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

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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 5,481 7,101 SH   SOLE   7,101 0 0
AMERICAN EXPRESS CO COM 025816109 7,422 100,192 SH   SOLE   100,192 0 0
AON PLC SHS CL A G0408V102 2,503 22,440 SH   SOLE   22,440 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 5,483 88,858 SH   SOLE   88,858 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,119 10,832 SH   SOLE   10,832 0 0
CREDIT ACCEP CORP MICH COM 225310101 2,484 11,418 SH   SOLE   11,418 0 0
HRG GROUP INC COM 40434J100 7,764 498,950 SH   SOLE   498,950 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 15,035 202,987 SH   SOLE   202,987 0 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 7,623 243,323 SH   SOLE   243,323 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 7,310 215,519 SH   SOLE   215,519 0 0
LPL FINL HLDGS INC COM 50212V100 1,370 38,912 SH   SOLE   38,912 0 0
MARCUS & MILLICHAP INC COM 566324109 6,195 231,852 SH   SOLE   231,852 0 0
SPIRIT AIRLS INC COM 848577102 4,175 72,162 SH   SOLE   72,162 0 0
TIME WARNER INC COM 887317303 3,836 39,738 SH   SOLE   39,738 0 0
TRINITY PL HLDGS INC COM 89656D101 1,893 204,220 SH   SOLE   204,220 0 0
UNITED STATES LIME & MINERAL COM 911922102 2,976 39,284 SH   SOLE   39,284 0 0