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 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 194,277 | 1,924,678 | SH | SOLE | 1,924,678 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 166,022 | 564,740 | SH | SOLE | 564,740 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 229,413 | 156,532 | SH | SOLE | 156,532 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 283,946 | 10,921,008 | SH | SOLE | 10,921,008 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 116,109 | 36,875 | SH | SOLE | 36,875 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 138,079 | 2,206,445 | SH | SOLE | 2,206,445 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 153,832 | 6,840,000 | SH | SOLE | 6,840,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 100,554 | 58,780 | SH | SOLE | 58,780 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 181,034 | 1,969,685 | SH | SOLE | 1,969,685 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 30,205 | 48,379 | SH | SOLE | 48,379 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 223,586 | 1,179,810 | SH | SOLE | 1,179,810 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 178,851 | 2,302,700 | SH | SOLE | 2,302,700 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 40,642 | 1,400,000 | SH | Call | SOLE | 1,400,000 | 0 | 0 | |
| DISH NETWORK CORPORATION | CL A | 25470M109 | 248,156 | 8,548,245 | SH | SOLE | 8,548,245 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 128,450 | 1,727,877 | SH | SOLE | 1,727,877 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 95,890 | 1,045,810 | SH | SOLE | 1,045,810 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 241,009 | 1,637,178 | SH | SOLE | 1,637,178 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 169,317 | 711,118 | SH | SOLE | 711,118 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 134,407 | 756,883 | SH | SOLE | 756,883 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 42,474 | 1,335,247 | SH | SOLE | 1,335,247 | 0 | 0 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 45,210 | 266,194 | SH | SOLE | 266,194 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 47,787 | 334,480 | SH | SOLE | 334,480 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 277,388 | 1,318,825 | SH | SOLE | 1,318,825 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 184,124 | 5,547,560 | SH | SOLE | 5,547,560 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 78,632 | 5,404,288 | SH | SOLE | 5,404,288 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 109,290 | 672,345 | SH | SOLE | 672,345 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 114,124 | 1,407,718 | SH | SOLE | 1,407,718 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 188,103 | 2,235,865 | SH | SOLE | 2,235,865 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 156,583 | 4,292,304 | SH | SOLE | 4,292,304 | 0 | 0 | ||