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. Class C Capital Stock 02079K107 13,601 9,255 SH   SOLE   9,255 0 0
Amazon.com, Inc. Common Stock 023135106 24,245 7,700 SH   SOLE   7,700 0 0
Berkshire Hathaway Inc. Class B Common Shares 084670702 12,776 60,000 SH   SOLE   60,000 0 0
BrightView Holdings, Inc. Common Stock 10948C107 656 57,508 SH   SOLE   57,508 0 0
Cardlytics, Inc. Common Stock 14161W105 5,707 80,877 SH   SOLE   80,877 0 0
Change Healthcare Inc. Common Stock 15912K100 11,262 776,132 SH   SOLE   776,132 0 0
Chegg, Inc. Common Stock 163092109 4,644 65,000 SH   SOLE   65,000 0 0
eHealth, Inc. Common Stock 28238P109 9,343 118,268 SH   SOLE   118,268 0 0
Facebook, Inc. Class A Common Stock 30303M102 15,452 59,000 SH   SOLE   59,000 0 0
IAC/InterActiveCorp Common Stock 44891N109 53,422 446,000 SH   SOLE   446,000 0 0
LGI Homes, Inc. New Common Stock 50187T106 11,220 96,581 SH   SOLE   96,581 0 0
Orion Engineered Carbons S.A. Ordinary Registered Shares L72967109 7,302 583,665 SH   SOLE   583,665 0 0
PAR Technology Corporation Common Stock 698884103 405 10,000 SH   SOLE   10,000 0 0
Pinterest, Inc. Class A Common Stock 72352L106 15,151 365,000 SH   SOLE   365,000 0 0
Points International Ltd. Common Shares 730843208 9,764 1,008,726 SH   SOLE   1,008,726 0 0
QAD Inc. Class A Common Stock 74727D306 13,307 315,325 SH   SOLE   315,325 0 0
Roku, Inc. Class A Common Stock 77543R102 13,405 71,000 SH   SOLE   71,000 0 0
Seaboard Corporation Common Shares 811543107 8,751 3,085 SH   SOLE   3,085 0 0
SS&C Technologies Holdings, Inc. New Common Stock 78467J100 23,736 392,200 SH   SOLE   392,200 0 0
Stamps.com Inc. Common Shares 852857200 6,547 27,172 SH   SOLE   27,172 0 0
Stitch Fix, Inc. Class A Common Stock 860897107 14,540 535,928 SH   SOLE   535,928 0 0
Twitter, Inc. Common Stock 90184L102 26,894 604,351 SH   SOLE   604,351 0 0
Ubiquiti Inc. Common Stock 90353W103 15,456 92,738 SH   SOLE   92,738 0 0
Upwork Inc. Common Stock 91688F104 872 50,000 SH   SOLE   50,000 0 0
Walker & Dunlop, Inc. Common Stock 93148P102 8,989 169,597 SH   SOLE   169,597 0 0
Wells Fargo & Company Common Stock 949746101 12,931 550,000 SH   SOLE   550,000 0 0
XPO Logistics, Inc. Common Stock 983793100 19,768 233,500 SH   SOLE   233,500 0 0