The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 26,009 12,573 SH   SOLE   12,573 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,893 54,384 SH   SOLE   54,384 0 0
BLACKROCK INC COM 09247X101 13,771 18,265 SH   SOLE   18,265 0 0
BOSTON BEER INC CL A 100557107 13,791 11,433 SH   SOLE   11,433 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 13,587 305,321 SH   SOLE   305,321 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 13,308 21,568 SH   SOLE   21,568 0 0
COMCAST CORP NEW CL A 20030N101 13,660 252,450 SH   SOLE   252,450 0 0
COUPA SOFTWARE INC COM 22266L106 9,495 37,311 SH   SOLE   37,311 0 0
HUMANIGEN INC COM NEW 444863203 13,052 683,374 SH   SOLE   683,374 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 13,252 118,657 SH   SOLE   118,657 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 13,318 88,699 SH   SOLE   88,699 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 13,748 311,670 SH   SOLE   311,670 0 0
MASONITE INTL CORP COM 575385109 14,657 127,187 SH   SOLE   127,187 0 0
MICROSOFT CORP COM 594918104 25,811 109,474 SH   SOLE   109,474 0 0
PTC INC COM 69370C100 12,565 91,284 SH   SOLE   91,284 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 10,282 91,441 SH   SOLE   91,441 0 0
POST HLDGS INC COM 737446104 14,190 134,226 SH   SOLE   134,226 0 0
REDFIN CORP COM 75737F108 9,717 145,930 SH   SOLE   145,930 0 0
SALESFORCE COM INC COM 79466L302 11,369 53,660 SH   SOLE   53,660 0 0
SCHWAB CHARLES CORP COM 808513105 14,265 218,859 SH   SOLE   218,859 0 0
SERVICENOW INC COM 81762P102 11,389 22,773 SH   SOLE   22,773 0 0
SHOPIFY INC CL A 82509L107 20,027 18,099 SH   SOLE   18,099 0 0
TRUPANION INC COM 898202106 9,575 125,642 SH   SOLE   125,642 0 0
YUM CHINA HLDGS INC COM 98850P109 12,274 207,295 SH   SOLE   207,295 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 8,651 66,730 SH   SOLE   66,730 0 0
ARCH CAP GROUP LTD ORD G0450A105 14,662 382,110 SH   SOLE   382,110 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 10,635 239,746 SH   SOLE   239,746 0 0