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 |
| QURATE RETAIL INC | COM SER A | 74915M100 | 2,280 | 270,439 | SH | OTR | 1 | 0 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,870 | 5,138 | SH | OTR | 1 | 0 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 4,951 | 78,000 | SH | OTR | 1 | 0 | 0 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 4,793 | 60,000 | SH | OTR | 1 | 0 | 0 | 0 | |
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 3,754 | 6,432 | SH | OTR | 1 | 0 | 0 | 0 | |
| GAMESTOP CORP NEW | CL A | 36467W109 | 18,544 | 3,050,000 | SH | OTR | 1 | 0 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 2,575 | 11,200 | SH | OTR | 1 | 0 | 0 | 0 | |
| INTERDIGITAL INC | COM | 45867G101 | 7,300 | 132,750 | SH | OTR | 1 | 0 | 0 | 0 | |
| MGIC INVT CORP WIS | COM | 552848103 | 6,943 | 490,000 | SH | OTR | 1 | 0 | 0 | 0 | |
| PEABODY ENERGY CORP. | COM | 704551100 | 483 | 53,000 | SH | OTR | 1 | 0 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78410G104 | 163,766 | 679,554 | SH | OTR | 1 | 0 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92556H206 | 7,513 | 178,994 | SH | OTR | 1 | 0 | 0 | 0 | |
| WILLIAMS COS INC DEL | COM | 969457100 | 1,660 | 70,000 | SH | OTR | 1 | 0 | 0 | 0 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 137 | 1,100 | SH | OTR | 1 | 0 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 679 | 2 | SH | OTR | 1 | 0 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 753 | 3,325 | SH | OTR | 1 | 0 | 0 | 0 | |
| BROWN FORMAN CORP | CL A | 115637100 | 188 | 3,000 | SH | OTR | 1 | 0 | 0 | 0 | |
| BROWN FORMAN CORP | CL B | 115637209 | 125 | 1,843 | SH | OTR | 1 | 0 | 0 | 0 | |
| COCA COLA CO | COM | 191216100 | 65 | 1,175 | SH | OTR | 1 | 0 | 0 | 0 | |
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 104 | 1,100 | SH | OTR | 1 | 0 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 1,717 | 5,750 | SH | OTR | 1 | 0 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 651 | 7,645 | SH | OTR | 1 | 0 | 0 | 0 | |
| UNILEVER NV | NY SHS NEW | 904784709 | 628 | 10,925 | SH | OTR | 1 | 0 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 667 | 3,550 | SH | OTR | 1 | 0 | 0 | 0 | |