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
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 218,028 1,195,000 SH   SOLE   1,195,000 0 0
ALPHABET INC CAP STK CL C 02079K107 890,471 758,939 SH   SOLE   758,939 0 0
ALPHABET INC CAP STK CL A 02079K305 965,410 820,306 SH   SOLE   820,306 0 0
ALTABA INC COM 021346101 297,597 4,015,068 SH   SOLE   4,015,068 0 0
ALTERYX INC COM CL A 02156B103 25,161 300,000 SH   SOLE   300,000 0 0
AMAZON COM INC COM 023135106 575,268 323,048 SH   SOLE   323,048 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,096 13,090 SH   SOLE   13,090 0 0
APPIAN CORP CL A 03782L101 12,174 353,582 SH   SOLE   353,582 0 0
BAIDU INC SPON ADR REP A 056752108 32,970 200,000 SH   SOLE   200,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 284,329 1,415,348 SH   SOLE   1,415,348 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 684,360 2,272 SH   SOLE   2,272 0 0
BMC STK HLDGS INC COM 05591B109 70,680 4,000,000 SH   SOLE   4,000,000 0 0
BOOKING HLDGS INC COM 09857L108 311,428 178,478 SH   SOLE   178,478 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 115,704 8,673,480 SH   SOLE   8,673,480 0 0
CARGURUS INC COM CL A 141788109 14,199 354,437 SH   SOLE   354,437 0 0
CARMAX INC COM 143130102 800,448 11,467,735 SH   SOLE   11,467,735 0 0
COCA COLA CO COM 191216100 1,073 22,888 SH   SOLE   22,888 0 0
COSTCO WHSL CORP NEW COM 22160K105 705 2,911 SH   SOLE   2,911 0 0
CREDIT ACCEP CORP MICH COM 225310101 493,960 1,093,002 SH   SOLE   1,093,002 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 7,457 643,373 SH   SOLE   643,373 0 0
D R HORTON INC COM 23331A109 15,724 380,000 SH   SOLE   380,000 0 0
DOMO INC COM CL B 257554105 27,023 670,059 SH   SOLE   670,059 0 0
EDISON INTL COM 281020107 1,322 21,353 SH   SOLE   21,353 0 0
ELECTRONIC ARTS INC COM 285512109 384 3,780 SH   SOLE   3,780 0 0
EXPEDITORS INTL WASH INC COM 302130109 7,752 102,132 SH   SOLE   102,132 0 0
FACEBOOK INC CL A 30303M102 356,617 2,139,400 SH   SOLE   2,139,400 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 416,628 28,055,735 SH   SOLE   28,055,735 0 0
GTT COMMUNICATIONS INC COM 362393100 62,314 1,813,008 SH   SOLE   1,813,008 0 0
IDEXX LABS INC COM 45168D104 256 1,146 SH   SOLE   1,146 0 0
IQIYI INC SPONSORED ADS 46267X108 17,055 713,000 SH   SOLE   713,000 0 0
JACOBS ENGR GROUP INC COM 469814107 484,584 6,444,789 SH   SOLE   6,444,789 0 0
JD COM INC SPON ADR CL A 47215P106 247,632 8,213,319 SH   SOLE   8,213,319 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 95,500 1,042,121 SH   SOLE   1,042,121 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 292,242 3,185,544 SH   SOLE   3,185,544 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 433,314 12,362,737 SH   SOLE   12,362,737 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 12,966 380,907 SH   SOLE   380,907 0 0
MASTERCARD INC CL A 57636Q104 474,266 2,014,297 SH   SOLE   2,014,297 0 0
MOHAWK INDS INC COM 608190104 178,844 1,417,710 SH   SOLE   1,417,710 0 0
NETSHOES CAYMAN LTD COM G6455X107 4,698 2,813,166 SH   SOLE   2,813,166 0 0
PROCTER AND GAMBLE CO COM 742718109 1,383 13,292 SH   SOLE   13,292 0 0
RH COM 74967X103 22,134 215,000 SH   SOLE   215,000 0 0
RIMINI STR INC DEL COM 76674Q107 54 10,779 SH   SOLE   10,779 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 11,488 400,000 SH   SOLE   400,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 50,794 1,320,000 SH   SOLE   1,320,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 378,518 8,852,162 SH   SOLE   8,852,162 0 0
TJX COS INC NEW COM 872540109 1,698 31,903 SH   SOLE   31,903 0 0
UNION PACIFIC CORP COM 907818108 1,271 7,599 SH   SOLE   7,599 0 0
VISA INC COM CL A 92826C839 232,303 1,487,309 SH   SOLE   1,487,309 0 0
WAYFAIR INC CL A 94419L101 74,277 500,348 SH   SOLE   500,348 0 0
WELLS FARGO CO NEW COM 949746101 284 5,873 SH   SOLE   5,873 0 0
YANDEX N V SHS CLASS A N97284108 93,748 2,730,000 SH   SOLE   2,730,000 0 0