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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 17,655 306,667 SH   SOLE   306,667 0 0
AMAYA, INC COM 02314M108 517,663 28,919,711 SH   SOLE   28,919,711 0 0
GRUBHUB, INC COM 400110102 432,159 9,911,910 SH   SOLE   9,911,910 0 0
HOWARD HUGHES CORP COM 44267D107 122,872 1,000,257 SH   SOLE   1,000,257 0 0
MARTIN MARIETTA MATERIALS, INC COM 573284106 168,738 758,100 SH   SOLE   758,100 0 0
TRUECAR, INC COM 89785L107 238,607 11,972,257 SH   SOLE   11,972,257 0 0
VULCAN MATERIALS CO COM 929160109 169,856 1,340,830 SH   SOLE   1,340,830 0 0
ZILLOW GROUP, INC CLA 98954M101 667,953 13,628,910 SH   SOLE   13,628,910 0 0
ZILLOW GROUP, INC CLC 98954M200 1,306,036 26,741,104 SH   SOLE   26,741,104 0 0