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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 18,511 | 12,596 | SH | SOLE | 12,596 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 28,461 | 9,039 | SH | SOLE | 9,039 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 9,431 | 44,289 | SH | SOLE | 44,289 | 0 | 0 | ||
| BLACKROCK INC | COM | 09247X101 | 8,900 | 15,793 | SH | SOLE | 15,793 | 0 | 0 | ||
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 10,905 | 71,727 | SH | SOLE | 71,727 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 9,604 | 15,383 | SH | SOLE | 15,383 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 9,725 | 337,554 | SH | SOLE | 337,554 | 0 | 0 | ||
| EQUITABLE HLDGS INC | COM | 29452E101 | 7,706 | 422,470 | SH | SOLE | 422,470 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 9,541 | 92,584 | SH | SOLE | 92,584 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 9,339 | 113,941 | SH | SOLE | 113,941 | 0 | 0 | ||
| IAC INTERACTIVECORP NEW | COM | 44891N109 | 9,161 | 76,479 | SH | SOLE | 76,479 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 8,548 | 258,390 | SH | SOLE | 258,390 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 9,832 | 99,917 | SH | SOLE | 99,917 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 19,124 | 90,925 | SH | SOLE | 90,925 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 9,854 | 19,706 | SH | SOLE | 19,706 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 8,819 | 106,613 | SH | SOLE | 106,613 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 9,727 | 49,366 | SH | SOLE | 49,366 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 9,047 | 105,197 | SH | SOLE | 105,197 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 13,211 | 52,565 | SH | SOLE | 52,565 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 9,662 | 266,683 | SH | SOLE | 266,683 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 10,622 | 21,901 | SH | SOLE | 21,901 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 9,785 | 9,565 | SH | SOLE | 9,565 | 0 | 0 | ||
| TRUPANION INC | COM | 898202106 | 12,346 | 156,480 | SH | SOLE | 156,480 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 12,681 | 124,823 | SH | SOLE | 124,823 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 8,404 | 287,329 | SH | SOLE | 287,329 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 8,696 | 110,767 | SH | SOLE | 110,767 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 8,989 | 437,764 | SH | SOLE | 437,764 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 8,627 | 33,851 | SH | SOLE | 33,851 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 9,467 | 75,854 | SH | SOLE | 75,854 | 0 | 0 | ||