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 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 312,091 | 2,843,134 | SH | SOLE | 2,843,134 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 112,425 | 2,411,525 | SH | SOLE | 2,411,525 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 9,043 | 206,546 | SH | SOLE | 206,546 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 156,991 | 3,415,440 | SH | SOLE | 3,415,440 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 285,620 | 499,388 | SH | SOLE | 499,388 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 161,372 | 5,016,241 | SH | SOLE | 5,016,241 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 173,340 | 1,991,040 | SH | SOLE | 1,991,040 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 56,449 | 100,801 | SH | SOLE | 100,801 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 76,978 | 1,186,652 | SH | SOLE | 1,186,652 | 0 | 0 | ||