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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
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107   19,572,358 138,880 SH   SOLE   138,880 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   14,954,074 38,474 SH   SOLE   38,474 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   13,775,400 270,000 SH   SOLE   270,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103   20,345,091 615,399 SH   SOLE   615,399 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   16,294,392 149,435 SH   SOLE   149,435 0 0
HALLADOR ENERGY COMPANY COM 40609P105   3,294,350 372,664 SH   SOLE   372,664 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   28,156,736 339,647 SH   SOLE   339,647 0 0
LGI HOMES INC COM 50187T106   5,138,644 38,590 SH   SOLE   38,590 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105   12,751,350 1,105,928 SH   SOLE   1,105,928 0 0
TRANSDIGM GROUP INC COM 893641100   24,589,973 24,308 SH   SOLE   24,308 0 0