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
ALPHABET INC CAP STK CL C 02079K107 22,962 13,107 SH   SOLE   13,107 0 0
AMAZON COM INC COM 023135106 12,142 3,728 SH   SOLE   3,728 0 0
ARCH CAP GROUP LTD ORD G0450A105 11,930 330,734 SH   SOLE   330,734 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,613 50,085 SH   SOLE   50,085 0 0
BLACK KNIGHT INC COM 09215C105 10,855 122,868 SH   SOLE   122,868 0 0
BOSTON BEER INC CL A 100557107 12,268 12,338 SH   SOLE   12,338 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 11,865 68,587 SH   SOLE   68,587 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 12,118 293,635 SH   SOLE   293,635 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 12,041 18,201 SH   SOLE   18,201 0 0
COMCAST CORP NEW CL A 20030N101 12,349 235,666 SH   SOLE   235,666 0 0
FACEBOOK INC CL A 30303M102 11,432 41,851 SH   SOLE   41,851 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 13,499 117,088 SH   SOLE   117,088 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 12,210 77,097 SH   SOLE   77,097 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 11,869 272,778 SH   SOLE   272,778 0 0
MASONITE INTL CORP COM 575385109 12,477 126,873 SH   SOLE   126,873 0 0
MICROSOFT CORP COM 594918104 23,908 107,489 SH   SOLE   107,489 0 0
NETFLIX INC COM 64110L106 13,177 24,368 SH   SOLE   24,368 0 0
POST HLDGS INC COM 737446104 11,503 113,879 SH   SOLE   113,879 0 0
PTC INC COM 69370C100 14,174 118,503 SH   SOLE   118,503 0 0
RH COM 74967X103 12,812 28,629 SH   SOLE   28,629 0 0
SALESFORCE COM INC COM 79466L302 20,793 93,440 SH   SOLE   93,440 0 0
SCHWAB CHARLES CORP COM 808513105 13,206 248,985 SH   SOLE   248,985 0 0
SERVICENOW INC COM 81762P102 12,794 23,243 SH   SOLE   23,243 0 0
SHOPIFY INC CL A 82509L107 14,376 12,700 SH   SOLE   12,700 0 0
STARBUCKS CORP COM 855244109 12,773 119,399 SH   SOLE   119,399 0 0
TRUPANION INC COM 898202106 15,512 129,577 SH   SOLE   129,577 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 14,157 109,070 SH   SOLE   109,070 0 0