The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
CARMAX INC | COM | 143130102 | 6,685,120 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 11,370,840 | 72,150 | SH | SOLE | 72,150 | 0 | 0 | ||
CULLEN FROST BANKERS INC | COM | 229899109 | 3,160,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
DIGIMARC CORP NEW | COM | 25381B101 | 1,683,415 | 85,670 | SH | SOLE | 85,670 | 0 | 0 | ||
HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 7,085,466 | 434,958 | SH | SOLE | 434,958 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 8,182,472 | 33,200 | SH | SOLE | 33,200 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 8,665,642 | 111,570 | SH | SOLE | 111,570 | 0 | 0 | ||
RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | 17,676,572 | 484,157 | SH | SOLE | 484,157 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 3,090,420 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 9,018,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 11,464,366 | 257,800 | SH | SOLE | 257,800 | 0 | 0 | ||
ZIONS BANCORPORATION N A | COM | 989701107 | 3,142,650 | 105,000 | SH | SOLE | 105,000 | 0 | 0 |