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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

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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
COSTAR GROUP, INC COM 22160N109 22,801 85,000 SH   SOLE   85,000 0 0
GRUBHUB, INC COM 400110102 563,614 10,702,879 SH   SOLE   10,702,879 0 0
HOWARD HUGHES CORP COM 44267D107 123,992 1,051,405 SH   SOLE   1,051,405 0 0
MARTIN MARIETTA MATERIALS, INC COM 573284106 164,590 798,089 SH   SOLE   798,089 0 0
THE STARS GROUP, INC COM 02314M108 592,213 28,959,122 SH   SOLE   28,959,122 0 0
TRUECAR, INC COM 89785L107 98,542 16,240,758 SH   SOLE   16,240,758 0 0
VULCAN MATERIALS CO COM 929160109 168,554 1,409,312 SH   SOLE   1,409,312 0 0
ZILLOW GROUP, INC CLA 98954M101 558,448 13,909,042 SH   SOLE   13,909,042 0 0
ZILLOW GROUP, INC CLC 98954M200 1,124,694 27,970,511 SH   SOLE   27,970,511 0 0