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
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 9,542 8,450 SH   SOLE 8,450 0 0
APPLIED MATLS INC COM 038222105 3,954 85,600 SH   SOLE 85,600 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 1,643 26,000 SH   SOLE 26,000 0 0
BLACK KNIGHT INC COM 09215C105 1,125 21,000 SH   SOLE 21,000 0 0
BOOKING HLDGS INC COM 09857L108 1,682 830 SH   SOLE 830 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,392 21,800 SH   SOLE 21,800 0 0
FACEBOOK INC CL A 30303M102 6,918 35,600 SH   SOLE 35,600 0 0
FIRST DATA CORP NEW COM CL A 32008D106 4,479 214,000 SH   SOLE 214,000 0 0
MICROSOFT CORP COM 594918104 8,392 85,100 SH   SOLE 85,100 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 3,275 118,000 SH   SOLE 118,000 0 0
SALESFORCE COM INC COM 79466L302 5,524 40,500 SH   SOLE 40,500 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 1,552 26,100 SH   SOLE 26,100 0 0
SERVICENOW INC COM 81762P102 5,510 31,950 SH   SOLE 31,950 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 5,524 64,300 SH   SOLE 64,300 0 0
TRANSDIGM GROUP INC COM 893641100 8,283 24,000 SH   SOLE 24,000 0 0
VISA INC COM CL A 92826C839 6,954 52,500 SH   SOLE 52,500 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 1,516 10,000 SH   SOLE 10,000 0 0