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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 19,520 | 14,600 | SH | SOLE | 14,600 | 0 | 0 | ||
| APPIAN CORP | CL A | 03782L101 | 8,297 | 217,138 | SH | SOLE | 217,138 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 17,668 | 281,064 | SH | SOLE | 281,064 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 7,002 | 199,046 | SH | SOLE | 199,046 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 9,165 | 104,540 | SH | SOLE | 104,540 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 21,699 | 235,729 | SH | SOLE | 235,729 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 29,832 | 61,500 | SH | SOLE | 61,500 | 0 | 0 | ||
| HALLADOR ENERGY COMPANY | COM | 40609P105 | 1,655 | 557,189 | SH | SOLE | 557,189 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 17,900 | 383,955 | SH | SOLE | 383,955 | 0 | 0 | ||
| STAR GROUP L P | UNIT LTD PARTNR | 85512C105 | 15,651 | 1,654,387 | SH | SOLE | 1,654,387 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 19,193 | 34,273 | SH | SOLE | 34,273 | 0 | 0 | ||