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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
LIBERTY BROADBAND SRS C ORD COM SER C 530307305   136,556,076 1,671,433 SH   SOLE   1,671,433 0 0
PROGRESSIVE ORD COM 743315103   109,863,356 767,953 SH   SOLE   767,953 0 0
CDW ORD COM 12514G108   102,312,378 524,975 SH   SOLE   524,975 0 0
ACTIVISION BLIZZARD ORD COM 00507V109   97,187,787 1,135,504 SH   SOLE   1,135,504 0 0
BATH AND BODY WORKS ORD COM 070830104   87,936,820 2,403,959 SH   SOLE   2,403,959 0 0
CARMAX ORD COM 143130102   67,762,240 1,054,173 SH   SOLE   1,054,173 0 0
ZEBRA TECHNOLOGIES CL A ORD CL A 989207105   56,702,898 178,311 SH   SOLE   178,311 0 0
LAMAR ADVERTISING CL A REIT CL A 512816109   56,379,015 564,411 SH   SOLE   564,411 0 0
DOMINOS PIZZA ORD COM 25754A201   50,707,616 153,720 SH   SOLE   153,720 0 0
HEICO CL A ORD CL A 422806208   570,372 4,197 SH   SOLE   4,197 0 0