The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 148,425 | 178,920 | SH | SOLE | 178,920 | 0 | 0 | ||
| AMERCO | COM | 023586100 | 35,504 | 93,141 | SH | SOLE | 93,141 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 31,701 | 2,127,595 | SH | SOLE | 2,127,595 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 44,740 | 136,685 | SH | SOLE | 136,685 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 96,953 | 486,198 | SH | SOLE | 486,198 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 7,088 | 406,210 | SH | SOLE | 406,210 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 114,895 | 3,309,195 | SH | SOLE | 3,309,195 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 38,628 | 1,102,395 | SH | SOLE | 1,102,395 | 0 | 0 | ||
| RUSH ENTERPRISES INC | CL B | 781846308 | 22,412 | 718,786 | SH | SOLE | 718,786 | 0 | 0 | ||
| SERITAGE GROWTH PPTYS | CL A | 81752R100 | 12,456 | 288,657 | SH | SOLE | 288,657 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 26,222 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||