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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
AERCAP HOLDINGS NV SHS N00985106 2,816,827 27,570 SH SOLE 27,570 0 0
ALPHABET INC CAP STK CL C 02079K107 1,874,760 12,000 SH SOLE 12,000 0 0
CNX RES CORP COM 12653C108 7,628,895 242,341 SH SOLE 242,341 0 0
GREEN BRICK PARTNERS INC COM 392709101 7,134,812 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS INC COM 422347104 1,325,006 143,710 SH SOLE 143,710 0 0
HINGHAM INSTN SVGS MASS COM 433323102 7,533,504 31,680 SH SOLE 31,680 0 0
NETFLIX INC COM 64110L106 30,516,112 32,724 SH SOLE 32,724 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 2,444,198 57,687 SH SOLE 57,687 0 0
WAYFAIR INC CL A 94419L101 15,844,729 494,684 SH SOLE 494,684 0 0