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
AMAYA INC COM 02314M108 32,045 1,760,700 SH   SOLE 1,760,700 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 34,970 198,865 SH   SOLE 198,865 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 9,393 316,247 SH   SOLE 316,247 0 0
GOOGLE INC CL C 38259P706 130,133 213,887 SH   SOLE 213,887 0 0
HIGHER ONE HLDGS INC COM 42983D104 3,296 1,673,298 SH   SOLE 1,673,298 0 0
HORIZON GLOBAL CORP COM 44052W104 7,723 875,606 SH   SOLE 875,606 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 139,634 3,537,727 SH   SOLE 3,537,727 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 560 16,369 SH   SOLE 16,369 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 13,430 327,395 SH   SOLE 327,395 0 0
MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 1,138 58,095 SH   SOLE 58,095 0 0
AMERCO COM 023586100 46,328 117,741 SH   SOLE 117,741 0 0
BOEING CO COM 097023105 57,678 440,462 SH   SOLE 440,462 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 19,916 420,623 SH   SOLE 420,623 0 0
RUSH ENTERPRISES INC CL B 781846308 13,986 600,000 SH   SOLE 600,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 908 33,665 SH   SOLE 33,665 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 35,597 1,315,000 SH   SOLE 1,315,000 0 0
XOOM CORP COM 98419Q101 42,943 1,726,009 SH   SOLE 1,726,009 0 0