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 |
| ADOBE SYS INC | COM | 00724F101 | 21,012 | 97,240 | SH | SOLE | 97,240 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 2,778 | 2,692 | SH | SOLE | 2,692 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 26,109 | 352,630 | SH | SOLE | 352,630 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 23,858 | 16,484 | SH | SOLE | 16,484 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 10,334 | 47,037 | SH | SOLE | 47,037 | 0 | 0 | ||
| CABLE ONE INC | COM | 12685J105 | 6,951 | 10,117 | SH | SOLE | 10,117 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 2,098 | 6,740 | SH | SOLE | 6,740 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 483 | 11,024 | SH | SOLE | 11,024 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 900 | 5,635 | SH | SOLE | 5,635 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 26,871 | 341,182 | SH | SOLE | 341,182 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 27,243 | 174,211 | SH | SOLE | 174,211 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 11,026 | 112,381 | SH | SOLE | 112,381 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 21,290 | 193,601 | SH | SOLE | 193,601 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 7,543 | 30,686 | SH | SOLE | 30,686 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,809 | 74,605 | SH | SOLE | 74,605 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 20,506 | 270,282 | SH | SOLE | 270,282 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 14,194 | 50,569 | SH | SOLE | 50,569 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 3,437 | 67,587 | SH | SOLE | 67,587 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 27,211 | 278,291 | SH | SOLE | 278,291 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 10,404 | 48,619 | SH | SOLE | 48,619 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 15,568 | 70,219 | SH | SOLE | 70,219 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 21,468 | 179,465 | SH | SOLE | 179,465 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 41,352 | 406,168 | SH | SOLE | 406,168 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 20,948 | 173,811 | SH | SOLE | 173,811 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 24,294 | 391,145 | SH | SOLE | 391,145 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 16,967 | 253,612 | SH | SOLE | 253,612 | 0 | 0 | ||
| MULESOFT INC | CL A | 625207105 | 17,317 | 393,757 | SH | SOLE | 393,757 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 4,893 | 43,876 | SH | SOLE | 43,876 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 3,713 | 15,897 | SH | SOLE | 15,897 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 4,961 | 24,500 | SH | SOLE | 24,500 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 12,758 | 241,250 | SH | SOLE | 241,250 | 0 | 0 | ||