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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 19,428,000 | 160,600 | SH | SOLE | 160,600 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 13,069,000 | 35,574 | SH | SOLE | 35,574 | 0 | 0 | |||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 9,720,000 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | |||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 19,840,000 | 615,399 | SH | SOLE | 615,399 | 0 | 0 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 12,586,000 | 165,435 | SH | SOLE | 165,435 | 0 | 0 | |||
| HALLADOR ENERGY COMPANY | COM | 40609P105 | 3,194,000 | 372,664 | SH | SOLE | 372,664 | 0 | 0 | |||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 28,214,000 | 339,647 | SH | SOLE | 339,647 | 0 | 0 | |||
| STAR GROUP L P | UNIT LTD PARTNR | 85512C105 | 15,107,000 | 1,105,928 | SH | SOLE | 1,105,928 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 28,969,000 | 32,398 | SH | SOLE | 32,398 | 0 | 0 | |||