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 14,167 98,724 SH   SOLE 98,724 0 0
ALPHABET INC CAP STK CL C 02079K107 96,698 89,460 SH   SOLE 89,460 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 15,240 903,916 SH   SOLE 903,916 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 47,349 119,817 SH   SOLE 119,817 0 0
EVENTBRITE INC COM CL A 29975E109 5,332 329,144 SH   SOLE 329,144 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 10,020 725,000 SH   SOLE 725,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 87,765 1,619,273 SH   SOLE 1,619,273 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 29,186 1,100,095 SH   SOLE 1,100,095 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 22,596 604,000 SH   SOLE 604,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 93,000 2,593,428 SH   SOLE 2,593,428 0 0
PURPLE INNOVATION INC COM 74640Y106 155 22,964 SH   SOLE 22,964 0 0
REDFIN CORP COM 75737F108 53,858 2,995,443 SH   SOLE 2,995,443 0 0
THOR INDS INC COM 885160101 19,403 331,962 SH   SOLE 331,962 0 0
UPWORK INC COM 91688F104 31,114 1,934,923 SH   SOLE 1,934,923 0 0
ZILLOW GROUP INC CL A 98954M101 84,095 1,837,748 SH   SOLE 1,837,748 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 20,627 444,651 SH   SOLE 444,651 0 0