The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 27,544 | 26,597 | SH | SOLE | 26,597 | 0 | 0 | ||
| AT HOME GROUP INC | COM | 04650Y100 | 23,398 | 1,253,886 | SH | SOLE | 1,253,886 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 17,224 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 8,655 | 264,590 | SH | SOLE | 264,590 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 9,318 | 766,899 | SH | SOLE | 766,899 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 20,480 | 497,566 | SH | SOLE | 497,566 | 0 | 0 | ||
| GREENSKY INC | CL A | 39572G100 | 1,914 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 13,141 | 350,326 | SH | SOLE | 350,326 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 17,904 | 396,891 | SH | SOLE | 396,891 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 14,667 | 43,132 | SH | SOLE | 43,132 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 17,941 | 175,449 | SH | SOLE | 175,449 | 0 | 0 | ||