The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| FERRARI N V | COM | N3167Y103 | 50,706 | 329,065 | SH | SOLE | 329,065 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 195,745 | 1,857,518 | SH | SOLE | 1,857,518 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 129,692 | 2,411,525 | SH | SOLE | 2,411,525 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 8,131 | 205,368 | SH | SOLE | 205,368 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 134,679 | 3,238,244 | SH | SOLE | 3,238,244 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 248,262 | 450,378 | SH | SOLE | 450,378 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 84,772 | 2,976,541 | SH | SOLE | 2,976,541 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 179,889 | 2,330,164 | SH | SOLE | 2,330,164 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 47,416 | 91,067 | SH | SOLE | 91,067 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 76,595 | 1,076,523 | SH | SOLE | 1,076,523 | 0 | 0 | ||