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
ALPHABET INC CAP STK CL C 02079K107 26,961 32,500 SH   SOLE   32,500 0 0
AMAZON COM INC COM 023135106 13,298 15,000 SH   SOLE   15,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,980 200,000 SH   SOLE   200,000 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 12,863 525,000 SH   SOLE   525,000 0 0
DAVITA INC COM 23918K108 12,133 178,500 SH   SOLE   178,500 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 13,182 200,000 SH   SOLE   200,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 20,832 600,000 SH   SOLE   600,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 12,010 1,000,000 SH   SOLE   1,000,000 0 0
JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 4,631 100,000 SH   SOLE   100,000 0 0
KINSALE CAP GROUP INC COM 49714P108 811 25,305 SH   SOLE   25,305 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 15,120 175,000 SH   SOLE   175,000 0 0
NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 360 500,000 SH   SOLE   500,000 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 8,533 725,000 SH   SOLE   725,000 0 0
WELLS FARGO & CO NEW COM 949746101 18,090 325,000 SH   SOLE   325,000 0 0
YAHOO INC COM 984332106 29,238 630,000 SH   SOLE   630,000 0 0