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
ACTIVISION BLIZZARD INC COM 00507V109 55,280 714,300 SH   SOLE   714,300 0 0
APTARGROUP INC COM 038336103 142,826 1,196,700 SH   SOLE   1,196,700 0 0
AXALTA COATING SYS LTD COM G0750C108 189,856 6,504,142 SH   SOLE   6,504,142 0 0
COMCAST CORP NEW CL A 20030N101 129,368 2,313,035 SH   SOLE   2,313,035 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 117,105 2,045,143 SH   SOLE   2,045,143 0 0
DOLLAR TREE INC COM 256746108 199,576 2,085,000 SH   SOLE   2,085,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 142,574 8,481,500 SH   SOLE   8,481,500 0 0
EVERTEC INC COM 30040P103 37,575 821,840 SH   SOLE   821,840 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 77,875 640,000 SH   SOLE   640,000 0 0
FISERV INC COM 337738108 72,006 663,650 SH   SOLE   663,650 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 47,881 277,250 SH   SOLE   277,250 0 0
MASTERCARD INCORPORATED CL A 57636Q104 220,275 633,557 SH   SOLE   633,557 0 0
NICE LTD SPONSORED ADR 653656108 249,884 879,750 SH   SOLE   879,750 0 0
SEALED AIR CORP NEW COM 81211K100 176,318 3,218,073 SH   SOLE   3,218,073 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 57,969 376,250 SH   SOLE   376,250 0 0