The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 25,514 | 9,135 | SH | SOLE | 9,135 | 0 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | 13,973 | 195,347 | SH | SOLE | 195,347 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 16,754 | 304,736 | SH | SOLE | 304,736 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 21,583 | 180,928 | SH | SOLE | 180,928 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 25,025 | 45,874 | SH | SOLE | 45,874 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 17,640 | 186,435 | SH | SOLE | 186,435 | 0 | 0 | ||
| HALLADOR ENERGY COMPANY | COM | 40609P105 | 1,845 | 527,140 | SH | SOLE | 527,140 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 19,763 | 299,847 | SH | SOLE | 299,847 | 0 | 0 | ||
| STAR GROUP L P | UNIT LTD PARTNR | 85512C105 | 14,487 | 1,305,167 | SH | SOLE | 1,305,167 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 36,289 | 55,698 | SH | SOLE | 55,698 | 0 | 0 | ||