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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD ORD COM 00507V109   123,172,318 1,609,044 SH   SOLE   1,609,044 0 0
LAMAR ADVERTISING CL A REIT CL A 512816109   48,059,134 509,101 SH   SOLE   509,101 0 0
FIRST REPUBLIC BANK ORD COM 33616C100   9,141,750 75,000 SH   SOLE   75,000 0 0
ZEBRA TECHNOLOGIES CL A ORD CL A 989207105   41,230,984 160,801 SH   SOLE   160,801 0 0
PROGRESSIVE ORD COM 743315103   89,853,100 692,723 SH   SOLE   692,723 0 0
BATH AND BODY WORKS ORD COM 070830104   100,874,690 2,393,799 SH   SOLE   2,393,799 0 0
LIBERTY BROADBAND SRS C ORD COM SER C 530307305   114,985,644 1,507,613 SH   SOLE   1,507,613 0 0
HEICO CL A ORD CL A 422806208   6,404,424 53,437 SH   SOLE   53,437 0 0
CARMAX ORD COM 143130102   57,899,875 950,893 SH   SOLE   950,893 0 0
CDW ORD COM 12514G108   84,565,666 473,545 SH   SOLE   473,545 0 0
DOMINOS PIZZA ORD COM 25754A201   12,401,120 35,800 SH   SOLE   35,800 0 0