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
ACTIVISION BLIZZARD, INC COM 00507V109 56,229 1,127,740 SH   SOLE   1,127,740 0 0
AMAYA, INC COM 02314M108 482,525 28,383,795 SH   SOLE   28,383,795 0 0
GRUBHUB, INC COM 400110102 315,169 9,582,509 SH   SOLE   9,582,509 0 0
HOWARD HUGHES CORP COM 44267D107 29,564 252,141 SH   SOLE   252,141 0 0
MARTIN MARIETTA MATERIALS, INC COM 573284106 156,450 716,839 SH   SOLE   716,839 0 0
TRUECAR, INC COM 89785L107 71,622 4,629,739 SH   SOLE   4,629,739 0 0
VULCAN MATERIALS CO COM 929160109 134,254 1,114,323 SH   SOLE   1,114,323 0 0
ZHAOPIN LTD ADR 98954L103 5,708 331,262 SH   SOLE   331,262 0 0
ZILLOW GROUP, INC CLA 98954M101 451,708 13,360,188 SH   SOLE   13,360,188 0 0
ZILLOW GROUP, INC CLC 98954M200 874,070 25,959,897 SH   SOLE   25,959,897 0 0