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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107   18,311,328 138,880 SH   SOLE   138,880 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   15,646,157 35,574 SH   SOLE   35,574 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   11,151,000 270,000 SH   SOLE   270,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103   17,237,326 615,399 SH   SOLE   615,399 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   14,709,150 163,435 SH   SOLE   163,435 0 0
HALLADOR ENERGY COMPANY COM 40609P105   5,373,815 372,664 SH   SOLE   372,664 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   29,399,844 339,647 SH   SOLE   339,647 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105   13,304,314 1,105,928 SH   SOLE   1,105,928 0 0
TRANSDIGM GROUP INC COM 893641100   20,494,804 24,308 SH   SOLE   24,308 0 0