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
ACTIVISION BLIZZARD ORD COM 00507V109   97,442,707 1,155,904 SH   SOLE   1,155,904 0 0
BATH AND BODY WORKS ORD COM 070830104   91,769,213 2,514,342 SH   SOLE   2,514,342 0 0
CARMAX ORD COM 143130102   89,822,069 1,073,143 SH   SOLE   1,073,143 0 0
CDW ORD COM 12514G108   98,070,658 534,445 SH   SOLE   534,445 0 0
DOMINOS PIZZA ORD COM 25754A201   52,728,825 156,470 SH   SOLE   156,470 0 0
HEICO CL A ORD CL A 422806208   597,128 4,247 SH   SOLE   4,247 0 0
LAMAR ADVERTISING CL A REIT CL A 512816109   57,024,187 574,551 SH   SOLE   574,551 0 0
LIBERTY BROADBAND SRS C ORD COM SER C 530307305   136,301,798 1,701,433 SH   SOLE   1,701,433 0 0
PROGRESSIVE ORD COM 743315103   103,484,616 781,783 SH   SOLE   781,783 0 0
ZEBRA TECHNOLOGIES CL A ORD CL A 989207105   11,688,539 39,511 SH   SOLE   39,511 0 0