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
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 23,263 13,279 SH   SOLE   13,279 0 0
ALTERYX INC COM CL A 02156B103 14,535 119,347 SH   SOLE   119,347 0 0
CARDLYTICS INC COM 14161W105 38,533 269,895 SH   SOLE   269,895 0 0
CARVANA CO CL A 146869102 47,641 198,887 SH   SOLE   198,887 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 43,248 65,374 SH   SOLE   65,374 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 12,361 96,025 SH   SOLE   96,025 0 0
HALLADOR ENERGY COMPANY COM 40609P105 775 527,140 SH   SOLE   527,140 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 22,379 367,347 SH   SOLE   367,347 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105 14,728 1,565,167 SH   SOLE   1,565,167 0 0
TRANSDIGM GROUP INC COM 893641100 34,469 55,698 SH   SOLE   55,698 0 0