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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALPHABET INCCAP STK CL C02079K107136,730114,565SH SOLE 114,56500
BUILDERS FIRSTSOURCE INCCOM12008R1076,911470,771SH SOLE 470,77100
CHARTER COMMUNICATIONS INC NCL A16119P10887,199267,581SH SOLE 267,58100
INTERACTIVE BROKERS GROUP INCOM45841N10781,2681,469,316SH SOLE 1,469,31600
LIBERTY GLOBAL PLCSHS CL CG5480U12030,9791,100,095SH SOLE 1,100,09500
LIBERTY MEDIA CORP DELAWARECOM SER A FRMLA53122987069,8231,962,428SH SOLE 1,962,42800
PURPLE INNOVATION INCCOM74640Y1061,168201,446SH SOLE 201,44600
REDFIN CORPCOM75737F10827,6461,478,407SH SOLE 1,478,40700
ZILLOW GROUP INCCL A98954M10135,890811,980SH SOLE 811,98000
ZILLOW GROUP INCCL C CAP STK98954M20027,491621,270SH SOLE 621,27000