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
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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 29,534 32,500 SH   SOLE   32,500 0 0
ALTABA INC COM 021346101 34,322 630,000 SH   SOLE   630,000 0 0
AMAZON COM INC COM 023135106 19,360 20,000 SH   SOLE   20,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,596 300,000 SH   SOLE   300,000 0 0
CF CORP *W EXP 05/25/202 G20307115 215 100,000 SH   SOLE   100,000 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 12,233 525,000 SH   SOLE   525,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 22,452 600,000 SH   SOLE   600,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 11,940 1,000,000 SH   SOLE   1,000,000 0 0
JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 5,029 100,000 SH   SOLE   100,000 0 0
KINSALE CAP GROUP INC COM 49714P108 944 25,305 SH   SOLE   25,305 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 15,181 175,000 SH   SOLE   175,000 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 22,223 425,000 SH   SOLE   425,000 0 0
NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 265 500,000 SH   SOLE   500,000 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 6,192 450,000 SH   SOLE   450,000 0 0
WELLS FARGO CO NEW COM 949746101 18,008 325,000 SH   SOLE   325,000 0 0