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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
ALLIANCE DATA SYSTEMS CORP COM 018581108 14,462 82,650 SH   SOLE   82,650 0 0
ALPHABET INC CAP STK CL C 02079K107 14,432 12,300 SH   SOLE   12,300 0 0
APPIAN CORP CL A 03782L101 9,753 283,264 SH   SOLE   283,264 0 0
CARMAX INC COM 143130102 9,181 131,540 SH   SOLE   131,540 0 0
CARVANA CO CL A 146869102 13,686 235,729 SH   SOLE   235,729 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 21,335 61,500 SH   SOLE   61,500 0 0
HALLADOR ENERGY COMPANY COM 40609P105 2,931 557,189 SH   SOLE   557,189 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 17,844 343,955 SH   SOLE   343,955 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105 15,882 1,654,387 SH   SOLE   1,654,387 0 0
TRANSDIGM GROUP INC COM 893641100 18,208 40,106 SH   SOLE   40,106 0 0