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
ACTIVISION BLIZZARD INC COM 00507V109 1,228 18,200 SH   SOLE   18,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,577 41,280 SH   SOLE   41,280 0 0
ALTRIA GROUP INC COM 02209S103 8,002 128,400 SH   SOLE   128,400 0 0
AMAZON COM INC COM 023135106 20,238 13,983 SH   SOLE   13,983 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 6,694 123,000 SH   SOLE   123,000 0 0
ANTHEM INC COM 036752103 13,182 60,000 SH   SOLE   60,000 0 0
APPLE INC COM 037833100 15,855 94,500 SH   SOLE   94,500 0 0
BANK AMER CORP COM 060505104 10,601 353,500 SH   SOLE   353,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,001 160,420 SH   SOLE   160,420 0 0
BLACK KNIGHT INC COM 09215C105 871 18,500 SH   SOLE   18,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 6,071 190,000 SH   SOLE   190,000 0 0
BOOKING HLDGS INC COM 09857L108 10,402 5,000 SH   SOLE   5,000 0 0
CANADIAN NATL RY CO COM 136375102 7,240 99,000 SH   SOLE   99,000 0 0
COMCAST CORP NEW CL A 20030N101 10,114 296,000 SH   SOLE   296,000 0 0
COMMERCEHUB INC COM SER A 20084V108 487 21,637 SH   SOLE   21,637 0 0
COMMERCEHUB INC COM SER C 20084V306 583 25,942 SH   SOLE   25,942 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,028 8,900 SH   SOLE   8,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,057 147,000 SH   SOLE   147,000 0 0
DISNEY WALT CO COM DISNEY 254687106 10,195 101,500 SH   SOLE   101,500 0 0
EQUIFAX INC COM 294429105 7,611 64,600 SH   SOLE   64,600 0 0
EQUINIX INC COM PAR $0.001 29444U700 12,461 29,800 SH   SOLE   29,800 0 0
FACEBOOK INC CL A 30303M102 10,530 65,900 SH   SOLE   65,900 0 0
FEDERATED INVS INC PA CL B 314211103 6,225 186,390 SH   SOLE   186,390 0 0
FEDEX CORP COM 31428X106 6,243 26,000 SH   SOLE   26,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,449 36,200 SH   SOLE   36,200 0 0
FISERV INC COM 337738108 20,857 292,490 SH   SOLE   292,490 0 0
GCI LIBERTY INC COM CLASS A 36164V305 1,253 23,700 SH   SOLE   23,700 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 6,628 82,000 SH   SOLE   82,000 0 0
HINGHAM INSTN SVGS MASS COM 433323102 763 3,703 SH   SOLE   3,703 0 0
IAC INTERACTIVECORP COM 44919P508 860 5,500 SH   SOLE   5,500 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,272 15,000 SH   SOLE   15,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 14,687 171,400 SH   SOLE   171,400 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 784 25,026 SH   SOLE   25,026 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 11,055 363,300 SH   SOLE   363,300 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 929 22,600 SH   SOLE   22,600 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 11,115 272,100 SH   SOLE   272,100 0 0
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 531229706 216 9,500 SH   SOLE   9,500 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 5,337 173,000 SH   SOLE   173,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 498 17,000 SH   SOLE   17,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 2,704 118,500 SH   SOLE   118,500 0 0
LOCKHEED MARTIN CORP COM 539830109 17,741 52,500 SH   SOLE   52,500 0 0
LOWES COS INC COM 548661107 11,802 134,500 SH   SOLE   134,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,619 72,040 SH   SOLE   72,040 0 0
MICROSOFT CORP COM 594918104 8,397 92,000 SH   SOLE   92,000 0 0
NEWMARKET CORP COM 651587107 12,011 29,901 SH   SOLE   29,901 0 0
NVR INC COM 62944T105 2,145 766 SH   SOLE   766 0 0
PALO ALTO NETWORKS INC COM 697435105 7,987 44,000 SH   SOLE   44,000 0 0
PAYPAL HLDGS INC COM 70450Y103 7,359 97,000 SH   SOLE   97,000 0 0
PFIZER INC COM 717081103 11,202 315,650 SH   SOLE   315,650 0 0
PHILIP MORRIS INTL INC COM 718172109 7,853 79,000 SH   SOLE   79,000 0 0
PPG INDS INC COM 693506107 11,160 100,000 SH   SOLE   100,000 0 0
S&P GLOBAL INC COM 78409V104 8,025 42,000 SH   SOLE   42,000 0 0
TRANSUNION COM 89400J107 4,548 80,100 SH   SOLE   80,100 0 0
UNION PAC CORP COM 907818108 10,754 80,000 SH   SOLE   80,000 0 0
VISA INC COM CL A 92826C839 12,149 101,560 SH   SOLE   101,560 0 0
WELLS FARGO CO NEW COM 949746101 16,457 314,000 SH   SOLE   314,000 0 0
WYNN RESORTS LTD COM 983134107 1,094 6,000 SH   SOLE   6,000 0 0