The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 Sh ADR | SPONSORED ADS | 01609W102 | 498,480 | 2,941,754 | SH | SOLE | 2,941,754 | 0 | 0 | ||
| Alphabet Inc Cl A | CAP STK CL A | 02079K305 | 888,055 | 820,147 | SH | SOLE | 820,147 | 0 | 0 | ||
| Alphabet Inc. Cl C | CAP STK CL C | 02079K107 | 810,040 | 749,406 | SH | SOLE | 749,406 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 1,045 | 15,068 | SH | SOLE | 15,068 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 554,230 | 292,681 | SH | SOLE | 292,681 | 0 | 0 | ||
| AMERICAN ELEC PWR CO INC | COM | 025537101 | 1,152 | 13,090 | SH | SOLE | 13,090 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 935 | 3,600 | SH | SOLE | 3,600 | 0 | 0 | ||
| AXA EQUITABLE HLDGS INC | COM | 054561105 | 37,620 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 23,472 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 718,516 | 2,257 | SH | SOLE | 2,257 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 293,363 | 1,376,193 | SH | SOLE | 1,376,193 | 0 | 0 | ||
| BMC Stock Holdings Inc. | COM | 05591B109 | 84,800 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| Booking Holdings Inc | COM | 09857L108 | 331,301 | 176,721 | SH | SOLE | 176,721 | 0 | 0 | ||
| Builders Firstsource Inc. | COM | 12008R107 | 146,235 | 8,673,480 | SH | SOLE | 8,673,480 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 21,847 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 862,799 | 9,936,651 | SH | SOLE | 9,936,651 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 1,165 | 22,888 | SH | SOLE | 22,888 | 0 | 0 | ||
| Costco Wholesale Corp | COM | 22160K105 | 655 | 2,479 | SH | SOLE | 2,479 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 526,559 | 1,088,314 | SH | SOLE | 1,088,314 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 6,743 | 643,373 | SH | SOLE | 643,373 | 0 | 0 | ||
| Dentsply Sirona Inc. | COM | 24906P109 | 234 | 4,018 | SH | SOLE | 4,018 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 20,490 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| EDISON INTL | COM | 281020107 | 1,277 | 18,939 | SH | SOLE | 18,939 | 0 | 0 | ||
| EXPEDITORS INTL WASH INC | COM | 302130109 | 7,748 | 102,132 | SH | SOLE | 102,132 | 0 | 0 | ||
| Facebook Inc Cl A | CL A | 30303M102 | 408,355 | 2,115,831 | SH | SOLE | 2,115,831 | 0 | 0 | ||
| Fiat Chrysler Automobiles NV s | SHS | N31738102 | 387,487 | 28,038,165 | SH | SOLE | 28,038,165 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 31,909 | 1,813,008 | SH | SOLE | 1,813,008 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | COM | 362409104 | 27,400 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| Idexx Laboratories Corp. | COM | 45168D104 | 316 | 1,146 | SH | SOLE | 1,146 | 0 | 0 | ||
| Iqiyi Inc ADR | SPONSORED ADS | 46267X108 | 14,723 | 713,000 | SH | SOLE | 713,000 | 0 | 0 | ||
| JACOBS ENGR GROUP INC | COM | 469814107 | 547,281 | 6,485,142 | SH | SOLE | 6,485,142 | 0 | 0 | ||
| JD.com | SPON ADR CL A | 47215P106 | 241,209 | 7,963,319 | SH | SOLE | 7,963,319 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 106,182 | 1,032,500 | SH | SOLE | 1,032,500 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 327,776 | 3,145,043 | SH | SOLE | 3,145,043 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 13,631 | 380,117 | SH | SOLE | 380,117 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 459,594 | 12,285,321 | SH | SOLE | 12,285,321 | 0 | 0 | ||
| Mastercard Inc | CL A | 57636Q104 | 534,902 | 2,022,084 | SH | SOLE | 2,022,084 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 208,876 | 1,416,399 | SH | SOLE | 1,416,399 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 1,203 | 10,971 | SH | SOLE | 10,971 | 0 | 0 | ||
| RH Com | COM | 74967X103 | 28,900 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Rimini Street Inc. | COM | 76674Q107 | 57 | 10,779 | SH | SOLE | 10,779 | 0 | 0 | ||
| Sailpoint Technologies Holding | COM | 78781P105 | 80,441 | 4,014,000 | SH | SOLE | 4,014,000 | 0 | 0 | ||
| THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 352,667 | 8,774,987 | SH | SOLE | 8,774,987 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 113,696 | 2,120,000 | SH | SOLE | 2,120,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 918 | 17,364 | SH | SOLE | 17,364 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 1,138 | 6,731 | SH | SOLE | 6,731 | 0 | 0 | ||
| Visa Inc Class A | COM CL A | 92826C839 | 251,625 | 1,449,868 | SH | SOLE | 1,449,868 | 0 | 0 | ||
| WAITR HLDGS INC | COM | 930752100 | 18,964 | 3,014,882 | SH | SOLE | 3,014,882 | 0 | 0 | ||
| Wayfair Inc Cl A | CL A | 94419L101 | 73,051 | 500,348 | SH | SOLE | 500,348 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 232 | 4,899 | SH | SOLE | 4,899 | 0 | 0 | ||
| Yandex NV Shs | SHS CLASS A | N97284108 | 103,740 | 2,730,000 | SH | SOLE | 2,730,000 | 0 | 0 | ||