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
ALPHABET INC CL A 02079K107 18,085 29,725 SH   SOLE 29,725 0 0
ATLANTIC TELE NETWORK INC COM NEW 049079205 5,985 80,961 SH   SOLE 80,961 0 0
BAIDU INC SPON ADR REP A 056752108 8,272 60,200 SH   SOLE 60,200 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,148 11 SH   SOLE 11 0 0
BLUCORA INC COM 095229100 2,458 178,473 SH   SOLE 178,473 0 0
CLEAN HARBORS INC COM 184496107 12,260 278,821 SH   SOLE 278,821 0 0
DOLBY LABORATORIES INC COM 25659T107 10,261 314,747 SH   SOLE 314,747 0 0
FRANKLIN RES INC COM 354613101 12,887 345,862 SH   SOLE 345,862 0 0
GRUBHUB INC COM 400110102 10,157 417,300 SH   SOLE 417,300 0 0
MANITOWOC INC COM 563571108 9,179 611,926 SH   SOLE 611,926 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 5,098 120,700 SH   SOLE 120,700 0 0
NEWS CORP NEW CL A 65249B109 12,917 1,023,570 SH   SOLE 1,023,570 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 3,858 92,895 SH   SOLE 92,895 0 0
STARZ COM SER A 85571Q102 5,644 151,155 SH   SOLE 151,155 0 0
SYMANTEC CORP COM 871503108 1,282 65,842 SH   SOLE 65,842 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224q107 3,072 58,598 SH   SOLE 58,598 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 21,124 782,944 SH   SOLE 782,944 0 0
WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 10,309 251,628 SH   SOLE 251,628 0 0