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 1,121 17,700 SH   SOLE   17,700 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,052 35,100 SH   SOLE   35,100 0 0
ALTRIA GROUP INC COM 02209S103 9,169 128,400 SH   SOLE   128,400 0 0
AMAZON COM INC COM 023135106 16,353 13,983 SH   SOLE   13,983 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 9,354 157,000 SH   SOLE   157,000 0 0
ANTHEM INC COM 036752103 13,501 60,000 SH   SOLE   60,000 0 0
APPLE INC COM 037833100 15,992 94,500 SH   SOLE   94,500 0 0
BANK AMER CORP COM 060505104 9,461 320,500 SH   SOLE   320,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,798 160,420 SH   SOLE   160,420 0 0
BLACK KNIGHT INC COM 09215C105 795 18,000 SH   SOLE   18,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 6,084 190,000 SH   SOLE   190,000 0 0
CANADIAN NATL RY CO COM 136375102 8,168 99,000 SH   SOLE   99,000 0 0
COMCAST CORP NEW CL A 20030N101 11,855 296,000 SH   SOLE   296,000 0 0
COMMERCEHUB INC COM SER A 20084V108 476 21,637 SH   SOLE   21,637 0 0
COMMERCEHUB INC COM SER C 20084V306 534 25,942 SH   SOLE   25,942 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,034 8,900 SH   SOLE   8,900 0 0
CROWN HOLDINGS INC COM 228368106 4,376 77,800 SH   SOLE   77,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,176 21,000 SH   SOLE   21,000 0 0
DISNEY WALT CO COM DISNEY 254687106 10,912 101,500 SH   SOLE   101,500 0 0
EOG RES INC COM 26875P101 6,982 64,700 SH   SOLE   64,700 0 0
EQUIFAX INC COM 294429105 7,547 64,000 SH   SOLE   64,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 13,506 29,800 SH   SOLE   29,800 0 0
FACEBOOK INC CL A 30303M102 11,629 65,900 SH   SOLE   65,900 0 0
FEDERATED INVS INC PA CL B 314211103 6,777 187,835 SH   SOLE   187,835 0 0
FEDEX CORP COM 31428X106 6,488 26,000 SH   SOLE   26,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,420 36,200 SH   SOLE   36,200 0 0
FISERV INC COM 337738108 19,224 146,600 SH   SOLE   146,600 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 5,072 68,300 SH   SOLE   68,300 0 0
HINGHAM INSTN SVGS MASS COM 433323102 767 3,703 SH   SOLE   3,703 0 0
INTEL CORP COM 458140100 10,183 220,600 SH   SOLE   220,600 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,276 15,000 SH   SOLE   15,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 14,596 171,400 SH   SOLE   171,400 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 621 14,000 SH   SOLE   14,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 897 25,026 SH   SOLE   25,026 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 12,294 363,300 SH   SOLE   363,300 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 1,285 23,700 SH   SOLE   23,700 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 896 22,600 SH   SOLE   22,600 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 10,791 272,100 SH   SOLE   272,100 0 0
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 531229706 209 9,500 SH   SOLE   9,500 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 5,876 172,000 SH   SOLE   172,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 556 17,000 SH   SOLE   17,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 2,633 118,500 SH   SOLE   118,500 0 0
LOCKHEED MARTIN CORP COM 539830109 16,855 52,500 SH   SOLE   52,500 0 0
LOWES COS INC COM 548661107 12,500 134,500 SH   SOLE   134,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,904 72,040 SH   SOLE   72,040 0 0
NEWMARKET CORP COM 651587107 11,932 30,026 SH   SOLE   30,026 0 0
NVR INC COM 62944T105 2,687 766 SH   SOLE   766 0 0
PFIZER INC COM 717081103 11,482 317,000 SH   SOLE   317,000 0 0
PHILIP MORRIS INTL INC COM 718172109 8,346 79,000 SH   SOLE   79,000 0 0
PPG INDS INC COM 693506107 11,682 100,000 SH   SOLE   100,000 0 0
PRICELINE GRP INC COM NEW 741503403 11,407 6,564 SH   SOLE   6,564 0 0
S&P GLOBAL INC COM 78409V104 6,776 40,000 SH   SOLE   40,000 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 6,916 81,000 SH   SOLE   81,000 0 0
TRANSUNION COM 89400J107 4,040 73,500 SH   SOLE   73,500 0 0
UNION PAC CORP COM 907818108 10,728 80,000 SH   SOLE   80,000 0 0
VISA INC COM CL A 92826C839 11,580 101,560 SH   SOLE   101,560 0 0
WELLS FARGO CO NEW COM 949746101 19,050 314,000 SH   SOLE   314,000 0 0
WYNN RESORTS LTD COM 983134107 1,686 10,000 SH   SOLE   10,000 0 0