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 | 5,945 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 12,594 | 201,217 | SH | SOLE | 201,217 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 9,207 | 878,499 | SH | SOLE | 878,499 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 7,952 | 129,384 | SH | SOLE | 129,384 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 11,154 | 262,454 | SH | SOLE | 262,454 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 12,008 | 208,432 | SH | SOLE | 208,432 | 0 | 0 | ||
| UPLAND SOFTWARE INC | COM | 91544A109 | 10,954 | 240,588 | SH | SOLE | 240,588 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 10,220 | 220,300 | SH | SOLE | 220,300 | 0 | 0 | ||