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
AMAYA, INC COM 02314M108 354,197 21,864,007 SH   SOLE   21,864,007 0 0
8x8, INC COM 282914100 15,502 1,004,684 SH   SOLE   1,004,684 0 0
GRUBHUB, INC COM 400110102 323,745 7,530,704 SH   SOLE   7,530,704 0 0
HOWARD HUGHES CORP COM 44267D107 27,560 240,696 SH   SOLE   240,696 0 0
MARTIN MARIETTA MATERIALS, INC COM 573284106 108,975 608,424 SH   SOLE   608,424 0 0
TRUECAR, INC COM 89785L107 17,862 1,892,188 SH   SOLE   1,892,188 0 0
VULCAN MATERIALS CO COM 929160109 91,546 804,944 SH   SOLE   804,944 0 0
ZHAOPIN LTD ADR 98954L103 10,255 683,698 SH   SOLE   683,698 0 0
ZILLOW GROUP, INC CLA 98954M101 445,677 12,936,927 SH   SOLE   12,936,927 0 0
ZILLOW GROUP, INC CLC 98954M200 877,931 25,337,117 SH   SOLE   25,337,117 0 0