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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADVANCE AUTO PARTS INCCOM00751Y10613,16079,564SH SOLE 79,56400
ADVANCED DRAIN SYS INC DELCOM00790R10439,0211,209,217SH SOLE 1,209,21700
ALPHABET INCCAP STK CL C02079K10732,42826,602SH SOLE 26,60200
ARMSTRONG WORLD INDS INC NEWCOM04247X10234,353355,251SH SOLE 355,25100
BALL CORPCOM05849810640,009549,495SH SOLE 549,49500
BOTTOMLINE TECH DEL INCCOM10138810626,872682,888SH SOLE 682,88800
CERIDIAN HCM HLDG INCCOM15677J10841,380838,168SH SOLE 838,16800
CHARTER COMMUNICATIONS INC NCL A16119P10831,99677,637SH SOLE 77,63700
COGENT COMMUNICATIONS HLDGSCOM NEW19239V30245,369823,386SH SOLE 823,38600
COPART INCCOM21720410629,483367,020SH SOLE 367,02000
ELECTRONIC ARTS INCCOM28551210944,092450,747SH SOLE 450,74700
GLOBALSTAR INCCOM3789734083,0717,424,285SH SOLE 7,424,28500
GROUPON INCCOM39947310768,85225,884,144SH SOLE 25,884,14400
GRUPO TELEVISA SASPON ADR REP ORD40049J20646,5544,760,100SH SOLE 4,760,10000
GUIDEWIRE SOFTWARE INCCOM40171V10046,343439,774SH SOLE 439,77400
LIBERTY GLOBAL PLCSHS CL CG5480U12055,2152,320,948SH SOLE 2,320,94800
LIBERTY LATIN AMERICA LTDCOM CL CG9001E12828,6151,673,872SH SOLE 1,673,87200
MASTERCARD INCCL A57636Q10441,966154,530SH SOLE 154,53000
NORDSTROM INCCOM65566410014,348426,149SH SOLE 426,14900
NORWEGIAN CRUISE LINE HLDG LSHSG6672110436,528705,591SH SOLE 705,59100
ROYAL CARIBBEAN CRUISES LTDCOMV7780T10311,414105,361SH SOLE 105,36100
T MOBILE US INCCOM87259010443,217548,649SH SOLE 548,64900