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 INC CAP STK CL A 02079K305 58,966,050 165,000 SH SOLE 0 0 0
TAIWAN SEMICONDUCTOR MFG LTD Sponsored ADS 874039100 34,623,825 72,500 SH SOLE 0 0 0
APPLE INC COM 037833100 28,936,000 100,000 SH SOLE 0 0 0
UBER TECHNOLOGIES INC COM 90353T100 27,781,600 385,000 SH SOLE 0 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 22,465,500 30 SH SOLE 0 0 0
MERCADOLIBRE INC COM 58733R102 16,973,900 10,000 SH SOLE 0 0 0
CROCS INC COM 227046109 9,470,240 78,500 SH SOLE 0 0 0
PROGRESSIVE CORP COM 743315103 8,738,000 40,000 SH SOLE 0 0 0
Berkley W R Corp COM 084423102 7,053,000 100,000 SH SOLE 0 0 0
ADOBE INC COM 00724F101 3,587,850 17,500 SH SOLE 0 0 0