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
CACTUS INC - A COM 127203107 2,785 135,000 SH   SOLE   135,000 0 0
CARMAX INC COM 143130102 39,167 437,377 SH   SOLE   437,377 0 0
CDK GLOBAL INC COM 12508E101 27,128 654,959 SH   SOLE   654,959 0 0
CDW CORP/DE COM 12514G108 33,574 288,982 SH   SOLE   288,982 0 0
GCI LIBERTY INC - CLASS A CL A 36164V305 37,871 532,492 SH   SOLE   532,492 0 0
HEICO CORP - CLASS A CL A 422806208 2,778 34,191 SH   SOLE   34,191 0 0
L BRANDS INC COM 501797104 27,674 1,848,654 SH   SOLE   1,848,654 0 0
LIBERTY BROADBAND - C COM 530307305 75,704 610,711 SH   SOLE   610,711 0 0
QURATE RETAIL INC - SERIES A SERIES A 74915M100 47,784 5,029,916 SH   SOLE   5,029,916 0 0
ZEBRA TECHNOLOGIES CORP - CL A CL A 989207105 27,612 107,879 SH   SOLE   107,879 0 0