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
ADVANSIX INC COM 00773T101 6,969 730,465 SH   SOLE 730,465 0 0
ALLEGIANT TRAVEL CO COM 01748X102 22,401 273,853 SH   SOLE 273,853 0 0
ALPHABET INC CAP STK CL C 02079K107 86,583 74,460 SH   SOLE 74,460 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 11,077 905,692 SH   SOLE 905,692 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 11,032 554,647 SH   SOLE 554,647 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 21,816 50,000 SH   SOLE 50,000 0 0
CREDIT ACCEP CORP MICH COM 225310101 5,114 20,000 SH   SOLE 20,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 11,865 300,000 SH   SOLE 300,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 10,666 1,881,215 SH   SOLE 1,881,215 0 0
EVENTBRITE INC COM CL A 29975E109 730 100,000 SH   SOLE 100,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 12,854 1,787,716 SH   SOLE 1,787,716 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 8,002 100,900 SH   SOLE 100,900 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 81,659 1,891,573 SH   SOLE 1,891,573 0 0
JETBLUE AWYS CORP COM 477143101 6,489 725,000 SH   SOLE 725,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 45,038 1,654,000 SH   SOLE 1,654,000 0 0
LIBERTY MEDIA CORP DEL COM SER A FRMLA 531229870 66,962 2,593,428 SH   SOLE 2,593,428 0 0
NATIONAL INSTRS CORP COM 636518102 827 25,000 SH   SOLE 25,000 0 0
PURPLE INNOVATION INC COM 74640Y106 92 16,208 SH   SOLE 16,208 0 0
REDFIN CORP COM 75737F108 45,825 2,971,819 SH   SOLE 2,971,819 0 0
ROSETTA STONE INC COM 777780107 439 31,316 SH   SOLE 31,316 0 0
SPIRIT AIRLS INC COM 848577102 11,942 926,425 SH   SOLE 926,425 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 11,311 1,155,323 SH   SOLE 1,155,323 0 0
THOR INDS INC COM 885160101 14,210 336,887 SH   SOLE 336,887 0 0
TWITTER INC COM 90184L102 6,838 278,405 SH   SOLE 278,405 0 0
UPWORK INC COM 91688F104 35,957 5,574,659 SH   SOLE 5,574,659 0 0
ZILLOW GROUP INC CL A 98954M101 80,360 2,365,609 SH   SOLE 2,365,609 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,972 82,523 SH   SOLE 82,523 0 0