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
LIBERTY BROADBAND SRS C ORD COM SER C 530307305   75,406,854 935,685 SH   SOLE   935,685 0 0
HEICO CL A ORD CL A 422806208   604,943 4,247 SH   SOLE   4,247 0 0
CDW ORD COM 12514G108   124,020,109 545,575 SH   SOLE   545,575 0 0
DOMINOS PIZZA ORD COM 25754A201   65,845,498 159,730 SH   SOLE   159,730 0 0
LAMAR ADVERTISING CL A REIT CL A 512816109   91,451,814 860,480 SH   SOLE   860,480 0 0
CHARTER COMMUNICATIONS CL A ORD CL A 16119P108   62,940,896 161,935 SH   SOLE   161,935 0 0
ZEBRA TECHNOLOGIES CL A ORD CL A 989207105   11,037,339 40,381 SH   SOLE   40,381 0 0
PROGRESSIVE ORD COM 743315103   127,115,475 798,063 SH   SOLE   798,063 0 0
BATH AND BODY WORKS ORD COM 070830104   116,451,248 2,698,129 SH   SOLE   2,698,129 0 0
CARMAX ORD COM 143130102   84,067,749 1,095,488 SH   SOLE   1,095,488 0 0