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
ADOBE SYSTEMS INC COM 00724F101 202 748 SH   SOLE   748 0 0
ALIGN TECHNOLOGY INC COM 016255101 261 666 SH   SOLE   666 0 0
ALPHABET INC CAP STK CL C 02079K107 25,421 21,300 SH   SOLE   21,300 0 0
ALTRIA GROUP INC COM 02209S103 285 4,731 SH   SOLE   4,731 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 31,598 454,000 SH   SOLE   454,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 244 1,621 SH   SOLE   1,621 0 0
BALL CORP COM 058498106 28,813 655,000 SH   SOLE   655,000 0 0
BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107 101 11,425 SH   SOLE   11,425 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 272 1,270 SH   SOLE   1,270 0 0
BOEING CO COM 097023105 242 651 SH   SOLE   651 0 0
BOTTOMLINE TECH DEL INC COM 101388106 34,617 476,094 SH   SOLE   476,094 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 27,924 85,688 SH   SOLE   85,688 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 41,030 90,271 SH   SOLE   90,271 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 50,599 906,786 SH   SOLE   906,786 0 0
CONOCOPHILLIPS COM 20825C104 206 2,666 SH   SOLE   2,666 0 0
COPART INC COM 217204106 47,328 918,450 SH   SOLE   918,450 0 0
COSTCO WHSL CORP NEW COM 22160K105 241 1,024 SH   SOLE   1,024 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 25,791 231,665 SH   SOLE   231,665 0 0
CVS HEALTH CORP COM 126650100 335 4,258 SH   SOLE   4,258 0 0
ELECTRONIC ARTS INC COM 285512109 26,042 216,138 SH   SOLE   216,138 0 0
GLOBALSTAR INC COM 378973408 3,327 6,550,000 SH   SOLE   6,550,000 0 0
GROUPON INC COM 399473107 59,415 15,760,000 SH   SOLE   15,760,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 172 16,932 SH   SOLE   16,932 0 0
INTUIT COM 461202103 265 1,167 SH   SOLE   1,167 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 44,993 1,597,756 SH   SOLE   1,597,756 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 29,522 1,431,000 SH   SOLE   1,431,000 0 0
LOCKHEED MARTIN CORP COM 539830109 345 996 SH   SOLE   996 0 0
MASTERCARD INCORPORATED CL A 57636Q104 35,506 159,500 SH   SOLE   159,500 0 0
MCKESSON CORP COM 58155Q103 207 1,559 SH   SOLE   1,559 0 0
MICROSOFT CORP COM 594918104 725 6,341 SH   SOLE   6,341 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 45,744 796,525 SH   SOLE   796,525 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 25,066 192,901 SH   SOLE   192,901 0 0
SPRINT CORP COM SER 1 85207U105 46,927 7,175,425 SH   SOLE   7,175,425 0 0
STEWART INFORMATION SVCS COR COM 860372101 36,372 808,084 SH   SOLE   808,084 0 0
T MOBILE US INC COM 872590104 21,114 300,861 SH   SOLE   300,861 0 0
TRANSUNION COM 89400J107 25,140 341,666 SH   SOLE   341,666 0 0
VIASAT INC COM 92552V100 33,218 519,434 SH   SOLE   519,434 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 132 25,350 SH   SOLE   25,350 0 0