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
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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 A 02079K305 348,585 300,000 SH   SOLE   300,000 0 0
BMC STOCK HOLDINGS INC. COM 05591B109 87,217 4,919,200 SH   SOLE   4,919,200 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 122,300 10,000,000 SH   SOLE   10,000,000 0 0
CARMAX INC COM 143130102 14,666 272,447 SH   SOLE   272,447 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 2,299 660,492 SH   SOLE   660,492 0 0
EQUITABLE HOLDINGS INC COM 29452E101 26,010 1,800,000 SH   SOLE   1,800,000 0 0
EVI INDUSTRIES INC COM 26929N102 3,476 220,310 SH   SOLE   220,310 0 0
FIAT CHRYSLER AUTOMOBILES NV S SHS N31738102 201,320 28,000,000 SH   SOLE   28,000,000 0 0
GTT COMMUNICATIONS INC COM 362393100 29,494 3,709,971 SH   SOLE   3,709,971 0 0
GTY TECHNOLOGY HOLDINGS INC COM 362409104 19,545 4,324,130 SH   SOLE   4,324,130 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 23,685 2,594,241 SH   SOLE   2,594,241 0 0
JD COM INC SPON ADR CL A 47215P106 121,500 3,000,000 SH   SOLE   3,000,000 0 0
PRIMERICA INC COM 74164M108 2,683 30,328 SH   SOLE   30,328 0 0
SAILPOINT TECHNOLOGIES HOLDING COM 78781P105 60,880 4,000,000 SH   SOLE   4,000,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 66,812 4,154,967 SH   SOLE   4,154,967 0 0
WAITR HLDGS INC COM 930752100 3,092 2,514,175 SH   SOLE   2,514,175 0 0
YANDEX NV SHS SHS CLASS A N97284108 136,200 4,000,000 SH   SOLE   4,000,000 0 0