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
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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. Class C Capital Stock 02079K107 30,781 14,880 SH   SOLE   14,880 0 0
Amazon.com, Inc. Common Stock 023135106 24,907 8,050 SH   SOLE   8,050 0 0
Berkshire Hathaway Inc. Class B Common Shares 084670702 43,174 169,000 SH   SOLE   169,000 0 0
Camping World Holdings, Inc. Class A Common Stock 13462K109 11,278 310,000 SH   SOLE   310,000 0 0
Chegg, Inc. Common Stock 163092109 8,652 101,000 SH   SOLE   101,000 0 0
CONX Corp. Units 212873202 2,563 250,000 SH   SOLE   250,000 0 0
eHealth, Inc. Common Stock 28238P109 19,031 261,668 SH   SOLE   261,668 0 0
Enova International, Inc. Common Stock 29357K103 8,870 250,000 SH   SOLE   250,000 0 0
Facebook, Inc. Class A Common Stock 30303M102 34,975 118,750 SH   SOLE   118,750 0 0
General Motors Company Common Stock 37045V100 3,160 55,000 SH   SOLE   55,000 0 0
Health Assurance Acquisition Corp. Class A Common Stock 42226W109 767 75,000 SH   SOLE   75,000 0 0
IAC/InterActiveCorp Common Stock 44891N109 74,255 343,282 SH   SOLE   343,282 0 0
LendingClub Corporation Common Stock 52603A208 8,425 510,000 SH   SOLE   510,000 0 0
LGI Homes, Inc. New Common Stock 50187T106 8,894 59,564 SH   SOLE   59,564 0 0
MBIA Inc. Common Stock 55262C100 5,964 620,000 SH   SOLE   620,000 0 0
Orion Engineered Carbons S.A. Ordinary Registered Shares L72967109 8,672 439,754 SH   SOLE   439,754 0 0
PAR Technology Corporation Common Stock 698884103 16,353 250,000 SH   SOLE   250,000 0 0
Pinterest, Inc. Class A Common Stock 72352L106 8,143 110,000 SH   SOLE   110,000 0 0
Points International Ltd. Common Shares 730843208 13,949 916,493 SH   SOLE   916,493 0 0
QAD Inc. Class A Common Stock 74727D306 14,227 213,686 SH   SOLE   213,686 0 0
Roku, Inc. Class A Common Stock 77543R102 14,660 45,000 SH   SOLE   45,000 0 0
Sea Limited SPONSORD ADS 81141R100 8,204 36,750 SH   SOLE   36,750 0 0
SS&C Technologies Holdings, Inc. New Common Stock 78467J100 7,665 109,700 SH   SOLE   109,700 0 0
Stamps.com Inc. Common Shares 852857200 53,526 268,286 SH   SOLE   268,286 0 0
Stitch Fix, Inc. Class A Common Stock 860897107 11,267 227,428 SH   SOLE   227,428 0 0
Twitter, Inc. Common Stock 90184L102 38,992 612,800 SH   SOLE   612,800 0 0
Ubiquiti Inc. Common Stock 90353W103 2,731 9,154 SH   SOLE   9,154 0 0
Upwork Inc. Common Stock 91688F104 9,626 215,000 SH   SOLE   215,000 0 0
Viad Corp. Common Stock 92552R406 3,098 74,200 SH   SOLE   74,200 0 0
Vy Global Growth Units G9444H126 21,789 2,095,140 SH   SOLE   2,095,140 0 0
Walker & Dunlop, Inc. Common Stock 93148P102 13,977 136,039 SH   SOLE   136,039 0 0
Wells Fargo & Company Common Stock 949746101 17,191 440,000 SH   SOLE   440,000 0 0
XPO Logistics, Inc. Common Stock 983793100 13,255 107,500 SH   SOLE   107,500 0 0
Zillow Group, Inc. Class C Non-Voting Common Stock 98954M200 10,280 79,300 SH   SOLE   79,300 0 0