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 26,433 9,135 SH   SOLE   9,135 0 0
ALTERYX INC COM CL A 02156B103 11,818 195,347 SH   SOLE   195,347 0 0
CARDLYTICS INC COM 14161W105 20,140 304,736 SH   SOLE   304,736 0 0
CARVANA CO CL A 146869102 21,192 91,428 SH   SOLE   91,428 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 41,644 63,874 SH   SOLE   63,874 0 0
GOODRX HLDGS INC COM CL A 38246G108 9,681 296,233 SH   SOLE   296,233 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 16,398 144,435 SH   SOLE   144,435 0 0
HALLADOR ENERGY COMPANY COM 40609P105 1,297 527,140 SH   SOLE   527,140 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 20,796 261,847 SH   SOLE   261,847 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105 14,057 1,305,167 SH   SOLE   1,305,167 0 0
TRANSDIGM GROUP INC COM 893641100 35,440 55,698 SH   SOLE   55,698 0 0