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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
COSTAR GROUP, INC COM 22160N109 30,473 84,021 SH   SOLE   84,021 0 0
GRUBHUB, INC COM 400110102 1,142,007 11,254,626 SH   SOLE   11,254,626 0 0
HOWARD HUGHES CORP COM 44267D107 172,147 1,237,313 SH   SOLE   1,237,313 0 0
LIBERTY MEDIA CORP - SERIES C FORMULA ONE COM 531229854 64,579 2,093,336 SH   SOLE   2,093,336 0 0
MARTIN MARIETTA MATERIALS, INC COM 573284106 197,263 951,580 SH   SOLE   951,580 0 0
PLAYAGS, INC COM 72814N104 37,447 1,609,920 SH   SOLE   1,609,920 0 0
STARS GROUP, INC COM 85570W100 1,049,401 29,510,716 SH   SOLE   29,510,716 0 0
TRUECAR, INC COM 89785L107 156,144 16,505,723 SH   SOLE   16,505,723 0 0
VULCAN MATERIALS CO COM 929160109 187,534 1,642,585 SH   SOLE   1,642,585 0 0
ZILLOW GROUP, INC CLA 98954M101 787,888 14,590,510 SH   SOLE   14,590,510 0 0
ZILLOW GROUP, INC CLC 98954M200 1,631,276 30,321,115 SH   SOLE   30,321,115 0 0