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
Qurate Retail Inc Com Ser A 74915m100 11,048 1,808,310 SH   SOLE   799,201 0 1,009,109
Booking HLDGS Inc Com 09857L108 15,740 11,700 SH   SOLE   7,023 0 4,677
Mohawk INDS INC Com 608190104 26,464 347,117 SH   SOLE   210,025 0 137,092
Ryanair HLDGS PLC Sponsored ADR NE 783513203 18,444 347,417 SH   SOLE   329,753 0 17,664