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 13,432 89,752 SH   SOLE 89,752 0 0
ALPHABET INC CAP STK CL C 02079K107 96,862 79,460 SH   SOLE 79,460 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 14,952 726,716 SH   SOLE 726,716 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 39,076 94,817 SH   SOLE 94,817 0 0
DESPEGAR COM CORP ORD SHS G27358103 834 73,653 SH   SOLE 73,653 0 0
EVENTBRITE INC COM CL A 29975E109 5,829 329,144 SH   SOLE 329,144 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 9,389 725,000 SH   SOLE 725,000 0 0
FOSSIL GROUP INC COM 34988V106 4,700 375,677 SH   SOLE 375,677 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 87,085 1,619,273 SH   SOLE 1,619,273 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 25,120 604,000 SH   SOLE 604,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 102,674 2,593,428 SH   SOLE 2,593,428 0 0
PURPLE INNOVATION INC COM 74640Y106 122 16,208 SH   SOLE 16,208 0 0
REDFIN CORP COM 75737F108 50,806 3,017,006 SH   SOLE 3,017,006 0 0
SPIRIT AIRLS INC COM 848577102 12,643 348,304 SH   SOLE 348,304 0 0
THOR INDS INC COM 885160101 20,218 356,962 SH   SOLE 356,962 0 0
UPWORK INC COM 91688F104 36,316 2,729,526 SH   SOLE 2,729,526 0 0
ZILLOW GROUP INC CL A 98954M101 74,851 2,533,462 SH   SOLE 2,533,462 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 8,280 277,682 SH   SOLE 277,682 0 0