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
ALLEGIANT TRAVEL CO COM 01748X102 12,782 98,724 SH   SOLE 98,724 0 0
ALPHABET INC CAP STK CL C 02079K107 134,297 114,460 SH   SOLE 114,460 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 13,539 1,014,927 SH   SOLE 1,014,927 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 59,602 171,807 SH   SOLE 171,807 0 0
EVENTBRITE INC COM CL A 29975E109 2,492 130,000 SH   SOLE 130,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 84,008 1,619,273 SH   SOLE 1,619,273 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 26,633 1,100,095 SH   SOLE 1,100,095 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 21,170 604,000 SH   SOLE 604,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 88,280 2,593,428 SH   SOLE 2,593,428 0 0
MEDICINES CO COM 584688105 769 27,520 SH   SOLE 27,520 0 0
PURPLE INNOVATION INC COM 74640Y106 502 108,131 SH   SOLE 108,131 0 0
REDFIN CORP COM 75737F108 35,384 1,745,612 SH   SOLE 1,745,612 0 0
UPWORK INC COM 91688F104 4,728 247,024 SH   SOLE 247,024 0 0
ZILLOW GROUP INC CL A 98954M101 46,557 1,361,318 SH   SOLE 1,361,318 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 18,508 532,770 SH   SOLE 532,770 0 0