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
ALPHABET INC CAP STK CL A 02079K305 4,313 4,127 SH   DFND 1 4,127 0 0
CME GROUP INC COM CL A 12572Q105 27,984 148,756 SH   DFND 1 148,756 0 0
COSTAR GROUP INC COM 22160N109 28,344 84,021 SH   DFND 1 84,021 0 0
EVENTBRITE INC COM CL A 29975E109 6,976 250,849 SH   DFND 1 250,849 0 0
GRUBHUB INC COM 400110102 898,399 11,696,385 SH   DFND 1 11,696,385 0 0
HOWARD HUGHES CORP COM 44267D107 127,305 1,304,092 SH   DFND 1 1,304,092 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,416 125,000 SH   DFND 1 125,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 299,706 9,762,422 SH   DFND 1 9,762,422 0 0
MARTIN MARIETTA MATLS INC COM 573284106 272,846 1,587,511 SH   DFND 1 1,587,511 0 0
MATTEL INC COM 577081102 37,258 3,729,548 SH   DFND 1 3,729,548 0 0
PLAYAGS INC COM 72814N104 37,213 1,617,958 SH   DFND 1 1,617,958 0 0
STARS GROUP INC COM 85570W100 842,387 50,991,949 SH   DFND 1 50,991,949 0 0
TRIPADVISOR INC COM 896945201 270 5,000 SH   DFND 1 5,000 0 0
TRUECAR INC COM 89785L107 168,759 18,626,859 SH   DFND 1 18,626,859 0 0
VULCAN MATLS CO COM 929160109 206,413 2,089,198 SH   DFND 1 2,089,198 0 0
WELLS FARGO CO NEW COM 949746101 238 5,158 SH   DFND 1 5,158 0 0
ZILLOW GROUP INC CL A 98954M101 487,868 15,522,353 SH   DFND 1 15,522,353 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,113,864 35,271,171 SH   DFND 1 35,271,171 0 0