Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting CREDIT ACCEP CORP MICH,CACC,,Sell,225310101,85518000.0,195246.0,40.818 SALESFORCE INC,CRM,,Sell,79466L302,43892000.0,305143.0,20.95 WIX COM LTD,WIX,,Buy,M98068105,35657000.0,455800.0,17.019 META PLATFORMS INC,FB,cl a,Buy,30303M102,28547000.0,210400.0,13.626 CARVANA CO,CVNA,cl a,Buy,146869102,14410000.0,709835.0,6.878 TRUPANION INC,TRUP,,Buy,898202106,1486000.0,25000.0,0.709