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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
Estimated average burden
hours per response: 23.8
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 17,797 14,600 SH   SOLE   14,600 0 0
APPIAN CORP CL A 03782L101 10,314 217,138 SH   SOLE   217,138 0 0
CARDLYTICS INC COM 14161W105 9,421 281,064 SH   SOLE   281,064 0 0
CARGURUS INC COM CL A 141788109 6,160 199,046 SH   SOLE   199,046 0 0
CARMAX INC COM 143130102 9,200 104,540 SH   SOLE   104,540 0 0
CARVANA CO CL A 146869102 15,558 235,729 SH   SOLE   235,729 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 25,345 61,500 SH   SOLE   61,500 0 0
HALLADOR ENERGY COMPANY COM 40609P105 2,017 557,189 SH   SOLE   557,189 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 18,498 343,955 SH   SOLE   343,955 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105 15,667 1,654,387 SH   SOLE   1,654,387 0 0
TRANSDIGM GROUP INC COM 893641100 17,845 34,273 SH   SOLE   34,273 0 0