The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 26,240 | 154,855 | SH | SOLE | 154,855 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 28,239 | 26,080 | SH | SOLE | 26,080 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 26,181 | 13,826 | SH | SOLE | 13,826 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 10,446 | 802,948 | SH | SOLE | 802,948 | 0 | 0 | ||
| APOLLO GLOBAL MGMT LLC | CL A SHS | 037612306 | 2,684 | 78,240 | SH | SOLE | 78,240 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 26,636 | 102,597 | SH | SOLE | 102,597 | 0 | 0 | ||
| ASGN INC | COM | 00191U102 | 27,490 | 453,625 | SH | SOLE | 453,625 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 26,351 | 14,056 | SH | SOLE | 14,056 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 24,877 | 887,503 | SH | SOLE | 887,503 | 0 | 0 | ||
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 2,299 | 163,246 | SH | SOLE | 163,246 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 30,044 | 155,669 | SH | SOLE | 155,669 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 2,323 | 18,933 | SH | SOLE | 18,933 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 29,030 | 1,072,407 | SH | SOLE | 1,072,407 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 3,909 | 42,879 | SH | SOLE | 42,879 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 25,005 | 114,948 | SH | SOLE | 114,948 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 30,420 | 1,146,626 | SH | SOLE | 1,146,626 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 24,510 | 921,084 | SH | SOLE | 921,084 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 6,582 | 24,881 | SH | SOLE | 24,881 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 29,515 | 512,322 | SH | SOLE | 512,322 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 25,890 | 106,102 | SH | SOLE | 106,102 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 20,687 | 119,198 | SH | SOLE | 119,198 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 29,402 | 239,917 | SH | SOLE | 239,917 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 26,531 | 475,976 | SH | SOLE | 475,976 | 0 | 0 | ||