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 SYS INC COM 00724F101 15,132 101,433 SH   SOLE   101,433 0 0
ALTABA INC COM 021346101 24,316 367,089 SH   SOLE   367,089 0 0
AMAZON COM INC COM 023135106 692 720 SH   SOLE   720 0 0
CABLE ONE INC COM 12685J105 34,314 47,519 SH   SOLE   47,519 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 20,620 56,740 SH   SOLE   56,740 0 0
FORTIVE CORP COM 34959J108 2,165 30,577 SH   SOLE   30,577 0 0
IAC INTERACTIVECORP COM 44919P508 25,977 220,934 SH   SOLE   220,934 0 0
JPMORGAN CHASE & CO COM 46625H100 8,596 90,000 SH   SOLE   90,000 0 0
JELD-WEN HLDG INC COM 47580P103 4,356 122,648 SH   SOLE   122,648 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 25,002 116,777 SH   SOLE   116,777 0 0
MARTIN MARIETTA MATLS INC COM 573284106 505 2,447 SH   SOLE   2,447 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,207 100,613 SH   SOLE   100,613 0 0
MICROSOFT CORP COM 594918104 21,870 293,600 SH   SOLE   293,600 0 0
PAYPAL HLDGS INC COM 70450Y103 32,098 501,300 SH   SOLE   501,300 0 0
PRICELINE GRP INC COM NEW 741503403 2,014 1,100 SH   SOLE   1,100 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 23,946 251,880 SH   SOLE   251,880 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 9,337 199,802 SH   SOLE   199,802 0 0
SNYDERS-LANCE INC COM 833551104 2,176 57,066 SH   SOLE   57,066 0 0
SOTHEBYS COM 835898107 12,139 263,260 SH   SOLE   263,260 0 0
SQUARE INC CL A 852234103 1,832 63,598 SH   SOLE   63,598 0 0
T MOBILE US INC COM 872590104 23,474 380,707 SH   SOLE   380,707 0 0
VAIL RESORTS INC COM 91879Q109 23,771 104,202 SH   SOLE   104,202 0 0
VISA INC COM CL A 92826C839 27,727 263,465 SH   SOLE   263,465 0 0
XPO LOGISTICS INC COM 983793100 24,780 365,600 SH   SOLE   365,600 0 0
ZYNGA INC CL A 98986T108 12,790 3,383,709 SH   SOLE   3,383,709 0 0
FERRARI N V COM N3167Y103 31,357 283,821 SH   SOLE   283,821 0 0
INTERXION HOLDING N.V SHS N47279109 23,360 458,669 SH   SOLE   458,669 0 0
UNIVAR INC COM 91336L107 16,011 553,436 SH   SOLE   553,436 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 32,370 466,086 SH   SOLE   466,086 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 23,215 636,194 SH   SOLE   636,194 0 0
CSX CORP COM 126408103 13,557 249,848 SH   SOLE   249,848 0 0
ROPER TECHNOLOGIES INC COM 776696106 4,868 20,000 SH   SOLE   20,000 0 0
FACEBOOK INC CL A 30303M102 36,922 216,081 SH   SOLE   216,081 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 22,798 396,142 SH   SOLE   396,142 0 0
UNITEDHEALTH GROUP INC COM 91324P102 13,318 68,000 SH   SOLE   68,000 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 11,448 380,323 SH   SOLE   380,323 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 45,876 448,757 SH   SOLE   448,757 0 0
ALPHABET INC CAP STK CL C 02079K107 5,172 5,392 SH   SOLE   5,392 0 0