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 | 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 | ||