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
ACTIVISION BLIZZARD INC COM 00507V109 116,429 1,566,167 SH   SOLE   1,566,167 0 0
LIBERTY BROADBAND SRS C ORD COM SER C 530307305 108,385 1,468,633 SH   SOLE   1,468,633 0 0
PROGRESSIVE ORD COM 743315103 78,386 674,516 SH   SOLE   674,516 0 0
HEICO CL A ORD CL A 422806208 6,085 53,087 SH   SOLE   53,087 0 0
CDW ORD COM 12514G108 72,106 461,982 SH   SOLE   461,982 0 0
BATH AND BODY WORKS ORD COM 070830104 75,931 2,329,179 SH   SOLE   2,329,179 0 0
LAMAR ADVERTISING CL A REIT CL A 512816109 37,136 450,191 SH   SOLE   450,191 0 0
DOMINOS PIZZA ORD COM 25754A201 7,445 24,000 SH   SOLE   24,000 0 0
ZEBRA TECHNOLOGIES CL A ORD CL A 989207105 41,137 157,006 SH   SOLE   157,006 0 0
CARMAX ORD COM 143130102 61,148 926,201 SH   SOLE   926,201 0 0