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 62,635 23,500 SH   SOLE 0 23,500 0 0
Amazon.com, Inc. Common Stock 023135106 59,623 18,150 SH   SOLE 0 18,150 0 0
AMERCO Common Stock 023586100 21,981 34,025 SH   SOLE 0 34,025 0 0
Bally's Corporation Common Stock 05875B106 3,761 75,000 SH   SOLE 0 75,000 0 0
Berkshire Hathaway Inc. Class B Common Shares 084670702 81,268 297,750 SH   SOLE 0 297,750 0 0
Camping World Holdings, Inc. Class A Common Stock 13462K109 8,755 225,250 SH   SOLE 0 225,250 0 0
Chegg, Inc. Common Stock 163092109 2,547 37,450 SH   SOLE 0 37,450 0 0
Clear Channel Outdoor Holdings, Inc. Common Stock 18453H106 1,667 615,050 SH   SOLE 0 615,050 0 0
CONX Corp. Units 212873202 2,510 250,000 SH   SOLE 0 250,000 0 0
eBay Inc. Common Stock 278642103 6,967 100,000 SH   SOLE 0 100,000 0 0
eHealth, Inc. Common Stock 28238P109 3,524 87,000 SH   SOLE 0 87,000 0 0
Enova International, Inc. Common Stock 29357K103 14,995 434,000 SH   SOLE 0 434,000 0 0
Facebook, Inc. Class A Common Stock 30303M102 54,642 161,000 SH   SOLE 0 161,000 0 0
Figure Acquisition Corp. I Class A Common Stock 302438106 8,373 850,000 SH   SOLE 0 850,000 0 0
Figure Acquisition Corp. I Units 302438205 8,194 852,689 SH   SOLE 0 852,689 0 0
GXO Logistics, Inc. Common Stock 36262G101 6,491 82,750 SH   SOLE 0 82,750 0 0
Health Assurance Acquisition Corp. Class A Common Stock 42226W109 12,147 1,242,057 SH   SOLE 0 1,242,057 0 0
Health Assurance Acquisition Corp. Units 42226W208 4,509 450,000 SH   SOLE 0 450,000 0 0
IAC/InterActiveCorp Common Stock 44891N208 66,904 513,500 SH   SOLE 0 513,500 0 0
LendingClub Corporation Common Stock 52603A208 4,017 142,250 SH   SOLE 0 142,250 0 0
LGI Homes, Inc. New Common Stock 50187T106 8,195 57,750 SH   SOLE 0 57,750 0 0
Orion Engineered Carbons S.A. Ordinary Registered Shares L72967109 5,797 318,000 SH   SOLE 0 318,000 0 0
Pinterest, Inc. Class A Common Stock 72352L106 2,293 45,000 SH   SOLE 0 45,000 0 0
Points International Ltd. Common Shares 730843208 10,448 611,000 SH   SOLE 0 611,000 0 0
QAD Inc. Class A Common Stock 74727D306 25,359 290,186 SH   SOLE 0 290,186 0 0
Rimini Street, Inc. Common Stock 76674Q107 965 100,000 SH   SOLE 0 100,000 0 0
SS&C Technologies Holdings, Inc. New Common Stock 78467J100 7,061 101,750 SH   SOLE 0 101,750 0 0
Stitch Fix, Inc. Class A Common Stock 860897107 6,342 158,750 SH   SOLE 0 158,750 0 0
Twitter, Inc. Common Stock 90184L102 35,721 591,500 SH   SOLE 0 591,500 0 0
Ubiquiti Inc. Common Stock 90353W103 2,807 9,400 SH   SOLE 0 9,400 0 0
Upwork Inc. Common Stock 91688F104 5,629 125,000 SH   SOLE 0 125,000 0 0
Vimeo, Inc. Common Stock 92719V100 3,676 125,150 SH   SOLE 0 125,150 0 0
Vy Global Growth Class A Common Stock G9444H100 5,396 550,000 SH   SOLE 0 550,000 0 0
Vy Global Growth Units G9444H126 21,741 2,163,259 SH   SOLE 0 2,163,259 0 0
Walker & Dunlop, Inc. Common Stock 93148P102 37,115 327,000 SH   SOLE 0 327,000 0 0
Wells Fargo & Company Common Stock 949746101 9,282 200,000 SH   SOLE 0 200,000 0 0
XPO Logistics, Inc. Common Stock 983793100 7,795 97,950 SH   SOLE 0 97,950 0 0
Zillow Group, Inc. Class C Non-Voting Common Stock 98954M200 18,686 212,000 SH   SOLE 0 212,000 0 0