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 161,254 212,489 SH   SOLE 212,489 0 0
AMAYA INC COM 02314M108 23,463 1,863,600 SH   SOLE 1,863,600 0 0
AMERCO COM 023586100 38,525 98,910 SH   SOLE 98,910 0 0
CALPINE CORP COM NEW 131347304 30,641 2,117,581 SH   SOLE 2,117,581 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 36,412 198,865 SH   SOLE 198,865 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 2,204 79,275 SH   SOLE 79,275 0 0
HORIZON GLOBAL CORP COM 44052W104 9,003 868,219 SH   SOLE 868,219 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 140,305 3,218,013 SH   SOLE 3,218,013 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 704 16,369 SH   SOLE 16,369 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 13,348 327,395 SH   SOLE 327,395 0 0
MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 1,116 58,095 SH   SOLE 58,095 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 20,680 352,305 SH   SOLE 352,305 0 0
RUSH ENTERPRISES INC CL A 781846209 8,511 388,824 SH   SOLE 388,824 0 0
RUSH ENTERPRISES INC CL B 781846308 24,960 1,139,721 SH   SOLE 1,139,721 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 914 33,665 SH   SOLE 33,665 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 35,807 1,315,000 SH   SOLE 1,315,000 0 0