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
ADVANCE AUTO PARTS INC COM 00751Y106 1,398 14,025 SH   SOLE   14,025 0 0
ALPHABET INC CAP STK CL C 02079K107 3,454 3,301 SH   SOLE   3,301 0 0
ARCH CAP GROUP LTD ORD G0450A105 6,367 70,144 SH   SOLE   70,144 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,486 7,400 SH   SOLE   7,400 0 0
CORELOGIC INC COM 21871D103 9,295 201,147 SH   SOLE   201,147 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 8,754 45,491 SH   SOLE   45,491 0 0
HRG GROUP INC COM 40434J100 18,219 1,074,880 SH   SOLE   1,074,880 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 8,461 99,351 SH   SOLE   99,351 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 8,075 236,393 SH   SOLE   236,393 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 14,691 370,423 SH   SOLE   370,423 0 0
MARCUS & MILLICHAP INC COM 566324109 2,018 61,892 SH   SOLE   61,892 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 14,282 59,376 SH   SOLE   59,376 0 0
TRINITY PL HLDGS INC COM 89656D101 1,822 262,147 SH   SOLE   262,147 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 14,502 425,017 SH   SOLE   425,017 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,469 71,500 SH Call SOLE   71,500 0 0