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
CACTUS INC - A COM 127203107 1,740 150,000 SH   SOLE   150,000 0 0
CARMAX INC COM 143130102 31,392 583,169 SH   SOLE   583,169 0 0
CDK GLOBAL INC COM 12508E101 18,147 552,435 SH   SOLE   552,435 0 0
CDW CORP/DE COM 12514G108 35,938 385,310 SH   SOLE   385,310 0 0
GCI LIBERTY INC - CLASS A CL A 36164V305 53,646 941,658 SH   SOLE   941,658 0 0
HEICO CORP COM 422806109 1,119 15,000 SH   SOLE   15,000 0 0
HEICO CORP - CLASS A CL A 422806208 2,185 34,191 SH   SOLE   34,191 0 0
IAA INC COM 449253103 14,055 469,116 SH   SOLE   469,116 0 0
L BRANDS INC COM 501797104 24,423 2,112,748 SH   SOLE   2,112,748 0 0
LIBERTY BROADBAND - C COM 530307305 75,131 678,568 SH   SOLE   678,568 0 0
QURATE RETAIL INC - SERIES A SERIES A 74915M100 35,094 5,748,475 SH   SOLE   5,748,475 0 0
ZEBRA TECHNOLOGIES CORP - CL A CL A 989207105 62,563 340,759 SH   SOLE   340,759 0 0