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
ADVANSIX INCCOM00773T1011,82668,097SH SOLE 68,09700
ALPHABET INCCAP STK CL C02079K10754,73626,460SH SOLE 26,46000
ARCONIC CORPORATIONCOM03966V10711,464451,511SH SOLE 451,51100
ASANA INCCL A04342Y1043,392118,695SH SOLE 118,69500
BENEFITFOCUS INCCOM08180D10613,118949,874SH SOLE 949,87400
BUILDERS FIRSTSOURCE INCCOM12008R10759,5581,284,398SH SOLE 1,284,39800
CAESARSTONE LTDORD SHSM2059810491666,742SH SOLE 66,74200
CIT GROUP INCCOM NEW12558180159,7561,160,089SH SOLE 1,160,08900
CREDIT ACCEP CORP MICHCOM2253101016,41117,797SH SOLE 17,79700
CUSHMAN WAKEFIELD PLCSHSG2717B10815,521951,064SH SOLE 951,06400
DESPEGAR COM CORPORD SHSG2735810344,6983,279,411SH SOLE 3,279,41100
DISH NETWORK CORPORATIONCL A25470M1093,620100,000SH SOLE 100,00000
FACEBOOK INCCL A30303M102101,613345,000SH SOLE 345,00000
INTERACTIVE BROKERS GROUP INCOM CL A45841N107130,5941,787,973SH SOLE 1,787,97300
LIBERTY MEDIA CORP DELCOM SER A FRMLA53122987092,3742,416,895SH SOLE 2,416,89500
LIBERTY TRIPADVISOR HLDGS INCOM SER A53146510216,185300,892SH SOLE 300,89200
SEMRUSH HLDGS INCCL A COM81686C10428,7852,416,897SH SOLE 2,416,89700
STELLANTIS N.VSHSN8240510631,8031,787,716SH SOLE 1,787,71600
TWITTER INCCOM90184L10282,6371,298,705SH SOLE 1,298,70500
UBER TECHNOLOGIES INCCOM90353T10052,234958,238SH SOLE 958,23800
UPWORK INCCOM91688F10496,3292,151,645SH SOLE 2,151,64500
WELLS FARGO CO NEWCOM949746101115,8432,965,000SH SOLE 2,965,00000
ZILLOW GROUP INCCL A98954M1017,13454,300SH SOLE 54,30000