Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting CREDIT ACCEP CORP MICH,CACC,,Sell,225310101,132831000.0,193158.0,34.384 SALESFORCE COM INC,CRM,,Buy,79466L302,81053000.0,318943.0,20.981 META PLATFORMS INC,FB,cl a,Buy,30303M102,75141000.0,223400.0,19.45 WIX COM LTD,WIX,,Buy,M98068105,64915000.0,411400.0,16.803 CARVANA CO,CVNA,cl a,New,146869102,30836000.0,133035.0,7.982 TRUPANION INC,TRUP,,New,898202106,1545000.0,11700.0,0.4