The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 158,316 | 1,155,000 | SH | SOLE | 1,155,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 860,798 | 823,762 | SH | SOLE | 823,762 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 836,623 | 807,855 | SH | SOLE | 807,855 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 232,633 | 4,015,068 | SH | SOLE | 4,015,068 | 0 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | 17,841 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 497,492 | 331,226 | SH | SOLE | 331,226 | 0 | 0 | ||
| AMERICAN ELEC PWR INC | COM | 025537101 | 978 | 13,090 | SH | SOLE | 13,090 | 0 | 0 | ||
| APPIAN CORP | CL A | 03782L101 | 9,444 | 353,582 | SH | SOLE | 353,582 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 31,720 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 753,984 | 2,464 | SH | SOLE | 2,464 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 320,375 | 1,569,080 | SH | SOLE | 1,569,080 | 0 | 0 | ||
| BMC STK HLDGS INC | COM | 05591B109 | 61,920 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 290,286 | 168,534 | SH | SOLE | 168,534 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 94,519 | 8,663,480 | SH | SOLE | 8,663,480 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 729,474 | 11,628,794 | SH | SOLE | 11,628,794 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 1,569 | 33,130 | SH | SOLE | 33,130 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 616 | 3,025 | SH | SOLE | 3,025 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 412,854 | 1,081,450 | SH | SOLE | 1,081,450 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 7,817 | 643,373 | SH | SOLE | 643,373 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 16,637 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 283 | 7,610 | SH | SOLE | 7,610 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 12,760 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| EDISON INTL | COM | 281020107 | 1,440 | 25,365 | SH | SOLE | 25,365 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 274,823 | 3,482,745 | SH | SOLE | 3,482,745 | 0 | 0 | ||
| EXPEDITORS INTL WASH INC | COM | 302130109 | 7,440 | 109,267 | SH | SOLE | 109,267 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 363,619 | 2,773,810 | SH | SOLE | 2,773,810 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 263 | 5,026 | SH | SOLE | 5,026 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 405,537 | 28,045,410 | SH | SOLE | 28,045,410 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 12,348 | 476,767 | SH | SOLE | 476,767 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 41,877 | 1,813,008 | SH | SOLE | 1,813,008 | 0 | 0 | ||
| IDEXX LABS INC | COM | 45168D104 | 296 | 1,592 | SH | SOLE | 1,592 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 10,602 | 713,000 | SH | SOLE | 713,000 | 0 | 0 | ||
| JACOBS ENGR GROUP INC DEL | COM | 469814107 | 365,954 | 6,259,906 | SH | SOLE | 6,259,906 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 181,323 | 8,663,319 | SH | SOLE | 8,663,319 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 79,817 | 1,111,503 | SH | SOLE | 1,111,503 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 245,153 | 3,403,480 | SH | SOLE | 3,403,480 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 10,651 | 358,362 | SH | SOLE | 358,362 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 398,046 | 12,965,674 | SH | SOLE | 12,965,674 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 381,725 | 2,023,455 | SH | SOLE | 2,023,455 | 0 | 0 | ||
| MERITAGE HOMES CORP | COM | 59001A102 | 17,258 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 157,919 | 1,350,194 | SH | SOLE | 1,350,194 | 0 | 0 | ||
| NETSHOES CAYMAN LTD | COM | G6455X107 | 4,192 | 2,813,166 | SH | SOLE | 2,813,166 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 301 | 874 | SH | SOLE | 874 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 1,495 | 16,260 | SH | SOLE | 16,260 | 0 | 0 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 1,029 | 17,051 | SH | SOLE | 17,051 | 0 | 0 | ||
| RH | COM | 74967X103 | 27,559 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| RIMINI STR INC DEL | COM | 76674Q107 | 55 | 10,710 | SH | SOLE | 10,710 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 9,396 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 338,751 | 8,156,789 | SH | SOLE | 8,156,789 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 34,769 | 1,320,000 | SH | SOLE | 1,320,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 19,814 | 442,873 | SH | SOLE | 442,873 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 1,482 | 10,720 | SH | SOLE | 10,720 | 0 | 0 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 654 | 5,127 | SH | SOLE | 5,127 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 204,979 | 1,553,581 | SH | SOLE | 1,553,581 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 57,722 | 640,782 | SH | SOLE | 640,782 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 811 | 17,608 | SH | SOLE | 17,608 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 74,666 | 2,730,000 | SH | SOLE | 2,730,000 | 0 | 0 | ||