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 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
CHIPOTLE MEXICAN GRILL INC COM 169656105 36,198 79,641 SH   SOLE   79,641 0 0
FERRARI N V COM N3167Y103 45,180 330,000 SH   SOLE   330,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 108,395 1,959,765 SH   SOLE   1,959,765 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 3,558 100,000 SH   SOLE   100,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 72,388 1,946,441 SH   SOLE   1,946,441 0 0
MERCADOLIBRE INC COM 58733R102 134,121 393,929 SH   SOLE   393,929 0 0
NEW YORK TIMES CO CL A 650111107 37,040 1,600,000 SH   SOLE   1,600,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 13,282 480,000 SH   SOLE   480,000 0 0
STARS GROUP INC COM 85570W100 13,790 553,800 SH   SOLE   553,800 0 0
TEMPUR SEALY INTL INC COM 88023U101 118,678 2,243,440 SH   SOLE   2,243,440 0 0