CARVANA CO CL A 146869102   44,735,743 219,983 SH   SOLE   179,044 0 40,939
DRIVEN BRANDS HLDGS INC COM 26210V102   92,905,342 5,756,217 SH   SOLE   4,680,063 0 1,076,154
ELEVANCE HEALTH INC COM 036752103   71,793,105 194,614 SH   SOLE   158,218 0 36,396
HILTON GRAND VACATIONS INC COM 43283X105   224,641,710 5,767,438 SH   SOLE   4,883,921 0 883,517
META PLATFORMS INC CL A 30303M102   74,996,219 128,087 SH   SOLE   104,184 0 23,903
SCHWAB CHARLES CORP COM 808513105   137,502,883 1,857,896 SH   SOLE   1,510,859 0 347,037
WORKDAY INC CL A 98138H101   108,373,374 420,003 SH   SOLE   347,407 0 72,596