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 | 218,028 | 1,195,000 | SH | SOLE | 1,195,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 890,471 | 758,939 | SH | SOLE | 758,939 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 965,410 | 820,306 | SH | SOLE | 820,306 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 297,597 | 4,015,068 | SH | SOLE | 4,015,068 | 0 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | 25,161 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 575,268 | 323,048 | SH | SOLE | 323,048 | 0 | 0 | ||
| AMERICAN ELEC PWR CO INC | COM | 025537101 | 1,096 | 13,090 | SH | SOLE | 13,090 | 0 | 0 | ||
| APPIAN CORP | CL A | 03782L101 | 12,174 | 353,582 | SH | SOLE | 353,582 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 32,970 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 284,329 | 1,415,348 | SH | SOLE | 1,415,348 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 684,360 | 2,272 | SH | SOLE | 2,272 | 0 | 0 | ||
| BMC STK HLDGS INC | COM | 05591B109 | 70,680 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 311,428 | 178,478 | SH | SOLE | 178,478 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 115,704 | 8,673,480 | SH | SOLE | 8,673,480 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 14,199 | 354,437 | SH | SOLE | 354,437 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 800,448 | 11,467,735 | SH | SOLE | 11,467,735 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 1,073 | 22,888 | SH | SOLE | 22,888 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 705 | 2,911 | SH | SOLE | 2,911 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 493,960 | 1,093,002 | SH | SOLE | 1,093,002 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 7,457 | 643,373 | SH | SOLE | 643,373 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 15,724 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 27,023 | 670,059 | SH | SOLE | 670,059 | 0 | 0 | ||
| EDISON INTL | COM | 281020107 | 1,322 | 21,353 | SH | SOLE | 21,353 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 384 | 3,780 | SH | SOLE | 3,780 | 0 | 0 | ||
| EXPEDITORS INTL WASH INC | COM | 302130109 | 7,752 | 102,132 | SH | SOLE | 102,132 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 356,617 | 2,139,400 | SH | SOLE | 2,139,400 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 416,628 | 28,055,735 | SH | SOLE | 28,055,735 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 62,314 | 1,813,008 | SH | SOLE | 1,813,008 | 0 | 0 | ||
| IDEXX LABS INC | COM | 45168D104 | 256 | 1,146 | SH | SOLE | 1,146 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 17,055 | 713,000 | SH | SOLE | 713,000 | 0 | 0 | ||
| JACOBS ENGR GROUP INC | COM | 469814107 | 484,584 | 6,444,789 | SH | SOLE | 6,444,789 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 247,632 | 8,213,319 | SH | SOLE | 8,213,319 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 95,500 | 1,042,121 | SH | SOLE | 1,042,121 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 292,242 | 3,185,544 | SH | SOLE | 3,185,544 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 433,314 | 12,362,737 | SH | SOLE | 12,362,737 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 12,966 | 380,907 | SH | SOLE | 380,907 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 474,266 | 2,014,297 | SH | SOLE | 2,014,297 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 178,844 | 1,417,710 | SH | SOLE | 1,417,710 | 0 | 0 | ||
| NETSHOES CAYMAN LTD | COM | G6455X107 | 4,698 | 2,813,166 | SH | SOLE | 2,813,166 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 1,383 | 13,292 | SH | SOLE | 13,292 | 0 | 0 | ||
| RH | COM | 74967X103 | 22,134 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| RIMINI STR INC DEL | COM | 76674Q107 | 54 | 10,779 | SH | SOLE | 10,779 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 11,488 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 50,794 | 1,320,000 | SH | SOLE | 1,320,000 | 0 | 0 | ||
| THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 378,518 | 8,852,162 | SH | SOLE | 8,852,162 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 1,698 | 31,903 | SH | SOLE | 31,903 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 1,271 | 7,599 | SH | SOLE | 7,599 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 232,303 | 1,487,309 | SH | SOLE | 1,487,309 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 74,277 | 500,348 | SH | SOLE | 500,348 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 284 | 5,873 | SH | SOLE | 5,873 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 93,748 | 2,730,000 | SH | SOLE | 2,730,000 | 0 | 0 | ||