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
ADOBE INC COM 00724F101 147,726 501,360 SH   SOLE   501,360 0 0
ALTICE USA INC CL A 02156K103 226,121 9,286,286 SH   SOLE   9,286,286 0 0
BLACK KNIGHT INC COM 09215C105 134,256 2,232,025 SH   SOLE   2,232,025 0 0
BOEING CO COM 097023105 184,992 508,205 SH   SOLE   508,205 0 0
CARMAX INC COM 143130102 119,113 1,371,800 SH   SOLE   1,371,800 0 0
COMCAST CORP NEW CL A 20030N101 189,680 4,486,285 SH   SOLE   4,486,285 0 0
DISNEY WALT CO COM DISNEY 254687106 168,619 1,207,525 SH   SOLE   1,207,525 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 103,471 843,420 SH   SOLE   843,420 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 186,904 665,495 SH   SOLE   665,495 0 0
GRACE W R & CO DEL NEW COM 38388F108 92,413 1,214,198 SH   SOLE   1,214,198 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 88,316 903,580 SH   SOLE   903,580 0 0
IHS MARKIT LTD SHS G47567105 130,312 2,045,075 SH   SOLE   2,045,075 0 0
LOWES COS INC COM 548661107 149,261 1,479,145 SH   SOLE   1,479,145 0 0
MICROSOFT CORP COM 594918104 176,744 1,319,380 SH   SOLE   1,319,380 0 0
NEW YORK TIMES CO CL A 650111107 120,744 3,701,533 SH   SOLE   3,701,533 0 0
NORFOLK SOUTHERN CORP COM 655844108 160,039 802,883 SH   SOLE   802,883 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 67,555 971,455 SH   SOLE   971,455 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 106,347 877,380 SH   SOLE   877,380 0 0
T MOBILE US INC COM 872590104 105,475 1,422,646 SH   SOLE   1,422,646 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 105,014 924,990 SH   SOLE   924,990 0 0
UNION PACIFIC CORP COM 907818108 178,934 1,058,095 SH   SOLE   1,058,095 0 0
US FOODS HLDG CORP COM 912008109 105,633 2,953,932 SH   SOLE   2,953,932 0 0
VISA INC COM CL A 92826C839 92,820 534,833 SH   SOLE   534,833 0 0
VULCAN MATLS CO COM 929160109 142,585 1,038,420 SH   SOLE   1,038,420 0 0
WORLDPAY INC CL A 981558109 158,498 1,293,330 SH   SOLE   1,293,330 0 0