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

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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 6,017 4,500 SH   SOLE   4,500 0 0
CARGURUS INC COM CL A 141788109 9,794 278,386 SH   SOLE   278,386 0 0
CARVANA CO CL A 146869102 10,603 115,182 SH   SOLE   115,182 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 1,875 266,289 SH   SOLE   266,289 0 0
FACEBOOK INC CL A 30303M102 10,673 52,000 SH   SOLE   52,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 12,610 264,535 SH   SOLE   264,535 0 0
NEWS CORP NEW CL A 65249B109 22,935 1,621,998 SH   SOLE   1,621,998 0 0
SEA LTD SPONSORED ADS 81141R100 13,482 335,212 SH   SOLE   335,212 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 13,287 216,398 SH   SOLE   216,398 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,102 306,043 SH   SOLE   306,043 0 0
UPLAND SOFTWARE INC COM 91544A109 19,481 545,541 SH   SOLE   545,541 0 0
WORLD ACCEP CORP DEL COM 981419104 19,292 223,284 SH   SOLE   223,284 0 0