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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

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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
ALLIANCE HOLDINGS GP LP COM UNITS LP 01861G100 2,929 123,586 SH   SOLE   2,928,988 0 0
ALPHABET INC CAP STK CL C 02079K107 9,087 10,000 SH   SOLE   9,087,300 0 0
AXALTA COATING SYS LTD COM G0750C108 10,383 324,049 SH   SOLE   324,049 0 0
AXON ENTERPRISE INC COM 05464C101 5,234 208,204 SH   SOLE   208,204 0 0
BAIDU INC SPON ADR REP A 056752108 9,515 53,200 SH   SOLE   53,200 0 0
CARMAX INC COM 143130102 10,720 170,000 SH   SOLE   170,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 14,405 225,637 SH   SOLE   225,637 0 0
HALLADOR ENERGY COMPANY COM 40609P105 2,025 260,578 SH   SOLE   260,578 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 18,125 484,354 SH   SOLE   484,354 0 0
STAR GAS PARTNERS L P UNIT LTD PARTNR 85512C105 12,319 1,654,387 SH   SOLE   1,654,387 0 0
TRANSDIGM GROUP INC COM 893641100 13,370 49,727 SH   SOLE   49,727 0 0