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

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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
AERCAP HOLDINGS NV SHS N00985106 3,225,690 27,570 SH SOLE 27,570 0 0
ALPHABET INC CAP STK CL C 02079K107 2,128,680 12,000 SH SOLE 12,000 0 0
CNX RES CORP COM 12653C108 8,162,044 242,341 SH SOLE 242,341 0 0
GREEN BRICK PARTNERS INC COM 392709101 7,693,996 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS INC COM 422347104 1,807,574 209,210 SH SOLE 209,210 0 0
HINGHAM INSTN SVGS MASS COM 433323102 7,867,728 31,680 SH SOLE 31,680 0 0
NETFLIX INC. COM 64110L106 43,804,281 32,711 SH SOLE 32,711 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 3,326,809 57,687 SH SOLE 57,687 0 0
WAYFAIR INC CL A 94419L101 23,542,810 460,360 SH SOLE 460,360 0 0