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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 20,865 | 27,494 | SH | SOLE | 27,494 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 11,853 | 62,700 | SH | SOLE | 62,700 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 2,176 | 11 | SH | SOLE | 11 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 5,238 | 125,763 | SH | SOLE | 125,763 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM | 25659T107 | 10,591 | 314,747 | SH | SOLE | 314,747 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 16,530 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| FRANKLIN RES INC | COM | 354613101 | 12,808 | 347,862 | SH | SOLE | 347,862 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 4,547 | 187,905 | SH | SOLE | 187,905 | 0 | 0 | ||
| NETSCOUT SYS INC | COM | 64115T104 | 3,017 | 98,288 | SH | SOLE | 98,288 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 10,732 | 803,270 | SH | SOLE | 803,270 | 0 | 0 | ||
| SERVISFIRST BANCSHARES INC | COM | 81768T108 | 2,084 | 43,844 | SH | SOLE | 43,844 | 0 | 0 | ||
| STARZ | COM SER A | 85571Q102 | 5,064 | 151,155 | SH | SOLE | 151,155 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 1,383 | 65,842 | SH | SOLE | 65,842 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 20,046 | 738,055 | SH | SOLE | 738,055 | 0 | 0 | ||
| WILLIS GROUP HOLDINGS PUBLIC | SHS | G96666105 | 12,222 | 251,628 | SH | SOLE | 251,628 | 0 | 0 | ||