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 | 18,779 | 16,150 | SH | SOLE | 16,150 | 0 | 0 | ||
| APPIAN CORP | CL A | 03782L101 | 8,735 | 217,138 | SH | SOLE | 217,138 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 11,636 | 332,845 | SH | SOLE | 332,845 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 3,770 | 199,046 | SH | SOLE | 199,046 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 4,160 | 77,276 | SH | SOLE | 77,276 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 16,855 | 305,951 | SH | SOLE | 305,951 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 30,149 | 69,100 | SH | SOLE | 69,100 | 0 | 0 | ||
| HALLADOR ENERGY COMPANY | COM | 40609P105 | 528 | 557,189 | SH | SOLE | 557,189 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 16,762 | 388,286 | SH | SOLE | 388,286 | 0 | 0 | ||
| STAR GROUP L P | UNIT LTD PARTNR | 85512C105 | 12,739 | 1,654,387 | SH | SOLE | 1,654,387 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 18,851 | 58,873 | SH | SOLE | 58,873 | 0 | 0 | ||