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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107 92,314 123,920 SH   SOLE 123,920 0 0
AMAYA INC COM 02314M108 26,607 1,988,600 SH   SOLE 1,988,600 0 0
AMERCO COM 023586100 53,127 148,687 SH   SOLE 148,687 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 9,013 799,728 SH   SOLE 799,728 0 0
CALPINE CORP COM NEW 131347304 17,123 1,128,769 SH   SOLE 1,128,769 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 40,256 198,865 SH   SOLE 198,865 0 0
COPA HOLDINGS SA CL A P31076105 30 444 SH   SOLE 444 0 0
HORIZON GLOBAL CORP COM 44052W104 13 1,045 SH   SOLE 1,045 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 136,889 3,481,408 SH   SOLE 3,481,408 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 620 16,369 SH   SOLE 16,369 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 27,321 727,395 SH   SOLE 727,395 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 15,597 352,305 SH   SOLE 352,305 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1,173 54,721 SH   SOLE 54,721 0 0
RUSH ENTERPRISES INC CL A 781846209 33,164 1,818,179 SH   SOLE 1,818,179 0 0
RUSH ENTERPRISES INC CL B 781846308 20,811 1,139,721 SH   SOLE 1,139,721 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 939 33,665 SH   SOLE 33,665 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 37,083 1,315,000 SH   SOLE 1,315,000 0 0