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
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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 CL C ORD CAP STK CL C 02079K107 2,065,392 7,200 SH SOLE 7,200 0 0
CNX RESOURCES ORD COM 12653C108 12,782,370 331,579 SH SOLE 331,579 0 0
GREEN BRICK PARTNERS ORD COM 392709101 7,886,102 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS ORD COM 422347104 2,833,158 272,419 SH SOLE 272,419 0 0
HINGHAM INSTITUTION FOR SAVINGS ORD COM 433323102 9,055,411 31,680 SH SOLE 31,680 0 0
NETFLIX ORD COM 64110L106 31,586,237 328,510 SH SOLE 328,510 0 0
RYANAIR HOLDINGS ORD SPONSORED ADR 783513203 3,334,309 57,687 SH SOLE 57,687 0 0
THE MAGNUM ICE CREAM COMPANY N V ORD ORD SHS N5505D105 26,890,822 1,838,766 SH SOLE 1,838,766 0 0
WAYFAIR CL A ORD CL A 94419L101 34,623,676 460,360 SH SOLE 460,360 0 0
WISE GROUP PLC ORD SHS CLASS A G9723Y105 1,599,821 134,350 SH SOLE 134,350 0 0