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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

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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 CAP STK CL C 02079K107 2,259,360 7,200 SH SOLE 7,200 0 0
CNX RES CORP COM 12653C108 12,192,160 331,579 SH SOLE 331,579 0 0
GREEN BRICK PARTNERS INC COM 392709101 7,667,077 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS INC COM 422347104 2,459,943 272,419 SH SOLE 272,419 0 0
HINGHAM INSTN SVGS MASS COM 433323102 8,995,852 31,680 SH SOLE 31,680 0 0
NETFLIX INC. COM 64110L106 30,669,833 327,110 SH SOLE 327,110 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 4,164,424 57,687 SH SOLE 57,687 0 0
MAGNUM ICE CREAM CO ORD SHS N5505D105 29,075,338 1,835,800 SH SOLE 1,835,800 0 0
WAYFAIR INC CL A 94419L101 46,224,747 460,360 SH SOLE 460,360 0 0
WISE GROUP PLC ORD SHS CLASS A G9723Y105 1,610,103 134,350 SH SOLE 134,350 0 0