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   24,260,598 423,914 SH   SOLE   423,914 0 0
HEICO CL A ORD CL A 422806208   719,516 4,674 SH   SOLE   4,674 0 0
CDW ORD COM 12514G108   113,439,453 443,504 SH   SOLE   443,504 0 0
LAMAR ADVERTISING CL A REIT CL A 512816109   109,987,596 921,092 SH   SOLE   921,092 0 0
DOMINOS PIZZA ORD COM 25754A201   84,962,008 170,991 SH   SOLE   170,991 0 0
CHARTER COMMUNICATIONS CL A ORD CL A 16119P108   110,707,361 380,922 SH   SOLE   380,922 0 0
CACTUS CL A ORD CL A 127203107   5,009,000 100,000 SH   SOLE   100,000 0 0
PROGRESSIVE ORD COM 743315103   153,732,408 743,315 SH   SOLE   743,315 0 0
BATH AND BODY WORKS ORD COM 070830104   123,767,087 2,474,352 SH   SOLE   2,474,352 0 0
CARMAX ORD COM 143130102   102,158,688 1,172,755 SH   SOLE   1,172,755 0 0