The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 53,224 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 81,068 | 1,161,605 | SH | SOLE | 1,161,605 | 0 | 0 | ||
| CDW CORP/DE | COM | 12514G108 | 62,045 | 302,982 | SH | SOLE | 302,982 | 0 | 0 | ||
| HEICO CORP-CLASS A | CL A | 422806208 | 4,394 | 34,191 | SH | SOLE | 34,191 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 59,694 | 458,377 | SH | SOLE | 458,377 | 0 | 0 | ||
| LIBERTY BROADBAND-C | COM SER C | 530307305 | 155,390 | 964,556 | SH | SOLE | 964,556 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 45,495 | 443,203 | SH | SOLE | 443,203 | 0 | 0 | ||
| QURATE RETAIL INC-SERIES A | COM SER A | 74915M100 | 6,266 | 824,425 | SH | SOLE | 824,425 | 0 | 0 | ||
| VICTORIA'S SECRET & CO | COM | 926400102 | 14,426 | 259,738 | SH | SOLE | 259,738 | 0 | 0 | ||
| CACTUS INC - A | CL A | 127203107 | 5,148 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP-CL A | CL A | 989207105 | 61,234 | 102,879 | SH | SOLE | 102,879 | 0 | 0 | ||