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
ADIENT PLC ORD SHS G0084W101 2,048 31,321 SH   SOLE   31,321 0 0
ALPHABET INC CAP STK CL C 02079K107 3,394 3,394 SH   SOLE   3,394 0 0
AMAZON COM INC COM 023135106 1,934 1,998 SH   SOLE   1,998 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,148 19,461 SH   SOLE   19,461 0 0
AUTONATION INC COM 05329W102 830 19,692 SH   SOLE   19,692 0 0
AXALTA COATING SYS LTD COM G0750C108 1,893 59,076 SH   SOLE   59,076 0 0
BARNES & NOBLE INC COM 067774109 732 96,346 SH   SOLE   96,346 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,463 37,301 SH   SOLE   37,301 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 4,181 68,425 SH   SOLE   68,425 0 0
DOLLAR GEN CORP NEW COM 256677105 1,169 16,212 SH   SOLE   16,212 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 1,037 32,820 SH   SOLE   32,820 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 540 34,189 SH   SOLE   34,189 0 0
GILEAD SCIENCES INC COM 375558103 1,858 26,256 SH   SOLE   26,256 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,891 26,256 SH   SOLE   26,256 0 0
GRAY TELEVISION INC COM 389375106 1,953 142,577 SH   SOLE   142,577 0 0
HCA HEALTHCARE INC COM 40412C101 2,290 26,256 SH   SOLE   26,256 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 2,368 63,270 SH   SOLE   63,270 0 0
KRAFT HEINZ CO COM 500754106 1,405 16,410 SH   SOLE   16,410 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 7,535 139,485 SH   SOLE   139,485 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 643 65,640 SH   SOLE   65,640 0 0
MONSANTO CO NEW COM 61166W101 3,108 26,256 SH   SOLE   26,256 0 0
PEABODY ENERGY CORP NEW COM 704551100 802 32,820 SH   SOLE   32,820 0 0
PHILLIPS 66 COM 718546104 3,151 38,108 SH   SOLE   38,108 0 0
QUALITY CARE PPTYS INC COM 747545101 1,803 98,460 SH   SOLE   98,460 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 1,753 41,025 SH   SOLE   41,025 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 2,931 69,865 SH   SOLE   69,865 0 0
TIME WARNER INC COM NEW 887317303 2,434 24,238 SH   SOLE   24,238 0 0
TRIPADVISOR INC COM 896945201 1,504 39,380 SH   SOLE   39,380 0 0
TUCOWS INC COM NEW 898697206 476 8,895 SH   SOLE   8,895 0 0
WELLS FARGO CO NEW COM 949746101 1,000 18,051 SH   SOLE   18,051 0 0