The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 21,120 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| AT HOME GROUP INC | COM | 04650Y100 | 10,125 | 566,883 | SH | SOLE | 566,883 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 7,388 | 4,234 | SH | SOLE | 4,234 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 11,752 | 202,417 | SH | SOLE | 202,417 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 8,865 | 764,899 | SH | SOLE | 764,899 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 11,505 | 206,884 | SH | SOLE | 206,884 | 0 | 0 | ||
| GREENSKY INC | CL A | 39572G100 | 4,365 | 337,318 | SH | SOLE | 337,318 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 13,562 | 287,826 | SH | SOLE | 287,826 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 12,064 | 189,410 | SH | SOLE | 189,410 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 6,447 | 368,164 | SH | SOLE | 368,164 | 0 | 0 | ||
| UPLAND SOFTWARE INC | COM | 91544A109 | 4,689 | 110,700 | SH | SOLE | 110,700 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 13,362 | 114,082 | SH | SOLE | 114,082 | 0 | 0 | ||