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
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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 31,171 32,500 SH   SOLE   32,500 0 0
ALTABA INC COM 021346101 43,056 650,000 SH   SOLE   650,000 0 0
AMAZON COM INC COM 023135106 19,227 20,000 SH   SOLE   20,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,443 135,810 SH   SOLE   135,810 0 0
CF CORP *W EXP 05/25/202 G20307115 185 100,000 SH   SOLE   100,000 0 0
COMCAST CORP NEW CL A 20030N101 7,696 200,000 SH   SOLE   200,000 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 13,650 525,000 SH   SOLE   525,000 0 0
FOUNDATION BLDG MATLS INC COM 350392106 707 50,000 SH   SOLE   50,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 19,818 440,000 SH   SOLE   440,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 14,772 1,200,000 SH   SOLE   1,200,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 16,678 175,000 SH   SOLE   175,000 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 30,214 525,000 SH   SOLE   525,000 0 0
NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 220 500,000 SH   SOLE   500,000 0 0
WELLS FARGO CO NEW COM 949746101 17,924 325,000 SH   SOLE   325,000 0 0
JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 5,406 100,000 SH   SOLE   100,000 0 0