The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 142,048 | 156,315 | SH | SOLE | 156,315 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 30,781 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
| AMERCO | COM | 023586100 | 34,011 | 92,910 | SH | SOLE | 92,910 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 25,303 | 1,651,640 | SH | SOLE | 1,651,640 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 46,042 | 136,685 | SH | SOLE | 136,685 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 101,660 | 395,349 | SH | SOLE | 395,349 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 12,714 | 1,228,436 | SH | SOLE | 1,228,436 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 127,614 | 3,410,316 | SH | SOLE | 3,410,316 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 34,373 | 1,102,395 | SH | SOLE | 1,102,395 | 0 | 0 | ||
| RUSH ENTERPRISES INC | CL B | 781846308 | 10,721 | 294,451 | SH | SOLE | 294,451 | 0 | 0 | ||
| TEEKAY CORPORATION | COM | Y8564W103 | 345 | 51,743 | SH | SOLE | 51,743 | 0 | 0 | ||
| TEEKAY LNG PARTNERS L P | PRTNRSP UNITS | Y8564M105 | 3,472 | 226,168 | SH | SOLE | 226,168 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 12,311 | 230,580 | SH | SOLE | 230,580 | 0 | 0 | ||